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138 results found

  1. Limit who can create boards

    Limit the ability to create boards even if it is marked "just me". We do not want team members to create boards for themselves. We want them to stick to a process.

    2 votes

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  2. Admin Access

    Admin access should be controlled separately and not tied to giving someone "all access" to all jobs and contacts.

    3 votes

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  3. The ability to automate note creation on a job or contact.

    The ability to automate note creation on a job or contact.

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  4. Ability to Pause Particular Automations, or Make them Active vs. Inactive without Deleting

    Something that would be Critically Important for updating automations while the system is in use would be having the ability to pause automations. Along with our realization today that automations for Invoices/Estimates were going to be triggering on all workflows (see suggestion " Triggers need a HUGE upgrade"), we realized that we couldn't just pause these automations during a transitional phase.

    This signals to me that I'm also not going to be able to work with automations unless we're ready for them to go live immediately. This makes the time window for making changes to automations VERY short.

    5 votes

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    1 comment  ·  Automation  ·  Admin →
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  5. Triggers need a HUGE upgrade.

    I can't seem to narrow the automation by Workflow type unless I am using the Contact or Job as a trigger.

    This issue caused an abundance of automated text messages to go through during our initial sync that we did not anticipate (though we probably should have, hindsight is 20/20).

    Customers whose invoices were paid months ago were sent text messages thanking them for paying their bill. I could go in and change all of my automations related to Invoices and Estimates to workaround this, but it just feels like that takes away from the usefulness of this automation system...…

    6 votes

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    4 comments  ·  Automation  ·  Admin →
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  6. Additional template fields for Engage

    Add template fields for assignee on the job/contact and for the sales rep within Engage templates.

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  7. Recurring Automations

    I would like to set up recurring automations so it runs every 30 days or so instead of setting up rules for 30, 60, 90, etc days

    6 votes

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    1 comment  ·  Automation  ·  Admin →
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  8. Automation Ideas

    Be able to add subcontractor to an automation, or add custom fields to an automation so it will pull specific information.

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  9. Subcontractor Settings

    Our company does not share detailed client information with our subcontractors. I don’t see any reason that a subcontractor would need a paid seat (at least not at the same level as company employees) because the functions necessary would be so limited, but that seems to be only only way to tailor access to information or send them calendar invites.

    It would be cool if there was a role specifically for Subcontractors in Team settings. Theoretically, the subcontractor would only need access to THEIR profile, and THEIR calendar with only the information that we want them to see.

    In our…

    3 votes

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  10. Add time-based automation option for lack of activity

    Add condition option to have time-based automation trigger when a contact/job has not had any records updated, not just tasks.

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  11. Automations - Deleted Tasks or Branching

    Automations continue to run for tasks that have been deleted. Branching automations would be very helpful in preventing these issues, as it could aggravate the recipients and cause confusion.

    For example " I thought I rescheduled my appointment, but I'm still getting texts for an appointment at 8AM?! What is going on?!"

    Branching would allow us to say: When A happens, if B is true, then do C. BUT If B is false, then do D instead (or do nothing).

    5 votes

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    3 comments  ·  Automation  ·  Admin →
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  12. Folders or Ability to Reorder Automations

    That way you can clearly see, and edit when necessary, all of the steps within a process and know that you have them all there.

    4 votes

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    0 comments  ·  Automation  ·  Admin →
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  13. 2 votes

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    0 comments  ·  Automation  ·  Admin →
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  14. Automations only trigger on Weekdays.

    The ability to ensure automations don't trigger on a weekend.

    3 votes

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    0 comments  ·  Automation  ·  Admin →
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  15. ACH payments for subscription

    add ability to do monthly recurring payments with ACH instead of credit card.

    3 votes

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  16. 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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  17. 4 votes

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  18. Using Automations to Assign users or sales reps

    Assign "sales rep" or "assigned to" fields with automation.

    7 votes

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    2 comments  ·  Automation  ·  Admin →
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  19. 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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  20. 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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