Documents, Photos, Forms & Attachments
92 results found
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STATUS SORT FOR WORK ORDER
IT WOULD BE AMAZING TO SORT STATUS (I.E. OPEN, CLOSED, ETC.) IN THE WORK ORDER SECTION OF THE WEB AND MOBILE APP.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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The ability to pin a note or email
It is easy to lose track of important emails or notes regarding projects, so an ability to "pin" said note or email would be helpful.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Draft vs sent status
When an email is sent from the activity folder we are able to add additional comments to the email, and we really like doing this to have better communication with the customer. However, when sent from the activity folder the status isn't changed from draft to sent, it stays in draft. Then our office manager sees that we have a bunch of estimates that are only in draft status, when in reality they have been sent to a customer.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Enable Deletion of Icons, Logos, and TXT files auto extracted from emails when we email them in
It would be great if we can filter out or allow deletion of icons, logos, and txt files automatically extracted from emails. It consumes pages of photo space and you can't readily find what you need. I fully understand disallowing attachment deletion for recordkeeping sake, but is there a way to allow deletion of .png and .txt files only? Or maybe filter by file size and if they are under a certain size AND are .png or txt, allow deletion? It would make things cleaner and more organized if this was possible. Or if we could even send screenshots and…
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Photo descriptions on Financial docs
When adding photos to work orders and other financial documents, automatically include the photo description from the photo section of the contact or job they are being uploaded from
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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1 vote
This has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Scan document to create fillable form
Ability to scan document or form to create a fillable form or document that can then be signed
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Notifications in Desktop Site
Our office staff who work in front of the computer all day want to see "Notifications" in the desktop site. This prevents them from picking up their phone getting distracted by the MILLION other notifications waiting for them on their phone:) Instagram, Snapchat, Twitter, personal texts etc.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Document esigned status
I'd like the ability to create a report showing wither or not a specific company document (contract agreement) has been sent to a contact, and then show the status, if the document has been sent, opened, or fully signed. If that doesn't work, some way to trigger an automation when a contact signs a company document.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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List Android App in Amazon Marketplace for use on Windows11 Tablet
Windows 11 Can now run Android apps but they need to be listed on the Amazon market place.
I would LOVE to be able to run the Android app version on our windows tablets instead of using the web browser.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Downlaod Estiamte Tempaltes
The ability to download estimate templates.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Increase photo upload limit to 1000+
We often need to upload hundreds of photos from our job sites at once. Now, we need to do this in chunks, and it's extremely inefficient.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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3 votes
Closing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Ability view all photos with a View All setting
On the web browser, it would be nice to have a check box in the photos tab or setting to be able to select "View All" rather than going down and selecting view 100 max. It would minimize time with lest clicks.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Badges for number of items in files
Able to see the number of items in each file at a glance like the notifications tab at the bottom of the page. i.e.
Tasks - 1
Photos - 181 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Ability to filter (reject) images from email replies
Ability to filter (reject) images from email replies
Would like to continue saving attachments but avoid images such as signatures and logos.
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Template questions with a Photo type
Include a Photo type question to the template questions so I can select specific photos for specific areas on a document
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Group photos in document templates
Currently, when using the [[photo_attachments]] field to attach photos, it does not allow to add photos in groups. It would be very helpful to be able to attach photos and break them up in sections or groups on a document template.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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The app does not allow my coworkers to see my notes as to what the document is under documents, which makes searching hard. Please update
The app does not allow my coworkers to see my notes as to what the document is under documents, which makes searching hard. Please update
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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The work order template and the estimate template need to have the same format.
In the WO template there isn't a amount column. I would like the ability to have a total appear in the section when checked, like it does in the estimate template.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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