General
1067 results found
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1 vote
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Editing split terms on an invoice after a payment has been made goes against the total, not the balance due
This works better for our workflow.
1 vote -
Able to have individual line items
Want to make sure that they right things are paid for properly, like what exactly goes to Net claim, recoverable, and deductible, and to have that show up well in QuickBooks
1 vote -
1 vote
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Custom financing accepts %0
Would like the ability to put %0 financing for custom financing
2 votes -
1 vote
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Address for tasks automatically on calendar
Maybe the job address would pull into the task and that address would pull into Google calendar
1 vote -
Adding payment from the contact page
Prior to jobsv2, people were able to add payments to the contact page rather than selecting the job first, then adding the payment. This request is to ask for this feature back on the contacts page
1 vote -
Ability to add image to automated text.
Would like to include the photo of the sales rep who will be coming to the home in the text.
1 vote -
Print board
logo would like the option to print directly from the board instead of creating a custom report
1 vote -
2 votes
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More measurement tokens from Hover
Level and Sloped Frieze Board
Opening Perimeter - Tops/Sides/Sill
Level Starter2 votes -
Hyperlink to Jobs within Texts
Logo asked how to include the link to the job in the appointment reminder texts they send to sales reps.
2 votes -
Adding Custom Filters to the Map View
Being able to add a custom filter off of custom fields to the map view
1 vote -
1 vote
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Ability to Add Contact with Jobs V2 Nav Bar
With legacy jobs and contacts, when you click the plus button at the top, you used to be able to do "Add Contact" and "Add Job" and "Add Task", but with Jobs V2, it is only "Add Job" and "Add Task". I would like that ability back, please.
5 votes -
Forms with option to add images
Similar to forms but to have the ability to add images to the questions
1 vote -
Document regeneration
When creating a financial doc like an estimate or invoice, only the initial document is created in the documents tab. If any updates are made to that financial doc after the fact, the document does not get regenerated with the updated information. ideally, this customer would like to see this happen once updates are made to the document
1 vote -
Adding a signature to texts sent through Engage
Chris was interested in adding a signature to his texts that are sent through Engage making it easier for his customers to know who is reaching out to them.
1 vote -
Undo button
Would like an undo button when creating estimates
1 vote
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