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26 results found

  1. 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.

    5 votes

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  2. 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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  3. Change Time that Daily Task Reminders are Emailed

    Change Time that Daily Task Reminders are Emailed

    I get the daily task reminders emailed to my inbox every day. For some reason, it is sent at 3AM every day. Is there any option to change the time they are delivered? One of our salesmen keeps his notifications on, and was getting woken up in the middle of the night...... See the image below showing how early in the morning they send these notifications.

    1 vote

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  4. 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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  5. 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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  6. 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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  7. Opt out of Color selection for Beacon line items

    Have the ability to opt out of selecting the color in line items for Beacon in estimates.

    2 votes

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  8. 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)

    25 votes

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  9. 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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  10. 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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  11. Being able to disable material and labor

    Having the option to enable and disable material and labor

    5 votes

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  12. Turn of Location Based Products feature

    Have the option to turn off "Location Based Products" feature.

    1 vote

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  13. 1 vote

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  14. Product & Services- Move product name to top of list upon search.

    . Be able to type P&S name and have that name move to the top of the list. Example, if he has several names with kitchen in it, he wants be able to type kitchen faucet and have that P&S move to the top in the P&S to locate it easier if he needs to update it.

    1 vote

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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. Special Characters Products and Services

    Would like to be able to use Special Characters when building Products and Services

    1 vote

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  18. Access to Delete Products and Servive,

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

    38 votes

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  19. 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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  20. 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

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