General
873 results found
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Phone Number Labels
Would like to be able to add a label to different phone numbers listed under a job or contact. It would be nice to be able to label if the phone number belongs to the owner, property manager, landlord, etc.
1 vote -
Move Jobs between different boards
While you can move jobs from one status to the next, it would be nice to be able to move them to a status from a different board. This could be done via a dropdown
1 vote -
Disallow adding jobs to contacts you're not assigned to
Disallow adding jobs to contacts you're not assigned to, even if the contact workflow is available to everyone. This is about integrity
1 vote -
Wants the option to hide descriptions on P&S
sometimes they may use supplies from different suppliers in one job and if quote details has a specific product they did not deliver it can be an issue with the contract
1 vote -
Admins able to change profile settings
As an admin, I would like to be able to change things like profile settings, calendar views, and what's on the dashboards for each of the users.
1 vote -
1 vote
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Map-based schedule - Idea
In future updates it would be nice if your maps had the ability to route the best routes for getting to a worksite, materials, e.t.c
Also would be nice to have all of the appointments/tasks show up on the map when tapping on the location
1 vote -
Void Estimates - Recover dollar amount
It would be nice to have some sort of way of recovering the original dollar amount on a voided estimate through classic reports. Whether the dollar amount shows in the activity log of the estimate, or if it can be shown by filter/column in classic reports, that would be very helpful!
1 vote -
Activity Tracking for records in Financials Tab
Activity tracking on Financial documents such as estimates and invoices.
1 vote -
1 vote
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0 out Measurements Tokens
When clicking into a measurement token, clear the 0 automatically. Would rather not have to delete the 0 when inputting a number. Messes up their measurements if they are not EXTRA careful
1 vote -
1 vote
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Email for system updates
Make an option to email for every update to the system, or at least big ones. It's hard to pay attention to little pop ups in places they may not be looking.
1 vote -
Boards - Preventing Team members from moving boards to different statuses.
Logo wants the ability to filter users ability to move jobs to another status within boards.
1 vote -
Notes- Hover over to Enlarge Image
Logo would love to have the ability to go into images in the notes, hover over the thumbnail, and have it enlarge without having to open the image.
1 vote -
Bulk Edit - Related Contacts
It would be nice to be able to bulk edit a jobs report and change/add related contacts (Whether that is a customer, subcontractor, e.t.c) to multiple jobs
1 vote -
NSE Payments
Logo would like to request a dollar amount instead of percentage for split payments on NSE.
1 vote -
Status Change in Material Orders (Legacy)
The logo would like the ability to change the status within material orders so that they know if they have been ordered, delivered, etc.
1 vote -
Adding United Inches as a Unit of Measurement
Carla is in a windows company, and notes that the measurement they use the most is United Inches (UI) and is a common unit of measurement for windows/doors companies. She would love to see this added as a default within the system.
1 vote -
Labor Minimums with Calculations to Achieve said mins.
Dana would like to ensure that a minimum labor charge is reached on every estimate. She doesn't want to just put $200 labor on the layout, but rather a means to calculate "if the estimate doesn't reach a min threshold for the labor, to then bump up the labor (round up) to a predefined number/min"
She also notes having a labor slider, similar to the margin slider would be beneficial
1 vote
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