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170 results found

  1. Allow different Job Number Template for different Companies (Locations).

    A way to set different Job Number Template for different Companies (Locations).

    5 votes

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    Viewed  ·  0 comments  ·  Admin →
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  2. Should be able to custom build your own estimates

    We should be able to create our own template for estimates.

    1. Instead of only being able to create a document we should basically be able create a spreadsheet type of estimate that we can customize.

    2. Be able to pull in code from item on products and services to make it interact on a document

    5 votes

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    0 comments  ·  Workflows  ·  Admin →
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  3. 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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  4. Being able to disable material and labor

    Having the option to enable and disable material and labor

    5 votes

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  5. Assign To as a possible Action is Automations

    Would like to see the option to assign team members, ie production manager to a job at a specified stage or status. This would go in tandem with how email replies are associated with Assignees. I would like my production manager to automatically receive emails for a job when it enters Production.

    5 votes

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    0 comments  ·  Automation  ·  Admin →
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  6. 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.

    4 votes

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    1 comment  ·  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

    4 votes

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    0 comments  ·  Automation  ·  Admin →
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  8. 4 votes

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  9. Conditional Logic for Required Fields

    Not sure of category...

    Currently we are able to mark Contact Fields as Required.
    The issue is that it is all or nothing.
    Would like to be able to use conditional logic to assign these as needed, not on all clients or stages.

    Examples:
    If a client is moved to a sold status, a sale date would be required.
    If lead source equals Referral, referring individuals name and email would be required.

    These are specific instances, but this would be useful across industries.

    4 votes

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  10. 4 votes

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    1 comment  ·  Taxes  ·  Admin →
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  11. Remove requirement to have stages in order

    Right now we can't change the order of workflow stages. We want to be able to have things in our own order.

    4 votes

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    0 comments  ·  Workflows  ·  Admin →
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  12. automate to change status in workflow

    I would like to see the same ability applied to work order workflows that is applied to job and contact workflows that allows an automation to change the status of work orders. For example, Doc type "Sub Est." is uploaded, change work order status to "Est, Received" or Task Complete ---> Change status to ....
    Thank you for your consideration.

    4 votes

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    0 comments  ·  Automation  ·  Admin →
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  13. Team Member CSV Upload

    Please make CSV upload available for users. This would be most beneficial for new customers who are inputting new users. I just finished inputting over 100 users and would have found this very beneficial.

    4 votes

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    Viewed  ·  1 comment  ·  Teams  ·  Admin →
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  14. 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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  15. Edit Contact/Job Option under Access Profiles

    It would be great if we had the option to block the edit option from users under "Access Profiles". I want some specific users to have access to a specific contact/job, but I do not want them to be able to edit the contact/job.

    4 votes

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  16. Reset Job Number

    Would like the ability to reset the Job ID numbers. For example, they now have over 10,000 jobs, and would like the keep the ID number to 4 digits, but since they have over 10K this creates more then 4 digits in there Job ID number. They just want to have the Job ID number (with only 4 digits) and the year.

    22-{{jobid}}

    4 votes

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    1 comment  ·  Admin →
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  17. Estimate Automations - condition around workflow type

    The ability to place a condition on an estimate automation for the workflow type.

    4 votes

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    0 comments  ·  Automation  ·  Admin →
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  18. Maintain existing workflow on parent records when an automation with multiple status change actions on it gets triggered

    Improve automation action capabilities so that two or more status change actions that occur in different workflows can exist on the same automation, without them conflicting and some times changing the Contact Type or Job Type of the parent contact or job record to a different workflow.

    4 votes

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    0 comments  ·  Automation  ·  Admin →
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  19. Automation for multiple invoices or based on multiple record types

    I progress bill, meaning I bill up to 3 times (deposit, in-progress, and final bills). Having an automation that can change the job's status once all invoices have been paid or be based on all invoices being closed and the jobs status matching a specific status would be very helpful. I need to make sure the automation only happens from the Pending Payments status and ALL invoices created have been paid/closed

    3 votes

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    0 comments  ·  Automation  ·  Admin →
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  20. 3 votes

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    0 comments  ·  Automation  ·  Admin →
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