Settings
28 results found
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Add photos to a product
The ability to add an image or photo to new products so that they will appear by default when I add an item to the estimate
8 votes -
Categories for Products and Services - Group
It would be very helpful to have categories for products and services. Since the list is purely alphabetical, it can be difficult to pull up and item when generating an estimate when you have a large item list. It would be nice to beable to group them together by type.
15 votes -
Services & Products Templates - Grouped Products
The ability to create templates for different roof trade systems. For example, we offer a variety of roof systems. These systems are complete with ALL manufacture products. The ability to select a template by the system being installed would allow sales reps to write estimates faster and cleaner. The template selected would contain all components and pricing of those components for that particular roof system that only needs quantity updates at the time of use resulting in closing a deal faster.
12 votes -
7 votes
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Update templates when Products & Services change
Currently, we use a few different estimate, work order, and material order templates. If we update our cost in the system, the template remains at the old costs. This means re-creating the templates often.
It would be nice if the templates pulled from current cost/pricing.
41 votes -
Services & Products Control
A feature allowing us to completely remove a product or service verses just hiding it. With it "Hidden", when entering revised item it pushes us to the "Variable Item" that I don't want to use. Would also like to be able to edit multiple items at once verses one at a time going through the list
6 votes -
Products & Services Tree - Parent-Child relationships
Should be able to select a product and then select from sub-products or have other choices (size, color, variation), and potentially sub-sub-products underneath them.
This would allow for a lot more flexibility, organization, and speed when creating an estimate or invoice.
106 votes -
Add Photos/Attachments to Products & Services
with the ability to post selected pictures and/or brochure in form/document creation.
19 votes
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