Documents, Photos, Forms & Attachments
227 results found
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Ability to add custom columns to Templates
Specifically we need a column on our Materials Order template for the material source (i.e. Beacon, Shop, ABC, etc) but I can think of many more examples where this would be useful.
5 votes -
Add signed status to documents
Add a signed status to the documents status feature, and mark the documents as sent when a signature is requested!
5 votes -
Resize Images
Ability to resize photo.
5 votes -
open documents in new window
Instead of documents opening within the same window, open them as a new window(or tab) within the web browser. As it currently stands when you open a document, measurements for an example, it opens within the same tab. This method only allows one document to be viewed at a time. If the document were to open in a new tab within the browser we could easily have multiple documents open at one time. When I order material for a job I will open the Eagle View and the selection sheet that we use, but in the current system I can…
5 votes -
4 votes
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Flow chart options for Forms
It would be helpful for forms to have a flowchart function. For example, depending on the multiple choice answer provided (Q. what is the roof type? A1: Shingles, A2: Standing Seam), you are led to complete different form fills past that point.
4 votes -
Limit team members' ability to view email threads/attachments
Create an accessibility setting for specific team members/groups' access profiles to limit their ability to view email activity from other users and also limit ability to download/view attachments in the emails. It kind of defeats the purpose of limiting team members to be able to view documents such as estimates and invoices when they have full visibility of email activity in which they can just download the attached file and view it.
4 votes -
4 votes
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bulk export photos and documents on jobs
bulk export photos and documents on jobs
4 votes -
Save Over Previous Photo When Drawing on a Photo
Whenever I put drawings on my photos and go to save the photo, it does not allow me to save it. It only allows me to save it as a copy. Why! So now when I go to mark up a photo I will have a blank copy and the copy I just marked up. Filling up my photos.
Can you address this please.4 votes -
Template fields for secondary related contact
We need a way to pull contact information for a secondary related contact on document and email templates and for signatures
4 votes -
Signatures on WORK ORDERS
Just like on estimates and documents, WORK ORDERS need to have a native way of adding signatures. We've had a number of subcontractors argue payments with us because they didn't sign for anything. If we send a work order to a sub to accept, we want them to sign for it as a means of accepting the scope of work and payment terms.
4 votes -
Attach Pictures And Documents to Estimates/Invoices
Not only should we be able attach Pictures AND Pdfs that are multiple pages, but also please make it to where they can be attached to the estimate or invoice as a whole vs. to a single line item. (Similar to "Add Item/ Add Section", but Add Attachment).
The way it is right now, our salesmen have to send the estimate and/or invoice then a Separate email that includes the pictures and documents needed for the homeowners to have Legible, Large Format documents to submit to their HOA or insurance company. It adds steps that are supposed to be simplified…4 votes -
Ability to Hide Documents or Photos That Are Not Relevant
Estimate & Invoice Example -- If we send out 3 estimates/invoices for one job and they only sign one, all estimates show in the documents tab without indication of which one is the signed version. Currently, the only way to determine the valid estimate or invoice is to go back to the financials tab and find the Fully Signed estimate number, then go back to the documents tab and match that to the number in the documents tab. When we have 50 jobs running at a time, this is a nightmare. Either they shouldn't copy to documents Unless they are…
4 votes -
Restrict visibility access for different Attachment Categories
Visibility on different types of documents.
Prevent certain groups/individuals to be able to see certain types of Attachment Categories.
4 votes -
Print and sign and reupload.
Please have an option to print estimates with a sign and date option .
4 votes -
Customizable Signature Line
I have a commercial property owner who would like to electronically sign their contracts, but would like to add the title "managing member" under his name, but not have that part of the signature. it would be great if we could edit the signature area and add titles under the signature line.
4 votes -
Signature Type for Forms
It would be helpful if one of the type of elements in forms was a signature capture field. We currently use a paper job completion form where the customer and sales rep sign after doing the final walk-around at the end of the job. Rep verifies he inspected job and brief customer on warranty and other items, and customer signs buyoff. This feature would allow reps to upload signed forms into the job.
4 votes -
Change Orientation of Photos after Upload.
The ability to change the orientation of photos after they are uploaded!
4 votes -
Customize Document Status
I would like to be able to customize the status options for documents. Specifically have an option to show a document as "Approved."
4 votes
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