General
964 results found
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Product selection from authorization page
Provide a selection of products on the authorizations page
4 votes -
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 -
Edit price on estimate for insurance
Need to be able enter prince the profit and loss for insurance when building an estimate
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 -
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 -
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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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 -
Automatically upload estimates during dispute
To help the dispute process be more seamless
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 -
Customizable Lead Source
It would be nice if we could create a more customizable Lead Source option. A drop down when selecting referral so we can say who. This could tell me this % of leads came from State Farm but of that this % came from John Deer Directly. I would like to be able to manually enter a referral if it is not in the options list so at the end of the year we discover Mike Sour sent us 30 leads, we should send him a thank you.
1 vote
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