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162 results found

  1. Custom Workflow Stages

    Need a stage for "Legal" or the ability to create custom stages for Insights

    3 votes

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    0 comments  ·  Workflows  ·  Admin →
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  2. 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)

    2 votes

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  3. 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.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  4. 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

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    2 comments  ·  Automation  ·  Admin →
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  5. Email feature to have CC BCC & drop down menu to select all internal users

    Email feature to have CC BCC & drop down menu to select all internal users

    1 vote

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    0 comments  ·  Admin →
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  6. Budget to have 2 different columns: for starting budget & for final actual cost to compare side by side

    Budget to have 2 different columns: for starting budget & for final actual cost to compare side by side

    1 vote

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  7. Budget has print or save as pdf feature

    Budget has print or save as pdf feature, currently we can only do screenshot the page to save the budget as pdf.

    1 vote

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    0 comments  ·  Admin →
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  8. Add "INTERNAL NOTES" column in Budget section

    Add "INTERNAL NOTES" column in Budget section

    1 vote

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  9. Add "END DATE" column in Work Order list

    Add "END DATE" column in Work Order list, this is useful to have a glance view of each Work Order without going inside to view the work orders.

    1 vote

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    0 comments  ·  Admin →
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  10. 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!

    8 votes

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    1 comment  ·  Automation  ·  Admin →
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  11. Longer Products & Services Titles!

    Being able to have a longer title for a product with more than 31 characters would be great!
    The limit is very annoying and unnecessary and makes it hard when trying to add different products that have slight variations (ex: "Install New Gutters - Aluminum" or "Install New Gutters - Copper")

    1 vote

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  12. 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.

    1 vote

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    0 comments  ·  Access Profiles  ·  Admin →
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  13. automation for when a job status is moved out of a status

    We want to put an automation in that will tell us if someone changes the status of a current status? Specifically, if someone takes something out of one of our Key status. Or if there was a way to Lock a status so that only one person can move it out of a status?

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  14. 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...

    5 votes

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    2 comments  ·  Teams  ·  Admin →
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  15. 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.

    3 votes

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    0 comments  ·  Automation  ·  Admin →
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  16. Budget Commission Permissions in Access Profiles

    Have the budgets set to only allow for an admin to mark the budget as paid or unpaid. For the user access to view a budget not allowing them to be able to mark the budget as paid or unpaid

    1 vote

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  17. More Access Profile Options

    This "account setting" check box seriously needs to have it's features broken in to more granular control.

    1 vote

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  18. Are Respite Care Services Available for Overnight Stays?

    Yes, respite care services are often available for overnight stays, providing continuous care for seniors while giving their primary caregivers a chance to rest. Quality home care agencies in Chester County offer overnight respite care to ensure that seniors receive the necessary supervision and support throughout the night.

    Overnight respite care is especially beneficial for caregivers who need a break but are concerned about leaving their loved ones alone at night. It ensures that the senior is safe and cared for while the caregiver gets the rest they need.

    Visit Now: https://qualithealthcare.com/services/

    1 vote

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  19. Limit what users can create records

    Some of our guys shouldn't be able to clog the pipeline with jobs they created. Wish their was a way in the user profile to limit jobs creation and maybe even contact creation

    4 votes

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  20. Group/Filter Templates in Settings

    I would like to be able to group up estimate templates so they are only visible by the design templates I use or based on groups so there isn't a massive list when viewing all the saved estimate templates.

    1 vote

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