General
1024 results found
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HTML rendering in notes
Would like to use Zapier to POST notes and include HTML formatting in those notes on new JobShell
1 vote -
Permission for Marketing tab
Right now everyone with computer access can access the marketing tab. We only want Admins to
1 vote -
Add Subcontractor as recipients to task (New Jobs Shell)
Need the ability to add subcontractors as recipients on a task from the job in the New Jobs Shell. Currently can only add them from the calendar. This creates more work for us.
1 vote -
Multiple call forwarding
Allowing multiple numbers to be assigned to call forwarding within Engage
1 vote -
make work orders work without being assigned to job and just work order
Just to make the work orders (when they are assigned to someone that is not assigned to the job) work instead of getting the weird error that lets you search and select it, but won't let you open it
1 vote -
The profit tracker should include commissions as a cost
We need to be able to make commission count as a cost to the job instead of being separate. The commission should be counted as a cost, same as work orders and materials. Since it’s an actual payout, it needs to be deducted so the actual profit reflects the true net. If commissions aren’t included as a cost, the profit showing is overstated.
1 vote -
1 vote
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SumoQuote ability to merge projects
We want to be able to merge projects so they link to hubspot
1 vote -
Modify the reporting week in Insights
We noticed that the reporting week in Insights runs from Sunday through Saturday work week, or reporting week is Monday through Sunday. We would like a way to change that in Insights.
1 vote -
Auto Populate Zip Code in Job/Contact fields
Auto Populate Zip Code in Job/Contact fields
1 vote -
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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Activity report
To allow the activity report to filter by specific jobs
1 vote -
1 vote
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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 -
Hide sections and still show line totals
Would like to hide sections but still display line totals on an estimate
1 vote
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