General
1100 results found
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Ability to @mention support team
When calling the support team, we waste time describing specific situations and numbers. It would save time to be able to flag something to the support Team easily
1 vote -
Converting Financials as an automation option
I would like to have an automation that auto-converts an estimate to an invoice or work order once it is in the approved status.
1 vote -
Automation Report
Add function to run a report to see what records have been affected by an automation
1 vote -
Automation Created date
Add function to see the date an automation was created
1 vote -
Subsections
Add a subsection feature for estimates that will total up under the main section. Subsection should be similar to main section headings, just tabbed over or something to make it look like a sub catergory. Pricing listed in subsections should add together to be one total under main section. Pic included, Materials and Labor should be subsections.
1 vote -
Tasks Default to Day Before
I've noticed that every time I go to create a task (in AZ), the date defaults to the day before instead of the current date.
1 vote -
The ability to send out mass texts.
The ability to send out mass texts.
3 votes -
Revert to old Jobs layout
I'm not pleased with the new job view. I would like an option to revert back to the old style because I need to view all related contacts, and not just 2
2 votes -
Add Subcontractor name to the list of workorders in work order summary screen
under the job, then select the workorders tab...
Add a column to display the subcontractor names in the list of workorders.
See attached photo.
We have many work orders under different jobs, and we want to easily be able to see which workorder is assigned to each subcontractor.1 vote -
The ability to send a share link in automated email.
The ability to send a share link in automated email.
1 vote -
Edit taxes
It would be good to be able to edit the entire invoice taxes as a whole (or sections) instead of each line item individually.
1 vote -
If Document Upload Fails, display failure message
Currently, if a document doesn't upload, there is no error code displayed. I would like to see if my document fails to upload. It is confusing that there is nothing shown when it fails.
1 vote -
Remove the ability to sign void estimate
If a customer opens an estimate to sign it, and it is voided while open, they can still sign it even though it is voided. Please remove this ability
1 vote -
Additional task statuses
I think it would be beneficial, that way if an appt cancels, it is noted & can be tracked instead of being deleted, completed, etc. Having the option to mark as as cancelled would be helpful to keep track of.
1 vote -
QuickBooks Service Date Field
I would like to utilize the Service Date field from QuickBooks Invoices.
1 vote -
Engage conversation to be recorded on jobs instead of contacts.
To record the phone number on the job
1 vote -
Edit estimate format
Add more formatting options for estimates to avoid unnecessary page breaks, or page breaks in the middle of a line of text
5 votes -
Page Break Formatting for Forms
I would like to be able to specify my page breaks when downloading a form as a PDF.
1 vote -
The ability to change the final total of the estimates manually.
The ability to change the final total of the estimates manually.
1 vote -
Allow Overall Markups on Work Orders
Make an option to add an additional markup on Work Orders like there is on Estimates
1 vote
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