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176 results found

  1. 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.

    1 vote

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  2. 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.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  3. I would like to be able to have only the statuses that are in the current stage show on the list of stages on the contact form. ?

    I would like to be able to show only statuses that are in a the current status show on the list to change status so we don't have to sort through all of the statuses.

    1 vote

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    0 comments  ·  Admin →
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  4. Editing Process: How Technology is Changing Book Editing

    The evolution of technology has revolutionized the editing process in Book Writing Founders UK. Automation tools like grammar checkers and style guides streamline the editing phase, ensuring accuracy and consistency. Collaboration platforms enable real-time feedback and seamless communication among authors and editors, transcending geographical barriers. Digital formats allow for dynamic revisions and updates, enhancing the efficiency of the editing workflow. Moreover, machine learning algorithms assist in identifying complex grammatical errors and suggesting improvements, augmenting the quality of edited manuscripts. As technology continues to advance, book editing becomes more accessible and efficient, empowering authors to refine their work with precision…

    1 vote

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    0 comments  ·  Admin →
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  5. Writing Evergreen Content: Timeless Strategies for Article Success

    Evergreen content, marked by its enduring relevance and value, holds the key to sustained success in the digital landscape. When it comes to writing evergreen content, adopting strategies that ensure longevity is paramount. By understanding the nuances of audience engagement and search engine optimization, writers can effectively position their articles for enduring relevance. From structuring content for readability to integrating relevant keywords like American Author House strategically, every aspect contributes to the article's lasting impact and success. Mastering these timeless strategies is essential for article longevity and continued success.

    https://www.americanauthorhouse.com/

    1 vote

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  6. How do we Balance Form and Function in Product Design?

    Balancing shape and characteristics is a fundamental element of product layout, encompassing the harmonious integration of aesthetics and usability to create merchandise that might be visually attractive and practical in their utilization.

    One method to reach this stability is through a person-focused layout system, particularly in the realm of mobile app development in New York. By prioritizing the wishes and possibilities of end-users, designers can ensure that the shape of the product resonates with its intended target market whilst also addressing practical requirements. Conducting thorough consumer research, which includes interviews, surveys, and usefulness testing, allows designers to benefit from…

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  7. 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!

    2 votes

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    1 comment  ·  Automation  ·  Admin →
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  8. 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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  9. Change Status of Job with Automation

    I would like to be able to change the status of a job with automation, not just the primary contact of the job.

    1 vote

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    1 comment  ·  Automation  ·  Admin →
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  10. Hide Jobs/Contacts User Isn't Assigned To

    I want to keep my sales reps from seeing jobs/contacts that they aren't assigned to. Currently they can still see the job/contact, just not view all the information. This creates some competitiveness between my employees that I would like to avoid.

    1 vote

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  11. Hide some Documents but Not Others

    I would like to be able to hide some documents on a job from some employees, but not others. I also don't want to hide all of the documents, just specific ones.

    1 vote

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  12. 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...…

    5 votes

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    4 comments  ·  Automation  ·  Admin →
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  13. Block deletion of tasks and notes

    I would like for the access profiles to be able to keep individuals from deleting notes and tasks that they did not create.

    1 vote

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  14. Restrict ability to edit jobs

    I would like to be able to restrict who can edit a job and have 'view only' as an option.

    1 vote

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  15. 3 votes

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    0 comments  ·  Automation  ·  Admin →
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  16. 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.

    36 votes

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    23 comments  ·  Automation  ·  Admin →
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  17. 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.

    4 votes

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    1 comment  ·  Automation  ·  Admin →
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  18. Automations - Deleted Tasks or Branching

    Automations continue to run for tasks that have been deleted. Branching automations would be very helpful in preventing these issues, as it could aggravate the recipients and cause confusion.

    For example " I thought I rescheduled my appointment, but I'm still getting texts for an appointment at 8AM?! What is going on?!"

    Branching would allow us to say: When A happens, if B is true, then do C. BUT If B is false, then do D instead (or do nothing).

    5 votes

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    3 comments  ·  Automation  ·  Admin →
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  19. Design template selector with editing options

    When emailing an estimate - to have the ability to see the different design templates, giving you option to add or change things as a way to personalize it before sending it, along with having the option to add an email header.

    2 votes

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  20. Using Automations to Assign users or sales reps

    Assign "sales rep" or "assigned to" fields with automation.

    7 votes

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    2 comments  ·  Automation  ·  Admin →
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