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136 results found

  1. Automations to Change Work Order Status

    Would like to be able to Work Order status as an option in the actions of an automation. For now, actions can update contacts and jobs, but it would be helpful if it could update the Work Order too.

    5 votes

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    1 comment  ·  Automation  ·  Admin →
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  2. View Automation Activity

    I would like to be able to view activity for changes within the automation so I can help troubleshoot when automations have been modified and if that would have caused one to trigger unexpectedly or not.

    4 votes

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    0 comments  ·  Automation  ·  Admin →
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  3. Products & Services Lookup Improvement

    Whenever entering the name of a Product or Service(Estimate, Invoice, Material Order, Products & Services), it has some suggestions, but they do not include the descriptions. With the 31 character limit on the names, it would be very helpful if the descriptions also showed up with the names to make it easier to identify the proper item before selecting it.

    4 votes

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  4. Complex Automation Conditions

    Currently, an automation with multiple conditions can trigger by requiring ALL or ANY of the conditions to be true. I need to be able to adjust specifically which conditions must work together.

    Our company has many tasks that complete at certain stages but that do not follow a specific order. So I need to be able to set a condition that can look for one series of conditions AND a second series of conditions and so on at the same time. I can't really split this up because the tasks are handled separately, and the completion order just depends on…

    4 votes

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    2 comments  ·  Automation  ·  Admin →
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  5. Hiring Process for Team Members

    Please add the ability to show where someone is in the hiring process and the ability to track certifications such as drivers license, car insurance, iicrc, mold, etc...

    4 votes

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    2 comments  ·  Teams  ·  Admin →
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  6. Auto Create Work Order Upon Status Change

    I need to be able to create an automation that, when a job is in a specific status, it will automatically create a work order. We use the job status as the department names and when a job goes into a specific department, we need it to create the work order. Feel free to contact me for more information if that will help!

    6 votes

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    1 comment  ·  Automation  ·  Admin →
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  7. Are Respite Care Services Available for Overnight Stays?

    Yes, respite care services are often available for overnight stays, providing continuous care for seniors while giving their primary caregivers a chance to rest. Quality home care agencies in Chester County offer overnight respite care to ensure that seniors receive the necessary supervision and support throughout the night.

    Overnight respite care is especially beneficial for caregivers who need a break but are concerned about leaving their loved ones alone at night. It ensures that the senior is safe and cared for while the caregiver gets the rest they need.

    Visit Now: https://qualithealthcare.com/services/

    1 vote

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  8. Limit what users can create records

    Some of our guys shouldn't be able to clog the pipeline with jobs they created. Wish their was a way in the user profile to limit jobs creation and maybe even contact creation

    4 votes

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  9. Email on the Job

    On Jobs V2, if a team member has limited access and is only assigned to a Job, they can't send an email through the Job. I would like to be able to send the emails via the Job without also having to be assigned on the Contact.

    2 votes

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  10. Email Notification When EagleView is Uploaded

    I would like to be able to set up an automation so I can be notified when an EagleView report comes in.

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  11. Automation for multiple invoices or based on multiple record types

    I progress bill, meaning I bill up to 3 times (deposit, in-progress, and final bills). Having an automation that can change the job's status once all invoices have been paid or be based on all invoices being closed and the jobs status matching a specific status would be very helpful. I need to make sure the automation only happens from the Pending Payments status and ALL invoices created have been paid/closed

    4 votes

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    0 comments  ·  Automation  ·  Admin →
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  12. Separate automations for each location

    It would be nice to be able to set automations specific to each location as some items are applicable to some locations but not others.

    5 votes

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    0 comments  ·  Automation  ·  Admin →
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  13. Triggers need a HUGE upgrade.

    I can't seem to narrow the automation by Workflow type unless I am using the Contact or Job as a trigger.

    This issue caused an abundance of automated text messages to go through during our initial sync that we did not anticipate (though we probably should have, hindsight is 20/20).

    Customers whose invoices were paid months ago were sent text messages thanking them for paying their bill. I could go in and change all of my automations related to Invoices and Estimates to workaround this, but it just feels like that takes away from the usefulness of this automation system...…

    6 votes

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    4 comments  ·  Automation  ·  Admin →
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  14. Automation to add assignee to contact/job

    Automation to add assignee to contact/job. This would be helpful when a new contact is created by an integration like salesrabbit, where it could assign the team member that is the sales rep.

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  15. Automations based on document signature status

    I'd like to be able to be notified when a document is fully signed, so setting up an automation for that would be ideal.

    37 votes

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    24 comments  ·  Automation  ·  Admin →
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  16. 3 votes

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    0 comments  ·  Automation  ·  Admin →
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  17. Make Subcontractors Invisible in Tasks

    Make a way to deactivate them from the drop down menu in tasks, but keep them showing up in the subcontractor color on the calendar.

    3 votes

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    1 comment  ·  Teams  ·  Admin →
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  18. Ability to Pause Particular Automations, or Make them Active vs. Inactive without Deleting

    Something that would be Critically Important for updating automations while the system is in use would be having the ability to pause automations. Along with our realization today that automations for Invoices/Estimates were going to be triggering on all workflows (see suggestion " Triggers need a HUGE upgrade"), we realized that we couldn't just pause these automations during a transitional phase.

    This signals to me that I'm also not going to be able to work with automations unless we're ready for them to go live immediately. This makes the time window for making changes to automations VERY short.

    5 votes

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    1 comment  ·  Automation  ·  Admin →
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  19. Recurring Automations

    I would like to set up recurring automations so it runs every 30 days or so instead of setting up rules for 30, 60, 90, etc days

    6 votes

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    1 comment  ·  Automation  ·  Admin →
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  20. Customize Products and Services

    I would like to customize my products and services by adding a section where I can include a Sku number. This would be helpful in better categorizing items.

    8 votes

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