Settings
28 results found
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Shortcut Keys
I would like to be able to navigate through the screens and the tabs without having to take my hands off of the keyboard to use the mouse
1 vote -
Writing Evergreen Content: Timeless Strategies for Article Success
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1 vote -
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 -
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 -
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 -
Increase the Character Limit for Product & Services
A way to increase the number of characters for the product / services name field.
6 votes -
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 -
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 -
Internal notes on Products & Services
It would be very helpful to have an internal notes section on products and services.
5 votes -
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 -
Turn of Location Based Products feature
Have the option to turn off "Location Based Products" feature.
1 vote -
Product & Services- When hiding a product, have it not referenced at all when saving new product with similar name.
Have the hidden P&S not be referenced at all.
1 vote -
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 -
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 -
Being able to disable material and labor
Having the option to enable and disable material and labor
5 votes -
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 -
Special Characters Products and Services
Would like to be able to use Special Characters when building Products and Services
1 vote -
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 -
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 -
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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