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194 results found
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How to Get brochure design Services in Dubai
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1 vote -
Cheap Company to write my thesis
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1 vote -
Categorize Products - Create sections in products/services
Need to have more flexibility in the products/services section. More tabs for adding services like: Color dropdowns, Profiles or styles, or just the ability to add up to four additional subsections you can name yourself.
Also, creating sections in the products and services main page would be amazing. Having to bounce from page to page looking for something is a big problem. If we could categorize the list so there were sections like gutters, roofnig, siding, windows, etc. or even just move the order of them around like in the estimate we could set them up the best way for…
5 votes -
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.
9 votes -
ability to filter automations
I ultimately would like a cleaner way to see all the automations. so the ability to filter through them. Like seeing by who is assigned or jobflow or status as examples.
2 votes -
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1 vote -
Improve Search for Products & Services on Financial Documents
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.
9 votes -
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!
30 votes -
Body Preview on Email Template
When making an "Email Template: have it actually show how it will look below in the "Body Preview" rather than looking the same as how you set the template. This way you can bypass making an email with it and sending it through a fake name to actually see what it looks like when the customer sees it and not have to keep doing that if you have to tweak it! Pointless to see it look the same in the made up template as in the body preview when that's what should help us to see it like the customer…
1 vote -
Access Profiles - Notes
Access Profiles should include an option to control whether a user can View, Edit, Create, or Delete Notes. There was a situation where one of our users editing an existing note that had important information on it earlier that can no longer be recovered. If we had a way of specifying in the access profile how much access a user has for notes, that will help prevent this from happening in the future.
3 votes -
Advanced Logic paths for automations
When creating an automation, the conditions are very limited because they are specific to the type of automation, and the trigger can not be made to be very specific. also, the actions are limiting since we can only send emails, update record status, etc.
what would be ideal is if we could add additional conditions which apply to other job details.
for example, we have an automation which, upon sending an estimate, it updates the status to "pending customer approval." the only issue we have is that we use the new estimates for preliminary contingency agreements with no dollar amount.…
4 votes -
Groups
I would like to be able to assing automations based on a position instead of a specific person. i.e. Create a production group, assing the people handling the production aspects, and update the members when we have new hires or fires, but that way we only have to update who the member is instead of remembering to go into each thing an indiviudal is assinged ot and update that where you will end up loosing the previously assinged tasks.
3 votes -
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.
6 votes -
Custom Workflow Stages
Need a stage for "Legal" or the ability to create custom stages for Insights
4 votes -
Price change reports
Have the ability to pull a report that shows pricing changes on all products. (So we can have accountability and keep track of when pricing was changed on the back end)
3 votes -
Invoice Template Fields - Suggestion
It would be good to include a template field for invoice templates that shows the most recent invoice balance due. If a job has multiple invoices, then this can make it troublesome to show what invoice balance is due. Say I have one invoice that is paid out and shows a $0 balance due, but another invoice that has $2000 due, there currently isn't any field template that would show the second invoices balance amount.
2 votes -
Ability to "not send" a First Payment Reminder email if there is a payment recorded under Payments
We currently send out a First Payment Reminder email when the job status is changed to "Roof Build Complete" It would be helpful if we could exclude a contact from receiving this reminder if there is a payment already recorded under Payments.
2 votes -
Add Estimate and Work Order Template Modification Permissions to access profiles as separate from general settings access
Add Estimate and Work Order Template Modification Permissions to access profiles as separate from general settings access
2 votes -
More Access Profile Options
This "account setting" check box seriously needs to have it's features broken in to more granular control.
3 votes -
Job Group Type
When a lead becomes a "SOLD" job, to have a selection of "Job Group Type" from a multi-selection dropdown list. This would allow us to quickly filter on a screen or a report, the different phases of the job (ie. Roofing, Siding, Windows, Gutter, Insulation.)
1 vote
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