222 results found

1. Equipment Tracking

   It would be great if I could track equipment on the job. Right now, I have a tough time keeping track of where things are.

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2. Duplicate (Jobs) with out copying documents

   There is a feature to duplicate jobs already, however this feature duplicates over any documents to the new job you create, which can cause issues. Sometimes when creating a new job, it is for a previous address we have already done work for, especially for HOA's or Property Managers. In these cases, some information has or will not change (Ex: Roof Pitch, Roof Type, Shingle color/type)

   As these types of jobs are duplicated (i.e. repeats), it would be great to duplicate the jobs when creating a 'new' job rather than having to reenter the data, that does not pull over all the documents as well.

   Sometimes we need to add another contact from the same company, so duplicating all info and related items, etc and just changing the name, or basic information that is needed.

   There is a feature to duplicate jobs already, however this feature duplicates over any documents to the new job you create, which can cause issues. Sometimes when creating a new job, it is for a previous address we have already done work for, especially for HOA's or Property Managers. In these cases, some information has or will not change (Ex: Roof Pitch, Roof Type, Shingle color/type)

   As these types of jobs are duplicated (i.e. repeats), it would be great to duplicate the jobs when creating a 'new' job rather than having to reenter the data, that does not pull over… more

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