General
999 results found
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Sending work orders through engage or text
Wants the ability to send work orders through text as well as email
1 vote -
Document tables don't Vertically center
It looks ugly
1 vote -
Bulk Edit Items Within Report but not Entire Report
Currently, bulk edits impact an entire report so they require creating additional reports every time. It would be fantastic if we could get the ability to mark specific items of a report and then bulk edit just those items. This would be useful when looking at large data sets, or specific reports that required complex filters to view as it would reduce the need for more, even more complex reports.
2 votes -
City Search Function
Be able to search a city that is apart of a contact rather than creating a classic report
3 votes -
Default private notes
The ability to make all notes private by default
1 vote -
1 vote
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Hide completed work orders from the calendar
Would like the ability to hide completed work orders from the calendar, similarly how tasks are handled
1 vote -
Able to set price for quote separate from material costs
This would help with quickly putting in insurance estimates and seeing profits
1 vote -
Multiple types for one job
For times when one job encompasses multiple types of work (Gutters, roofing, siding) and being able to track all that would help our reporting a lot
1 vote -
Adding a copy button feature to jobs
Would love to have a copy to clipboard feature added to jobs as that would be very useful
1 vote -
1 vote
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Board templates
To help board setups be a lot easier, we should be able to see more examples of how people set them up
1 vote -
3 votes
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Automatically make job during import
when importing a contact it should also make a job to save time
1 vote -
Sample layout in layout library for CertainTeed Siding Monogram
Currently, there is a sample layout in the layout library for CertainTeed Siding American Legend, but it would be great if there were a sample layout in the layout library for CertainTeed Siding Monogram.
1 vote -
1 vote
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Having separate measurement token for multiple buildings within the same job to allow for multiple quotes within one estimate for different
Having separate measurement token for multiple buildings within the same job to allow for multiple quotes within one estimate for different projects.
1 vote -
Add "sections" to Signing and upgrades page.
Upgrades are formatted as single line items so we can't include the labor and material line items to be split into material orders and work orders later. We have to do the takeoff in an estimate section to get the price, transpose the price into the single upgrade line item, and delete the section in the estimate - losing our takeoff. If we zero out the price on the line items and hide the section within the estimate to preserve the takeoff, we can't show the section totals on the estimate.
3 votes -
Able to manually send the SumoQuote quote sent webhook
For instances where the Webhook doesn't trigger automatically
1 vote -
Remove years from financing
We give a line of credit and can't have any years there
1 vote
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