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208 results found
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The Best Book Writing Agency in UK
I was finding book writing agency near me but I was so confused which is best but now I found the book writing service agency in UK. They are working from past 10+ years and have 8700+ authors of various industry.
1 vote -
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!
32 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.
4 votes -
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 -
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 -
More Access Profile Options
This "account setting" check box seriously needs to have it's features broken in to more granular control.
5 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
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 -
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 -
Restrict Access to Modify Sales Rep/Assignee on Record
I would like the ability to restrict team members from changing the sales rep or assignee on a contact or job.
4 votes -
Subscription Options Based on Features
Provide tiered subscription options for smaller companies that would prefer to use a basic functionality of the CRM without the additional updates/upgrades that are weatherguardkeri@icloud.combeing made.
2 votes -
Ability to customize roles
Similar to access profiles before, to have the ability to customize. I do not want everyone to have admin level access but the sales and field options doesn’t give them access to everything they need. There shouldn’t be so many admins with access to alter company information. I just want to be able to customize the profiles.
2 votes -
2 votes
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Complex Automation Conditions
Currently, an automation with multiple conditions can trigger by requiring ALL or ANY of the conditions to be true. I need to be able to adjust specifically which conditions must work together.
Our company has many tasks that complete at certain stages but that do not follow a specific order. So I need to be able to set a condition that can look for one series of conditions AND a second series of conditions and so on at the same time. I can't really split this up because the tasks are handled separately, and the completion order just depends on…
6 votes -
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.
4 votes -
Hiring Process for Team Members
Please add the ability to show where someone is in the hiring process and the ability to track certifications such as drivers license, car insurance, iicrc, mold, etc...
6 votes
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