Contacts & Jobs
213 results found
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2 votes -
Related Contacts view on Job page
I like the new layout on jobs showing the related contacts on the right. Can we have the Primary contact still highlighted in green. Also, include the status to show if it's active/inactive. It would be cool to also have the icon of the Sales Rep or assignee on it in a little circle icon; similar to how it's laid out on the board cards
2 votes -
Option to customize the display bubbles of contacts on the job.
Specifically the option to change the colors of the bubble to more colors than just green or greyed-out.
Also the option to add critical notes or the standing of the customer. Some customers we just never want to work with ever again, and it'd be nice to have a way to clearly label that without having it in the display name (which can show up in other places such as estimates/emails/etc).2 votes -
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 -
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 -
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 -
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 -
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 -
map
It would be nice to have the map view on the desktop like you have on the app.
2 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 -
undo
Add an "undo" button for the job boards. Sometimes when viewing the boards you can accidentally move a job to a different status which may trigger automations, and then when you move it back it may re-trigger old automations. Big uh-oh - but not with an undo button.
2 votes -
2 votes
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It would make more sense if the gate code field populated in the Job if it was already inserted in the Contact.
It would make more sense if the gate code field populated in the Job if it was already inserted in the Contact.
2 votes -
Territory map for sales reps
Some kind of mapping feature for sales reps territories
2 votes -
Add a label to indicate whether a note/attachment is private
I would like some type of label included on private notes/attachments so I indicate that setting on the activity feed without having to edit
2 votes -
Track time last communication sent to customer
I would like to track the last time contact was made with a customer. Similar to how "days in status" is tracked
2 votes -
2 votes
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Assign multiple reps to contacts automatically
Be able to choose multiple users that will be assigned to a new contact automatically.
Assign all past contacts in the system to multiple users using batch (bulk edit) instead of doing one at a time
2 votes -
Show Contacts in sidebar in Board view
In the boards, when you click into a contact/job it takes you directly into that file. Logo would like: If you click on the contact, their file just pops out to the side, but keeping you within that board. So logo can quickly move on to another contact/job. They don't want to have to click the "Back to board" button and then have to scroll over to find the column they were working in
2 votesThis is in the works now, but will require time to fully build out and migrate users.
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