Contacts & Jobs
277 results found
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Convert contacts to jobs
Ability to convert jobs to contacts or vice versa
3 votes -
Hyperlinking phone numbers in notes
We would like to request that when a note is made with a phone number in the app that it would hyperlink so that you can call someone directly from the note while remaining in the app. We will not always need that secondary contact person to be a 'related' contact, so adding in their number to the notes usually makes the most sense.
3 votes -
Notes on Financials Show on Activity
I'd like the notes that are left on financials, tasks, & work orders to also show on the main activity feed instead of having to toggle to the specified record to view the note.
3 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
3 votes -
Make assigned to a drop down
I would like the assigned to field to be a drop down just like the sales rep field so you don't have to type a name.
3 votes -
Alerts For Duplicate Contacts
Would like to be alerted when any information (phone number, address, etc) matches another contact to make sure there are no duplicates
3 votes -
Estimate Preview
It would be nice to be able to preview estimates prior to saving.
3 votes -
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 -
Pin job description to top of page
Option to pin the Job Description box to the top of page when scrolling
3 votesAdded to the Jobs v2 sidebar. will be rolling out to all users this year.
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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 -
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 -
Bulk edit notes
Ability to bulk edit notes, currently we can only bulk delete notes
3 votes -
Contact Custom Fields to be seen by Zapier
Contact Custom Fields should be visible on Zapier.
3 votes -
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 -
Custom field for URLs on Jobs
Make it so we can create our own fields where we can put a website URL.
3 votes -
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 -
Customize "Sales Rep" Field Name
The ability to customize and change the field name "Sales Rep" to "Solar Consultant"
3 votes -
Display "Work Order" totals on Job Card
Be able to add work order totals on job cards
2 votes -
Different card customizations for each list
The card customization is helpful and it'd be great to customize what information shows on a board card based on the list/status that job is in.
2 votes -
Add Color to Board Cards
It would be helpful to organize jobs/contacts on boards by color
2 votes
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