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1261 results found

  1. Download PDF of Proposals

    Add option to download PDF of Proposals so they can be saved and printed.

    17 votes

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  2. Formatting Options in New Sales Experience

    Add ability to format phone numbers and email addresses in the new sales experience. Right now, the email address cannot be capitalized and the phone number does not include any dashes, which is hard to read.

    3 votes

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  3. Hiring Process for Team Members

    Please add the ability to show where someone is in the hiring process and the ability to track certifications such as drivers license, car insurance, iicrc, mold, etc...

    4 votes

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  4. Not Require Adding a Phone Number and Email when adding a Contact.

    On JobsV2 I would like to be able to add a contact without having to add a phone number and email. We don't always have that information available when we get a new lead.

    2 votes

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    1 comment  ·  Admin →
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  5. Backdate Stage Dates on Insights

    I would like to be able to manually change the stage date shown on Insights.

    4 votes

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  6. Photo Editing on Web App

    Add ability to edit photos on web app, not just on mobile.

    4 votes

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  7. Icon of Sales Rep on Boards

    I want the icon displayed on the boards to show the sales rep initials rather than the "assigned to" initials.

    5 votes

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  8. Shorter Filenames for CompanyCam Photos

    Photos that sync over from CompanyCam have crazy long filenames. This makes photo reports look terrible because there will be several lines of text for the names. If I share a photo via CompanyCam and then someone clicks into the link and views/downloads individual photos, then it does show those crazy names in the URL. However, if I select download all photos and put in my email, CompanyCam will send a zip file that contains the photos with normal names when unzipped. Please update the integration to pull the shorter names.

    2 votes

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  9. Update New Sales Experience Cover Page

    Add ability to update company info in the New Sales Experience. Changes to company phone number and email addresses do not sync to NSE.

    2 votes

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  10. Limit what users can create records

    Some of our guys shouldn't be able to clog the pipeline with jobs they created. Wish their was a way in the user profile to limit jobs creation and maybe even contact creation

    4 votes

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    1 comment  ·  Admin →
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  11. User how to hire the mobile app development company in new york

    To hire a top-tier mobile app development company in New York (https://www.tekrevol.com/mobile-app-development-new-york-city), start by researching local firms, reviewing their portfolios, and checking client testimonials. Evaluate their expertise, project delivery records, and communication processes. Schedule consultations to discuss your project needs and ensure alignment with their skills and capabilities.

    2 votes

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  12. Split Invoice Remove "Due" on Total Balance

    When split payments are used, the invoice shows the splits but then says Due on the Total Balance. Generally speaking, only one of the splits is due at a time. It would be nice to be able to indicate that.

    1 vote

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    1 comment  ·  Admin →
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  13. 2 votes

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  14. Be able to set specific time periods for when the proposal link expires

    It would be nice to be able to set a time frame for when the proposal link expires.

    3 votes

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  15. The ability to translate documents directly within JN.

    The ability to translate documents directly within JN.

    3 votes

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  16. The ability to have the name of the paying customer on the receipt instead of the primary contact.

    The ability to have the name of the paying customer on the receipt instead of the primary contact.

    2 votes

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    1 comment  ·  Admin →
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  17. The ability to auto-save to avoid progress loss from glitches.

    The ability to auto-save to avoid progress loss from glitches.

    2 votes

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  18. Complex Automation Conditions

    Currently, an automation with multiple conditions can trigger by requiring ALL or ANY of the conditions to be true. I need to be able to adjust specifically which conditions must work together.

    Our company has many tasks that complete at certain stages but that do not follow a specific order. So I need to be able to set a condition that can look for one series of conditions AND a second series of conditions and so on at the same time. I can't really split this up because the tasks are handled separately, and the completion order just depends on…

    2 votes

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    1 comment  ·  Admin →
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  19. Change job name default

    Add the option to change the default job name from the address in jobs v2. This is preventing them from showing in the search bar when searching the contact name.

    5 votes

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  20. Remove "Supplier Catalog" From Estimates

    As the "supplier catalog" option requires integration with a supplier, the user would like the ability to disable the field on his estimates. It can be confusing to his team members since it is one of the first options on the estimate as you fill it out.

    3 votes

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