General
270 results found
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Show more than 10 items when searching products and services when creating estimate
Show more than 10 items when searching products and services when creating estimate. Example, 14 products and services saved with dispatch in the title. Only 10 total will show when clicking "see more" even though more exist.
3 votes -
Additional Access Profile Options
There should be an access profile that allows team members to make edits on a contact until the contact hits a certain stage, at which point the ability to edit anything should drop off. This would be a great way to ensure we don't get any crucial information changed or deleted.
We use sales reps for our leads, then we send in closers to acquire a job. We want them to be able to put in contact information but once that job goes into production we don't want them to be able to go in and edit any fields under…
6 votes -
Change default email when emailing estimates
Create the ability to change the default email that sends with estimates without having to choose from a drop down of email templates. Our team often forgets to change the email template, so the ability to change the default email would be extremely helpful.
12 votes -
Automations for Forms
It would be helpful to have Forms be able to have an automation but also the ability to email it to the PM or office.
16 votes -
Ability to print multiple files at once
Ability to print multiple files at once
2 votes -
Related in app not automatically checked off
Related in app not automatically checked off. Team members will get confused when it pulls in all related files/photos/activity and not realize it's pulling in related activity.
2 votes -
Filter map by tags
Ability to filter map search on app by tags
2 votes -
Ability to change default map view
Add ability to change default map view to a satellite view and change it to a closer view of the area
2 votes -
Turn off pop up notifications from the Resource Center
Anytime there are new messages a number pops up on the “?”
This isn’t something I want to have to go and scroll through every new message received in order to clear the #s.15 votes -
Two Tasks Completed Automation
The ability to make an automation that triggers after two tasks are completed.
2 votes -
Custom Settings Access
Would like to be able to customize settings access. We would like for some of our team members to be able to see and access certain settings like Automations and Workflows without also having access to Access Profiles and Team Member info
8 votes -
Automation Email goes to Secondary Contact Only
The ability to have an automation send an email only to the secondary contact on a job.
3 votes -
Assign to a Group for contacts, tasks, jobs, etc
Add the ability to assign tasks, contacts, jobs, work orders, etc to groups as opposed to manually adding each individual assignee every time.
11 votes -
Show Line Items in Reports
Add ability to add individual line items to reports for estimates and invoices.
2 votes -
Add a label to indicate whether a note/attachment is private
I would like some type of label included on private notes/attachments so I indicate that setting on the activity feed without having to edit
2 votes -
Adding profile photos for other users
Request for a feature enabling the account owner or admin users to upload profile photos for other users, especially field or sales workers.
3 votes -
Duplicate Contacts (IOS Mobile)
The ability to duplicate contacts in the mobile application (IOS)
2 votes -
Allow contacts to fill out forms online
Allow customers to fill out form questions, either in the forms function or in the template questions in documents. This way they could choose a manufacturer, color, material, etc. and it can automatically be inserted into a contract without them printing it, filling it out, scanning it, and sending it back.
5 votes -
Automation to convert financials once certain status is reached
The option to have financials automatically converted to an invoice via automation once contract signed or different status is reached,
3 votes -
Engage Sound Notifications
Logo would like to be able to set the sound notification for Engage texts to a different sound than the rest of his notifications.
2 votes
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