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Contacts & Jobs

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263 results found

  1. Add additional phone numbers to Job

    We do quite a bit of work for property management companies. We have the contact information for the property manager in the contact, but when we enter individual jobs we enter the tenant contact information, there is no ability to "click to call" the tenant's phone number, so we end up having to manually enter the phone numbers.

    3 votes

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  2. Pin job description to top of page

    Option to pin the Job Description box to the top of page when scrolling

    3 votes

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  3. Additional filtering options and bulk edit from contact list view

    I'd like to treat the Contacts more like a standard CRM that we can filter, then bulk edit rather than having to create a report to bulk edit that will end up being removed immediately after anyway.

    3 votes

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    Viewed  ·  1 comment  ·  Contacts  ·  Admin →
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  4. Have boards show email notifications on the cards

    When you are looking at boards, it would be nice to have a notification pop up that an email has been received from the contact to better engage on replying back to the client.

    3 votes

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  5. Bulk edit notes

    Ability to bulk edit notes, currently we can only bulk delete notes

    3 votes

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  6. Contact Custom Fields to be seen by Zapier

    Contact Custom Fields should be visible on Zapier.

    3 votes

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  7. Notes counting as a "Update" to a contact/Job

    Notes will trigger activities as a update to the contact or Job . This allows features like automations to trigger off notes as well

    3 votes

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  8. Custom field for URLs on Jobs

    Make it so we can create our own fields where we can put a website URL.

    3 votes

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  9. Lead Importance with Color Coding

    Ability to add an urgency notification that we color code (Urgent - Red) to jobs so the PM's know that the customer needs to be called back immediately.

    3 votes

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  10. Customize "Sales Rep" Field Name

    The ability to customize and change the field name "Sales Rep" to "Solar Consultant"

    3 votes

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  11. Organize Data By Address

    We need a way to organize our data by address. A proposed way to do this while keeping the current system of organization, is to offer a 2nd way to view our data and even integrate it with 3rd parties (such as hail tracking programs): At the top where you have Home, Jobs, Calendar... there can be another header called Addresses. There, you can sort by any address field - Address line 1 or 2, City, Zip Code. You can drop down on each address to see the different jobs created at that address with the primary contact for the…

    2 votes

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  12. ADD LEAD SOURCE TO CONTACTS ON JOBV2

    On the new "job experience" Lead Source is ONLY on Jobs not on Contacts. Need this on Contacts levels. Also must be able to run reports on Lead sources to track our lead flow.

    2 votes

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  13. Custom decimal field options to disable auto rounding

    When you create a custom decimal field, there is a hard limit that the system will round to. Currently, anything beyond the hundredths place will be rounded, and there is no way to disable that.

    2 votes

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  14. Allow the user to set the preferred default drop-down option when viewing the activity page.

    Every time you view activity, it defaults to User Created. Being able to set what the default option is.

    2 votes

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  15. 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.

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  16. status restriction

    statuses that roles are not assigned to should not be able to pull jobs out of and put in other statuses. If we can limit their ability to move a job to a certain status. We want to be able to limit their ability to move the job out as well.

    2 votes

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  17. becky@redmondroofing.com

    I’m getting complaints from my estimators about creating a contact through the “add job”. When you create a contact leading into a job I have 4 complaints: Phone number is a required field, email is a required field, the zip code doesn’t auto fill the city, and the state is a drop down selection requiring a break in flow when it should/could default to Washington. I know you can easily change this because none of these are the case when you “add contact”. I want “create new contact” when creating a job to be the same as when you just…

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  18. Allow users to set tagging as a required field for a job

    Allow a user to set the tagging field as a required field to enter information to.

    2 votes

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  19. Being able to choose what contact information is populated in a NSE estimate

    The issue we ran into is they had an old sales user who was no longer an active user and was replaced recently, and it took the system a second to refresh the contact information automatically populated on the estimate. It would be nice if there was simply a drop-down to select which user you would like to populate their contact information on the estimate.

    2 votes

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  20. Referral

    I would like when I select referral for lead source that it gives me another drop down to connect a contact to this referral. At that point I should be able to create a new contact if need be or link it to a contact already in the system. Then from that I would like a KPI in the contact so when I go look at that contact I can see "referred jobs" and their status - closed won, lost, waiting for payment, whatever it may be. This would give me great tracking ability on whos referring who and if…

    2 votes

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    1 comment  ·  Jobs  ·  Admin →
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