Contacts & Jobs
3 results found
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Force "Job" creation under "Contact"
A setting that forces a "Job" creation would be very helpful for us.
Or....
Eliminate the ability to create quotes, invoices and material orders from the "Contact" forcing everything to be done through a "Job"
It is so easy to do a bunch of work under the Contact by mistake, with no way to transfer it to the correct job.
Thank you for considering.
23 votesHello! We recently launched a set of improvements into Beta that prevent users from being able to add Financials to the Contact, and only allows them to be added onto the Job. You previously expressed interest in this functionality, so I wanted to reach out to see if you'd be interested in learning more and potentially joining the beta rollout for this functionality.
Feel free to respond on this email and we can connect to discuss further -- and as always, thank you for your feedback!
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Populate address when creating a job on the mobile app
On the new mobile app, when we create a job under a contact, the contact's address does not populate on the job like it does on the web app. We would like the address to populate instead of having to manually enter it every time we add a job under a contact.
7 votes -
Filter Jobs with a board to view all jobs or jobs assigned to me.
Would like to have the ability - if the admin has turned on the ability for users to view all jobs in boards - Give the individual user the ability within boards to show all jobs or just jobs that are assigned to them.
We have a lot of jobs and employees - We don't want to handicap users by only allowing them to see just jobs assigned to them - there are many times that they need to see all jobs to have an idea of what's going on - but at the same time, it would be good…
6 votesBoard Filters have been completed! View these changes by enabling boards v2!
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