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Contacts & Jobs

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308 results found

  1. Private Job Fields

    We need the ability to have some job fields viewable to certain team members but not all. Can't have the reps seeing all of the job fields.

    13 votes

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  2. Being able to delete multiple photos at once, instead of one at a time

    When will we have the ability to be able to delete multiple photos at once? It seems like a basic function. Keep an open mind?

    We would love that, because all to often I will upload 100 of the wrong kind, and then I have to drudgely delete 100 .....one at a time. Lol, would love a work around.

    2 votes

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  3. Print a PDF of a signed or blank proposal.

    Need the ability to print a signed or blank proposal. Some older folks want a paper contract to look at or have for records after the work is completed.

    3 votes

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  4. Ability to create recurring monthly tasks instead of entering them manually every month.

    Ability to create recurring monthly tasks instead of entering them manually every month.

    4 votes

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  5. search fields

    Need to be able to search on any text string (including phone numbers) that appear in the contact card. Also if you used reg expressions to do searches that would be a good secondary hack.

    1 vote

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    1 comment  ·  Fields  ·  Admin →
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  6. Restrict Access to some profiles from editing contacts & jobs main information

    We would like to be able to have our repair technicians see only the information needed for their current jobs and contacts, but not be able to edit or delete the information. They should still be able to leave notes, email, and upload pictures or documents. they should not be able to view any contacts or jobs that they are not assigned to.

    1 vote

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  7. Sort leads from customers

    I would like a better way to sort leads from customers. I think having a field for the stage on the contact page so that only the statuses that are in that stage show up on the list of statuses.

    1 vote

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  8. Need a way to move Contact Info into a Job

    It would sure be nice if there was a MOVE TO JOB option for things like Estimates, Invoices, documents and Photos that were placed in a Contaact instead of a Job The drop down list would show existing jobs for the customer and the option to create a new job if the one you need to move it to doesn't exist.

    1 vote

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  9. Required Field When Moving a Job to Lost

    When changing the status of a job to Lost, I would like a way to require it to give a reason why from a predetermined drop-down list.

    1 vote

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  10. Note Section in Job Details

    Can you add a note section above the job number where we can put special instructions like:
    We are supplying materials
    Lockbox code
    Need to bring extra ladder
    and so on and so forth

    1 vote

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  11. 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.

    1 vote

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  12. Contact Workflow Visibility with Jobs V2

    I would like to be able to make my contact workflows visible by "assignees" only while using Jobs V2, but currently this is not an option as there is no field to add the assignee when creating a contact with Jobs V2.

    1 vote

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  13. Photo Download or Print

    Select certain photos to download or print without having to download them all and click on each individual photo.

    3 votes

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  14. I can add a job type to a contact but not to the job associated with the contact

    I can add a job type to a contact but not a job type to the job associated with the contact

    1 vote

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  15. Secondary Contact and Job Calling Option

    Have a Secondary Contact option within the Job and the ability to One-Click Call them from the app. Having the contact's names next to each phone number would also be very helpful in this scenario.

    1 vote

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  16. 1 vote

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  17. Custom Fields Mapped to Contacts

    We are trying to find a good way of tracking our referrals. In Job Setup, we have the field “Lead Source” with a drop down list. One of the options on the list is “Referral: Please Specify” and then we have to add the name to a custom field below called “Referral Name”.

    I would like to make that custom field “Referral Name” so that we can select one of our contacts, like we do with the “Related Contacts” field. Right now we can only enter text.

    1 vote

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  18. Leadflow Distribution

    I would like to be able to evenly and automatically distribute leads to my sales reps

    1 vote

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  19. 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 #.

    1 vote

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  20. Save an Email Draft

    Would love if the email could save as a draft until I'm fully ready to send. Sometimes I need to get an additional attachment to upload or need more info, but email is fully drafted.

    1 vote

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