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24 results found

  1. 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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  2. 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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  3. 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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  4. Add cost layers like shipping and delivery charges in the products and services section.

    A way to add cost layers like shipping and delivery charges in the products and services section.

    Example: "We ship brick into our yard and that's one cost, then we ship it out on our own trucks locally which is another cost. We would like to be able to add those types of line items to get to our total delivered cost with markup included"

    5 votes

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  5. Show more than 10 items when searching products and services when creating estimate

    Show more than 10 items when searching products and services when creating estimate. Example, 14 products and services saved with dispatch in the title. Only 10 total will show when clicking "see more" even though more exist.

    3 votes

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  6. Increase the Character Limit for Product & Services

    A way to increase the number of characters for the product / services name field.

    6 votes

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  7. Permission for adding and editing products and services on estimates

    Create an access profile permission where a salesperson or estimator can create an estimate with pre-saved products, but don't allow them to add new products and save them.

    4 votes

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  8. Terms and conditions on separate page

    Would be nice to have the ability to have the Terms and Conditions of the estimate printed on a second page. The estimate would look much cleaner having the terms and conditions on the reverse page or second page rather than having the terms and conditions immediately after the proposal.

    4 votes

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  9. Internal notes on Products & Services

    It would be very helpful to have an internal notes section on products and services.

    5 votes

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  10. Search P&S by unit of measure

    Have ability to search Products and Services by typing in units of measure and have it populate the different products in that measure to select and create a quick estimate.

    3 votes

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  11. Products and Services Updates Needed

    Three things would make products and services more useful

    • Vendor specific pricing (ie: I buy OC shingles from ABC at one price and Beacon at a different price) I'd prefer to not add the same product multiple times for different vendors

    • Ability to bulk update pricing and products, purchase prices change very often (ie a CSV or Excel downloadable and uploadable file)

    • Sub categories for products (shingle colors, boot sizes, etc)

    26 votes

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  12. Edit saved units in Products and Services

    User would like the ability to edit and delete a saved unit type and not add a new one.

    7 votes

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  13. Make Service Item editable only to Admin

    Any user can a service item, which syncs with QuickBooks and automatically creates an item in QuickBooks. Make the Services be added by Admin only

    3 votes

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  14. Being able to disable material and labor

    Having the option to enable and disable material and labor

    5 votes

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  15. Product and Service font formatting

    Would like to see the option for formatting the font of my Products and Services. This would allow me to change the color, boldness, font style, etc.

    8 votes

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  16. Grouping Products and Services

    Would like to see the option for Service Packages included in Settings. This would enable us to have a simpler option for Estimate building and Budget creation as opposed to the lengthy process of adding each individual Product/Service; this would more appropriately serve the way we currently operate

    8 votes

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  17. Access to Delete Products and Service

    User would like to have access to delete products and services and not just hide them.

    43 votes

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  18. 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

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  19. 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.

    16 votes

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  20. 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

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