Contacts & Jobs
336 results found
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estimate customization
The size and location of different text and items should be more customizable. Currently the list of packages and their pricing shows up super small and then a massive financing company logo shows up with huge pricing totals, It makes the page clunky and unappealing. Everything from column width to size of any embedded item should be customizable.
1 vote -
Better Digital Signing work flow - Customers constantly calling to get help with the signing feature
Is there any hope of this feature being improved in the near future. We have to walk at least 25% of our clients through the process and it takes forever. Some we unfortunately end up having to have them print up the lengthy contract, hand sign and mail in. Here is the list of problems with the current set up (worst on the phone, but also bad on a browser) and some suggestions
When they click the [view and sign] button in the email body it goes to a PDF viewer that confuses them. They try to sign it by…
1 vote -
Can you make it possible to reorganize the lead sources. It would be nice to be able to reorganize our most commons on top and/or have a qu
Can you make it possible to reorganize the lead sources. It would be nice to be able to reorganize our most commons on top and/or have a quick update button that alphabetizes them.
1 vote -
Contact Widget
On the related contact widgets, have the 'Company Name' displayed (if there is anything filled in), and also display the contact workflow status or a custom field with their information.
1 vote -
Ability to duplicate jobs with the option of what items/documents/estimates/etc to duplicate
When duplicating jobs it would be nice to have the option what information to duplicate. Docs/estimates/etc. Then checkboxes (if choosing docs or other things) for what docs/etc to also carry over.
This is a useful feature for similar buildings or jobs new construction projects that build the same plan over and over.
1 vote -
Dashboard Widgets
Have the ability to resize/reshape the widgets based on how you want them laid out on the job dashboard. I feel like the two different sizes/shapes you can currently set them to take up a lot of unnecessary space and don't display as much information as they could/should.
And adding invoices to 'Production' widget would be very very helpful to quickly see invoice statuses.
1 vote -
Make Job Layout Settings Global Across the Organization
On the new jobs experience dashboard, we would like widget layout changes (e.g., dashboard arrangement and panel visibility) to apply globally across their organization rather than being user-specific. This would ensure consistency in workflows and visual layouts for all team members.
4 votes -
Customer Share Note
Having the ability to edit the message in the email the customer gets that we have shared their profile with them. Being able to write a short email that describes what has been shared and provides an update to their job status without sending a separate email outlining updates and what could be a straightforward single email with a shared profile link. Could add it in under the first pop up.
1 vote -
Notes - Sub Notes
We use notes as a means for updates on the job. Instead of creating an entirely new note to acknowledge a note that I am tagged in (or anyone else on the team) that is populated above the previous note - having a sub note feature would be super useful and keep the notes section way more organized & clean
13 votes -
Be able to scroll through documents like you can in photos
Instead of having to open each document and then close to view diff ones, add the arrow to scroll through all of them just like the option is under photos.
5 votes -
Color coding for lead source labels
It's just easier to navigate through the dashboard and see from what source we have the most leads
1 vote -
New Job Boards
The new job boards view that showed up today broke the Job Name code - This no longer works, but did on the previous version. {{parentdisplayname}}
1 vote -
Eagleview Property Data Widget
On the job dashboard the eagleview property data widget is not available on the mobile app. I was just at a new customers house looking at roof damage and, when I created the job, I realized there is nowhere on the mobile app to view the sqft, pitch and # of squares. This is where the information is critical. In the field, in a customers living room, where the closing happens! Face to face interaction is always your best opportunity to close a deal. It would be nice if sqft, pitch and # squares could be posted somewhere. Even if…
1 vote -
Email feature needs a significant update
There are several corrections and improvements that should be made with email feature. One thing I noticed that can make any company look unorganized and needs to be addressed immediately is if you have 2 or more contacts listed and connected to a job, when you create an invoice and choose from the job contacts who it goes to, then email it to that same contact - it still pulls the "primary contact" info!
Also, make email signatures per user a thing!
Improvements need to be made to the CC feature
5 votes -
Job Description pull-down window expansion
We use the Job Description for every job. We type notes regarding all job and job point of contact details and often print the job page for the crew workers and estimators. While these notes are not always extensive, often they are and being able to pull down the corner to expand the typing window is crucial. We need to make sure those notes are efficient, spaced properly, and easy to read for both managers and crew workers on the job. Many of us still prefer paper to digital format (or prefer to use both) so making the format of…
2 votes -
Larger photos with descriptions on the work orders
I would love to have the ability to add larger photos to my work orders. The crews cannot tell what is going on using the small photos and cannot give a description, would like to see it similar to the "Estimates"
They could possibly print on a separate page if needed.1 vote -
Tasks through contacts
I went to set up a task on a contact today when I realized that it isn't an option. If it's an option jobs can it be added to contacts as well?
1 vote -
auto fill address
Please for the love of God AUTO FILL THE ADDRESS. You said that it was on your to-do list 2 years ago. It is now 2025 and we still cant auto fill address's. It can't be that hard. please auto fill customer address's.
11 votes -
Option to upload cover photo for job directly in main dashboard
It would be nice if the pop up that opens when pressing "select Photo" in the main job dashboard, would give the option to upload a new photo directly. Currently I have to navigate to the photo tab upload then go back to main dashboard and click another pop up where I can then select the photo.
1 vote -
Estimate Status Column on Job Listings Under Contact
We have different customers like builders, property managers, real estate agents, insurance agents, etc. that have multiple active jobs open in various stages of estimating and job progression. It would be nice to be able to add a column onto the jobs dashboard under the customer for not just job status but estimate status as well. It would give better visibility into whether or not an estimate is being drawn up, was sent out already, or was never made w/o having to rely on reps to update statuses (b/c they're not great at that) or having to go into each…
1 vote
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