Contacts & Jobs
222 results found
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Being able to send an estimate for a signature and type a personal message with it.
Right now I email the estimate with a personal message and when they want to sign they have to let me know and I have to resend for signature.
2 votes -
Make contact color different from job color. Easier to tell what form you are in.
Make contact color different from job color. Easier to tell what form you are in.
5 votes -
Ability to track activity on contacts
I would like to be able to see if calls are made to new leads/contacts without creating a custom field or requiring them to move a status. Storm season is here and we have had over 400 leads in the last 10 days. Need an easier way than manually doing this daily.
2 votes -
Route Planning for jobs
A feature or integration that would help plan a route for selected jobs each day would be extremely helpful!
18 votes -
Work Order Board
Ability to add custom info on the card from the Parent Contact (like Job #) or the Subcontractor assigned to the Work Order. The amount of info that can be put on the card is so limited compared to a board for contacts.
2 votes -
Custom Job Fields show in Calendar
We have a custom job field for installation date. It would be great if this field could show up on our calendars.
3 votes -
Sync Contacts Different types of Contacts to Contacts (Customers) on QuickBooks
We can not sync more types of Contacts to Quickbooks
- Allow to map more types of Contacto to Quickbooks sync
2 votes -
map
It would be nice to have the map view on the desktop like you have on the app.
3 votes -
Create a job section for notes only. Notes get lost within all of the activity updates.
If there was a dedicated notes section in each job, it would be easy to see all progress within the notes.
2 votes -
Date created
I would like to be able to include the date a contact was created on the card in boards not just the date the status was changed. I want to know how long that lead has been in my system not just the date it was reset to a new status.
2 votes -
Activity Filter options
I'd like to have an option to choose my default filter for the Activity view.
4 votes -
Modify Custom Field Order
Add ability to drag and drop custom fields to be able to reorder them
3 votes -
JOBS users that dont use CONTACTS for certain features should be able to block/disable those features
We need the ability to prevent notes, emails, tasks, files, and financials from being created on the contact, and only created on JOBS.
In our company, we track everything through the job itself and not the CONTACT. Sometimes the employee ends up on the CONTACT details and starts to create these items thinking they are on the JOB, and then mistakes begin to happen because they thought it was noted, or an email sent, and there is no evidence of it on the job for other team members.
This could be at the account level or from ACCESS PROFILES
4 votes -
When filling out the JOB INFORMATION, please give us the option to enter both a physical address and separate billing address.
Many of our customers are big companies (their physical address is different than the billing address). So when processing credit card payments over the phone, it says that the payment failed because "address mismatch."
7 votes -
Satellite map view
Option to view maps in satellite view
4 votes -
Add Sections to Job Fields
It would be nice to have the ability to add a section header to the Job Fields. This would give them a space between to categorize information together. There is a lot of information we can input and being able to break it apart into groups of information would make it easier to organize. For example, a section header that says Insurance Information with all the fields related underneath like Insurance Company, Policy #, Claim #, ACV, Deposit, RCV etc.
10 votes -
Insurance Claims Information
Add fields to job type Insurance Claim-Adjuster name, phone number, email, Ins carrier, Ins Agent contact info, claim #
2 votes -
Total Amount paid on boards
I would like to include the invoice amount paid in the column header on boards
4 votes -
PRINT OUT A CONTACT RECORD WITHOUT PRESSING PRINT 4 TIMES
Button on Contact to print out contact record that prints right then, not have to press print 4 times
3 votes -
Customize assignee initials on contact cards
Ability to pick whose initials show up as the main assignee on contact cards on boards
8 votes
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