Contacts & Jobs
210 results found
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Estimate Preview
It would be nice to be able to preview estimates prior to saving.
3 votes -
full calendar in app
Im trying to figure out why the feature of seeing all team members calendars was not implemented in the new app?? My sales people need to be able to click and see our site assessors calendar without pulling up the desktop site (because guess what the desktop site is definitely not app product friendly, it is so glitchy!) please add that option as wells as the boards option to the new app otherwise its useless to our company.
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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Filter boards by Job dates
Would like to be able to filter boards by Job date
3 votes -
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 -
Add hyperlinks to Custom Job fields
Add hyperlinks to custom Job fields to link outside website or sharing directly into the customer information.
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 -
Bulk add jobs to all contacts
Ability to Bulk add jobs to every contact or select contacts
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 -
Conditionally Required Custom Fields
I would like to have custom fields that are only required to be populated before moving the record into specific statuses or stages.
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 the field name for "Sales Rep"
The ability to customize and change the field name "Sales Rep" to "Solar Consultant"
3 votes -
apluscontractorssean@gmail.com
Add a color wheel to the calendar and let us color the task different colors vs the assignee for important jobs or other important things going on other than just the color of the person assigned. Lick you can in Goggle Calendar. We would love to be able to color tasks and jobs with any color needed.
2 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.
2 votes -
Search by Claim Number
When searching for clients, you can use the phone number, email, or name. You can never search by the Claim number. When adjusters call, they sometimes only refer to the claim number and not the insureds name. It would make it easier to type that in and find who they are calling about. Or when an email comes through and there is no name in that email, just the claim #.
2 votes -
Have the option to assign a sales rep to a contact when creating a Job in Jobsv2
I would like the option to assign a sales rep to both the contact and the job when creating a job in JobsV2. This way the sales rep would be able to see the name of the contact.
2 votes
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