We usually have multiple estimates under a job, using a couple to work up numbers which are then rolled into one estimate which actually get sent to the customer. This renders the Jobs/Sales pipelines useless, because it pulls in estimates which were created last, but which were just in-house tools. Would be super nice to be able to view the pipeline based on ESTIMATE STATUS instead of just most recent estimate.13 votes
We need a Daily Run Sheet (Daily Task Report) that INCLUDES the status field. A Task Pipeline Report would be great!
Something for the sales manager to view on a quick glance that shows, rep, task time/day, status, product, notes and address.1 vote
Need a leaderboard on Mobil app2 votes
Please see screenshot. This is a very simple fix you can get done and put on top of the Dashboard and/or the Jobs section. Let us know! Thanks team.5 votes
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