General
1027 results found
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Automatically calculating quantities of different materials for a product without an integrated supplier
Would like to automatically calculate quantities of different materials for a product without an integrated supplier. using a PVC window surround example, he explained needing different lengths of various PVC board types (1x4, 1x6, and crown) cut from 18-foot lengths for multiple windows. Basically would like the system to bundle multiple materials into a single product with automatic quantity calculations.
1 vote -
SQ and JN Control What Happens when an Estimate Link Expires
In addition to the timeframe for expiration. It would be much better if we had control over IF the link should re-send. If our pricing is time-sensitive, why would we want it to resend at all after expiration?
18 votes -
Photo markup on desktop
Would like to have the option to do photo markup on the desktop like you can on mobile
8 votes -
Profit Tracker - View available in the Mobile App
We would like to be able to track profit and loss on the desktop and the mobile app. This would be extremely helpful to have this ability when out in the field.
1 vote -
Profit Tracker - Split Commission Sections by Trade
I need a way to split the profit tracker for commission purposes, or produce a separate cost section. This would help keep things organized, as I pay gutters differently than other trades.
1 vote -
Adding Custom Spacing Options for Emails
It would be great to have customer spacing options in the email editor to increase professionalism and customization.
2 votes -
Be able to edit the small icons on board cards
Would like the ability to customize and edit the small icons on the bottom of board cards. Days in status, Tasks, attachments, are the ones that are showing. Please let us choose what shows there instead
1 vote -
Being able to "PIN" an important comment in notes/activity
It would be really helpful to be able to pin an important note in the activity field that we can either share with all those assigned to that job.
1 vote -
Maintain Formula When Changing UoM
When we have an item in the Products & Services List that has a formula saved under the calculation, if we modify the UoM it deletes the formula. It would be better if it maintained the formula so we could adjust it if needed, rather than deleting it and having us figure it out again.
2 votes -
Insights filters
To be able to add custom filters and columns to sections like "Last Week: Leads" and to have those customizations be savable
1 vote -
1 vote
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Be able to write out an email when making an automation instead of using a template
We would like the option to write out the email message that sends with an automation instead of only choosing a template
1 vote -
Ability to convert NSE without signature
Currently has to have estimate signed in order to convert to invoice, but does not really work because people prefer physical signatures, so i have to create invoice manually.
52 votes -
1 vote
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2 votes
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Make related contact pinned to top of side bar on V3
It is a bit frustrating to have to scroll down on the side bar (under the new photo) to find related contact. Would be nice to be able to re-arrange the order of the tiles on the right
3 votes -
3 votes
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When clicking reply from the the activity page to an email, change the formatting of the the email. It looks unprofessional.
Please make the email view look normal. It looks bad with the quotations and the strange spacing.
1 vote -
Jobs on calendar
Allow for Contact information to be displayed on the side view of the job within the calendar view. Similar to how Tasks display contact information
1 vote -
Limit Access to Edit Forms on the App
We need to have where only certain team members are allowed to edit a form once it is added in the app to prevent mistakes from happening.
1 vote
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