General
1261 results found
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The ability to view related notes on the mobile app.
The ability to view related notes on the mobile app.
1 vote -
1 vote
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Remove Make a Payment Button on Invoices
Add option to remove the make a payment option from invoice templates.
1 vote -
Have the "Show Section Totals" within an Estimate on the App be checked by default
I would like to have the "Show Section Totals" within an Estimate on the App be checked by default like on the Web Browser.
1 vote -
forms should be on the desktop version to fill out too!
We fill out forms to make sure the sales team is passing info onto the production team. The fact that it is only available to fill out on the mobile app doesn't make sense. Can you please make it available for the desktop version too.
1 vote -
The ability to batch mark commissions paid.
The ability to batch mark commissions paid.
1 vote -
The ability to set an automation for a specific time.
The ability to set an automation for a specific time.
1 vote -
Production Report in Insights
I would love to click on insights and see a chart of our weekly production. Click on the chart and perhaps it breaks out what jobs are on each week.
1 vote -
Default Filters on Mobile Devices
It would be great if the filter for Jobs was not automatically set to show "related" contacts within a Job on Mobile Devices.
1 vote -
Option to select a service type when creating a budget
It would be nice to have the option to select a service type when creating a budget.
1 vote -
No Boards Found Message
When an account has no boards, clicking on the Boards button will show a continuous loading bar. It would be great to have a message that there are no boards found or an option to create a board here instead of the confusing loading screen.
1 vote -
Log Commission the Same Way You Enter a Payment
It would be great to be able to log a commission the way we enter a payment.
1 vote -
Automated Profitability Summary that tracks Profitability
I would like an automated profitability summary that compiles job expenses (material, work orders, expenses, and commission) against job revenues without having to enter it in as a Budget.
1 vote -
Admins change employee profile picture
Admins should be able to add profile pictures for employees.
1 vote -
Sync Job Statuses with QuickBooks
I would like to be able to sync job statuses with QuickBooks projects.
1 vote -
Integrate Estimate Cost with QuickBooks Online
I would like to be able to see the cost of a line item in my profit and loss statements in QuickBooks Online.
1 vote -
Add an "Estimate Status Change Date" filter to Insights.
It would be nice to be able to filter Insights by estimate status change date.
1 vote -
Add Contact Button (Jobs V2)
I would like to be able to select the button at the top and "Add a Contact" like I used to before Jobs V2.
1 vote -
Customize Signature Verbiage on Proposal
I would like to be able to change the verbiage that shows at the bottom of a proposal right above where the customer signs.
1 vote -
Optional Proposal Estimate Format
I would like to be able to have my terms and conditions that I added included with the estimate in a proposal so I don't have to upload a separate document and/or encourage my sales reps to remember.
1 vote
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