General
1062 results found
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payment automation option to include percentages not just amounts
When adding a payment to an account, I want an automation trigger that will go off of how much of the invoice/estimate was paid. For example, we do 50% deposits regularly so it would be nice to be able to trigger an automation off of that.
1 vote -
Photos Names import with Photos
We worked so hard adding the descriptions to the photos, only to have the names removed on them. We also are not happy that the photos are not coming in in order. This adds a lot of extra work to our process
1 vote -
1 vote
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Adding Additional Inspection Section
Would like to add another Inspection page or section to the Inspection page.
1 vote -
1 vote
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1 vote
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The ability to remove photos from NSE Estimate Inspection page directly
Work around is to remove the photo from the job, however removing the photo from the estimate page if needed instead of the job would be useful.
1 vote -
Activity report
To allow the activity report to filter by specific jobs
1 vote -
1 vote
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Automation that will convert fully signed estimate to a Work Order.
Would like to have the ability to set up an automation where once the estimate is fully signed, it will trigger to create the work order off of the estimate.
1 vote -
1 vote
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Board Card Option for next Appointment Scheduled
Add to the board cards an option to see when next appts are scheduled so you can better prioritize people
1 vote -
1 vote
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Hide sections and still show line totals
Would like to hide sections but still display line totals on an estimate
1 vote -
1 vote
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Turn off signature needed button on document templates
Would like the ability to create a Certificate of Completion and be able to turn off the signature needed button. We don't need a signature from the customer, we just need the document under certain jobs.
1 vote -
1 vote
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1 vote
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SQ - Stop multiple Quotes being sent when customer opens or clicks into the quote
We have customers who are not tech savy and when then click into a quote and receive another, they are calling in confused. We need a way to stop multiple Quotes being sent when customer opens or clicks into the quote after it has been signed.
1 vote -
Make adding a sales rep mandatory on Jobs V2
Make it so a Job can't be created without a sales rep - or at least an option to make it mandatory in Admin settings. It's easy to miss this in Jobs V2
1 vote
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