General
1021 results found
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send QR code in invoice for payment
the ability to send a qr code in an invoice.
2 votes -
AssistAI to Add Custom Lead Source
It would be nice if it wasn't always "AssistAI"
5 votes -
Profit Tracker Quantities
Would like Profit tracker to track costs additionally with not only cost in dollar amounts but with quantities as well
2 votes -
NSE PDF's to be fillable
It would be great if the PDF's we insert into the New Sales Experience Estimates were fillable by the customer. Or at least if when we do a custom PDF page and insert a fillable PDF that ability would transfer to the version that sends.
18 votes -
2 votes
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AssistAI transcript on job
We would like the transcript on the job instead of the contact
5 votes -
Bulk Delete Products & Services
Would like to be able to bulk delete P&S
3 votes -
View Calendar from the Job
Allow users to open a pop-up calendar directly from a job to see sales rep availability when scheduling appointments without having to switch between multiple tabs
2 votes -
Pulling essential info from estimates into invoices
I'd like to see a 2nd option for converting/creating an INVOICE that ONLY pulls over the customer INFO, the estimate TOTAL plus TAX RATE.
1 vote -
1 vote
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Replace Profile Photo with Initials
Would like to have the option of removing your photo as the icon in your personal profile to replace it with the previously existing initials.
1 vote -
Notifications Web Filter Locked
When choosing the filters for the web notifications, if the page is refreshed the filters do not keep. It would be great if the filter would stay locked, keeping the chosen filters until changed again.
1 vote -
Clicking on App Note Notifications Should Redirect to related Job
When we click on notifications about being mentioned on a note it just brings up the note and no way to see which job it's related to. It should take us to the note within the job activity and should let us reply or comment on the note to use it for communication.
1 vote -
Have the ability to hide the lightbulb
Have the ability to hide the lightbulb at the bottom left side of the screen as it seems to get in the way at times.
1 vote -
floating header in profit tracker
Profit Tracker would be much more useful if the header or banner at the top were fixed in place so it remains visible no matter how far down the screen you scroll.
1 vote -
2 votes
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2 votes
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Customize Document Email Title
Would love to be able to edit the document email title so that it doesn't default to document, and is catered to the particular document that we are sending to our customers. Having the default document title causes confusion to our customers.
1 vote -
profit tracker
RE: Profit Tracker:
During the course of a job we can provide a credit to a homeowner and we need a place to be able to include that to reduce the cost or be able to just enter the final total quickly without a fuss to have an accurate total of the project. Currently we have to get a new signature from a HO for a total but that causes a lot of problems. The old budgets tab was much easier to work through and the profit tracker still feels extremely clunky.1 vote -
profit tracker
Profit Trackers currently have no option to print a copy that can be reviewed during meetings or cleanly attached to a paper file. We also need a place to be able to update the actual total of the job.
1 vote
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