Contacts & Jobs
94 results found
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58 votes
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Creating new jobs
The new way of adding jobs doesn't allow for the choosing of zip code and the city popping up anymore. I feel like that went backwards
When I select a contact, it already has a salesman selected for it. However, when the job gets created, it doesn't pull that salesman into the job. It has to be selected again. Again, I feel like that went backwards
Sometimes I have to email invoices to a project manager AND a main accounting email. I suggest having a multiple email option for a contact.
15 votes -
flag problematic customers
We would like a way to visually flag customers who may have been problematic in the past, so that if they call in for future services a year later, we can catch it and maybe decline working for them again.
2 votes -
Add "Edit Contact" to three dots at the header of the job record.
It was nice in the old layout when I could edit straight from the header section instead of having to click into the contact (thus opening a new window - taking more time)
2 votes -
2 votes
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estimate customization
The size and location of different text and items should be more customizable. Currently the list of packages and their pricing shows up super small and then a massive financing company logo shows up with huge pricing totals, It makes the page clunky and unappealing. Everything from column width to size of any embedded item should be customizable.
1 vote -
Better Digital Signing work flow - Customers constantly calling to get help with the signing feature
Is there any hope of this feature being improved in the near future. We have to walk at least 25% of our clients through the process and it takes forever. Some we unfortunately end up having to have them print up the lengthy contract, hand sign and mail in. Here is the list of problems with the current set up (worst on the phone, but also bad on a browser) and some suggestions
When they click the [view and sign] button in the email body it goes to a PDF viewer that confuses them. They try to sign it by…
1 vote -
Contact Widget
On the related contact widgets, have the 'Company Name' displayed (if there is anything filled in), and also display the contact workflow status or a custom field with their information.
1 vote -
Ability to duplicate jobs with the option of what items/documents/estimates/etc to duplicate
When duplicating jobs it would be nice to have the option what information to duplicate. Docs/estimates/etc. Then checkboxes (if choosing docs or other things) for what docs/etc to also carry over.
This is a useful feature for similar buildings or jobs new construction projects that build the same plan over and over.
1 vote -
Dashboard Widgets
Have the ability to resize/reshape the widgets based on how you want them laid out on the job dashboard. I feel like the two different sizes/shapes you can currently set them to take up a lot of unnecessary space and don't display as much information as they could/should.
And adding invoices to 'Production' widget would be very very helpful to quickly see invoice statuses.
1 vote -
Make Job Layout Settings Global Across the Organization
On the new jobs experience dashboard, we would like widget layout changes (e.g., dashboard arrangement and panel visibility) to apply globally across their organization rather than being user-specific. This would ensure consistency in workflows and visual layouts for all team members.
4 votes -
Customer Share Note
Having the ability to edit the message in the email the customer gets that we have shared their profile with them. Being able to write a short email that describes what has been shared and provides an update to their job status without sending a separate email outlining updates and what could be a straightforward single email with a shared profile link. Could add it in under the first pop up.
1 vote -
Notes - Sub Notes
We use notes as a means for updates on the job. Instead of creating an entirely new note to acknowledge a note that I am tagged in (or anyone else on the team) that is populated above the previous note - having a sub note feature would be super useful and keep the notes section way more organized & clean
13 votes -
Eagleview Property Data Widget
On the job dashboard the eagleview property data widget is not available on the mobile app. I was just at a new customers house looking at roof damage and, when I created the job, I realized there is nowhere on the mobile app to view the sqft, pitch and # of squares. This is where the information is critical. In the field, in a customers living room, where the closing happens! Face to face interaction is always your best opportunity to close a deal. It would be nice if sqft, pitch and # squares could be posted somewhere. Even if…
1 vote -
Job Description pull-down window expansion
We use the Job Description for every job. We type notes regarding all job and job point of contact details and often print the job page for the crew workers and estimators. While these notes are not always extensive, often they are and being able to pull down the corner to expand the typing window is crucial. We need to make sure those notes are efficient, spaced properly, and easy to read for both managers and crew workers on the job. Many of us still prefer paper to digital format (or prefer to use both) so making the format of…
2 votes -
Larger photos with descriptions on the work orders
I would love to have the ability to add larger photos to my work orders. The crews cannot tell what is going on using the small photos and cannot give a description, would like to see it similar to the "Estimates"
They could possibly print on a separate page if needed.1 vote -
Option to upload cover photo for job directly in main dashboard
It would be nice if the pop up that opens when pressing "select Photo" in the main job dashboard, would give the option to upload a new photo directly. Currently I have to navigate to the photo tab upload then go back to main dashboard and click another pop up where I can then select the photo.
1 vote -
Custom Job Field Separators
Create sub categories or box separators so that may be roof details like shingle type . color, warranty,; is separate from insurance details such as policy number , claim number, carrier name , etc. Sure we can reorder then around, but it would be nice to group them together. One might suggest to take it a bit farther. I have read someone else suggestion to make certain groups or subcategories only available to certain users and applicable to their job responsibilities
1 vote -
Permit Tracking
Is there a plan to add a built in building permit tracking feature directly within jobs?
Permits are currently tracked using notes, tasks, or custom fields, which is inefficient and increases the risk of missed steps and delays.
Key features that would be valuable:
Dedicated permit section within each job
Standard statuses such as Draft, Applied, Pulled, Posted, Inspection Scheduled, and Complete
Permit number, municipality, key dates, and document uploads
Ability to assign responsibility
Inspection type tracking for jobs requiring multiple inspections
Job level and system wide permit status visibility
This would significantly improve compliance, organization, and day to day…
1 vote -
Larger Font in New Jobs Experience
I understand the need to update the layout but there is a huge problem. The job title is so small I have had every one in my office ask where it was. Can this be enlarged? (See attachment, red highlighted area). The activity and size of the fonts is so small everyone is having problems with the readability of the system now which is a big problem if we are to continue to use this product.
2 votes
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