Communication
11 results found
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Recurring Automations
Would love the ability to have automations be recurring (weekly, monthly, similar to a calendar option when making an appointment). I have several follow up emails sent to clients and sales reps based on how long a job or work order has been in a current status and would like to set those up to automatically send instead of having to create multiple different automations.
2 votes -
Need all the same functionality for documents as estimates
Need documents to have all the same options and functionality as estimates. We send estimates/proposals first and then if the homeowner approves, we send a separate contract which your system can only do as a document. This doesn't really make sense. We also have to embed the estimate into the document which looks awkward instead of being able to populate the same info that the estimate does like products and services etc. And, because of this we can't set the same automations or form settings on both. They should be interchangeable.
1 vote -
If-Then programming within templates
It would be very helpful to apply If-Then programming to template fields within a template in order to customize the text for the specific customer. For example, a customer may need an old fence removed before installing a new one. I could have a custom Boolean field for "Remove old fence?" If this is checked, a sentence would be included in the template stating "We will remove your existing fence." If it is not checked, then the sentence is omitted. This type of programming is available in other software using similar template fields.
3 votes -
Be able to add PDF's to email templates for automations
We want to add a PDF to our welcome email template for an automation, but we're not able to. I'd like to be able to do this.
14 votes -
Email template fields options
In the email template fields in settings, when we want to add a material date and a task date directly from a job we have to create custom job fields. We would like the option to select 'Most Recent Material Order' from the jobs portion of the drop down, as well as 'Most Recent Task' from the job drop down.
4 votes -
Create a note section in Activities section
Place a section on top of the activities thread that would separate and prioritize notes themselves. Often notes get lost in the sea of communication/ emails thread. Seems it would be better to separate them as most that are important and made to notify. Also, could be helpful to allow notes to be prioritized by degree of importance through color code or some type of labeling.
8 votes -
Keep Insert Template Field open when clicked
If the Insert Template Field menu would stay open when clicked and close either by clicking the button again, making a selection, or clicking outside of the menu. If the menu would scroll independently so all items can be shown in a smaller space should help with the menus containing a large list.
5 votes -
Ability to make email templates private/restricted
The ability to make email templates private to each individual user.
6 votes -
Ability to add documents to email templates
I want to be able to create an email template that contains several documents within it, That way when the customer receives the email, they can click on each document to pull them up to review it, print it, sign it, etc.
31 votes -
Ability to adjust line spacing on document templates
I'd like to be able to adjust the line spacing within the document templates rather than having to copy/paste from a Google Doc to get it right. There should be something built in to the template along the toolbar that allows for line spacing adjustments.
14 votes -
Upload Video to Email Template
We would like to add a short "introduction video" of each of our salesmen to our "welcome email".
7 votes
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