General
886 results found
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1 vote
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Ability to reply to a note directly rather that having to create a new note
Would make it easier to view responses to questions
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 -
Default private notes
The ability to make all notes private by default
1 vote -
Delete old documents
Being able to delete old documents that are still connected to contacts.
1 vote -
1 vote
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Estimate options
Ability to add more than three options to an estimate
1 vote -
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 -
Edit price on estimate for insurance
Need to be able enter prince the profit and loss for insurance when building an estimate
1 vote -
Product details on the authorization page
Display product name on the auth page when adding upgrades
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 -
Option for Englis or Spanish workorders
would love to have the option to send a workorder in English or Spanish for my Spanish speaking employees
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 -
folders for photos
Would like to create folders for photos within jobs/contacts
1 vote -
Add Product to Converted Invoices (Legacy Estimate -> New Invoice)
When converting a Legacy Estimate into a New Invoice, you cannot add a new line item until you add a new section. However, if using NSE and New Invoices or Legacy on both, it allows you to add a line item without adding a new section. Would be great if the Legacy -> New conversion allowed for the same.
2 votes -
Tag Filters on Job Boards
We would like to have a tag filter added to the options on our job boards.
3 votes -
Option to update the type on existing products and services
Currently, P&S that were created prior to the new material and labor tracking UI, are not editable making it necessary to recreate the items. This is very time-consuming and not user friendly as this is a requirement
1 vote -
1 vote
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