Contacts & Jobs
261 results found
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Dropdown Boxes / Toggles / Checklist options for material Orders & Work Orders
Have material order and workorders have more customization (like the forms that we saw at JNSS21), I would love my work orders to have the ability to have a Yes/No checkbox and drop down box options, would save on multiple templates being created.
5 votes -
Attach Photos to Notes.
The ability to attach photos to "Create Note" from the photo files.
5 votes -
Customize Contact Boards
It would be great if you could customize the colors and order of each contact board specifically to each user, rather than have it change for the entire team.
5 votes -
Multiple Statuses for Jobs/Contacts
For example, if we collected a payment, while waiting on status of an inspection, I would like to have 2 statuses active showing that we did collect the payment, and that we are still waiting on inspection.
5 votes -
Have the first page of the work order and material order be a photo of the home and address
We got accustomed to this with sumo quote. The first page of the work being the photo of the house and address really helps crews know they are at the right house. Also our supplier has mentioned that they really like this as it also helps their drivers when they are delivering materials before the job starts.
4 votes -
Add inspection images page to workorder from the signed quote
In sumo quote when I create a work order it adds the inspection images page to the work. These are things the sales guy made a point to take an image for clarity on instructions or a particular item to the homeowner in his estimate and signed quote. This really helps improve communication to our crews. This way the right item gets removed or stays on the roof, or special details pointed out. It also saves me a lot of time not having to go into our photo album and repeat the process.
4 votes -
If Contact is updated, Job should subsequently update.
If a Contact is updated in any way, the associated Job should subsequently update.
4 votes -
Creating Multiple Categories for Job Fields
We have alot of commercial and residential clients and we use the Job Feilds as a template of questions for our receptionists ask during job creation. These question normally only apply to residential full replacement customers so we just have to type a note for commercial clients. It would be great to be able to create entirely different templates in Job Fields for each different job type.
4 votes -
Create "trades", under jobs, that are able to be tracked in a Gantt chart.
Things right now are split between contacts and jobs. If you added a "trades" section that ties into the parent job, that ties into the parent contact, that would be ideal. A person calls, we add them as a client. We create a job to provide an estimate for what the client is looking for, and for the sales team to see where that lead goes. At some point the estimate is approved and "trades" are created. If the estimate was for roofing, siding, windows, and gutters then four trades are created for the production team to follow. The production…
4 votes -
Not Require Adding a Phone Number and Email when adding a Contact.
On JobsV2 I would like to be able to add a contact without having to add a phone number and email. We don't always have that information available when we get a new lead.
4 votes -
Customize Board Column Width
I would like to be able to make board columns wider, if needed.
4 votes -
Photo Download or Print
Select certain photos to download or print without having to download them all and click on each individual photo.
4 votes -
Activity Filter options
I'd like to have an option to choose my default filter for the Activity view.
4 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 -
Satellite map view
Option to view maps in satellite view
4 votes -
Total Amount paid on boards
I would like to include the invoice amount paid in the column header on boards
4 votes -
Search function with notes
I would like to be able to have a search function that will scan all notes entered on a contact/job and find keywords entered in those notes.
4 votes -
Ability to search from the list view in contacts and jobs
Would like the ability to search jobs or contacts via a search bar. When clicking on the contacts or jobs icon at the top of the page and entering the list view it would be nice to have a search bar vs. having to click through multiple pages looking for that contact or job. The search bar at the top of the page is decent but pulls everything together.
4 votes -
Unapproved estimate totals show on boards.
The ability to pull the unapproved estimate totals into the board's columns.
4 votes -
Create Estimate as an option on Contact/Job menu
Include option to create Smart Estimate from "3 dot menu" on contact/job.
4 votes
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