Settings
184 results found
-
Products & Services Tree - Parent-Child relationships
Should be able to select a product and then select from sub-products or have other choices (size, color, variation), and potentially sub-sub-products underneath them.
This would allow for a lot more flexibility, organization, and speed when creating an estimate or invoice.
106 votes -
Automation for Subtasks
It would make our process twice as fast if we could automate subtasks! Right now when a new job is created I have to go back into every task and create the subtasks. Kind of a pain but it's better than having 100 tasks. It is much easier for us to delegate and keep track when we can consolidate the tasks and have more subtasks because some of our tasks are more like big checklists of everything we have to check on for a meeting within a job.
19 votes -
2-Step Verification for Login
I'd like to see a feature to add a two-factor authentication. There is sensitive data and information and I'd like to see another level of security added.
10 votes -
Add Photos/Attachments to Products & Services
with the ability to post selected pictures and/or brochure in form/document creation.
19 votes
- Don't see your idea?