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25 results found

  1. A way to search for certain verbiage

    If i want to find a project we did lets say staining a deck. If we could search "deck" or "staining" or "deck staining" and every project note we have put in will pop up in the search. sometimes we forget the names of jobs we have done so searching for key words within the notes would be really cool and beneficial and save us lots of time.

    2 votes

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  2. insights

    I am running a lead report on insights. I am using the report to show me mistakes like (Unassigned Lead Source) I have gone back into the Jobs and Contact and added the Lead Source. I then reran the report and no changes. Through your support they told me data changes can take 24 hours (that is not good, it should be instant) also they explained it has to do with the status and if it is in the sold status I would need to change the status for the lead report to properly work. That is very cumbersome and…

    2 votes

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  3. Hide completed jobs from search

    2 votes

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  4. Web Browser (Safari) Update

    Requesting an update to the WEB BROWSER version, specifically Safari, to be more comparable and user friendly for iPads on LTE while in the field.

    Issues include:
    - crashing
    - constantly needing to refresh page
    - lagging in updates made to documents, estimates, calendar, etc.
    - unable to see certain windows fully
    - unable to expand small text boxes

    2 votes

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  5. Search dialog box should not populate completed or archived jobs or work orders

    Search dialog box should not populate completed or archived jobs or work orders, the search dialog box has become ineffective due to the number of completed jobs and/or work orders we have now and we have only just got started, deleting these is also not an option as we require the historical date to refer to

    2 votes

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