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Engage Reports
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Enhance Podium - 2 way sync · Declined
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Job Activity- "Related" checkbox Default · Declined
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Tracking Pre Sale Data · Declined
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correct mixed up cost/price fields in Estimates function · Completed
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terrible app! · Completed
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export reports into excel · Completed
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Date format exported as a date field · Completed
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Need the abilty to send emails from within tasks, ie. Appointment Confirmations · Declined
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Add:: (copy) feature · Declined
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Date new customer field · Completed
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syncing Quickbooks based on job status, not contact status · Completed
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Add Field to Customer Data for "Budget" · Declined
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Streamlining the mobile app · Completed
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Contact Header and Custom Fields - Show Option · Declined
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Warning Messages
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more explanatory documentation (help) · Completed
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Notes and tags · Completed
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Report Filter by a specific status date change or change job creation date manually · Completed
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Trade Reporting · Declined