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Nested Drop Down Smart Estimates Measurements · Declined
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Export Gmail Emails to CSV
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Option to customize the display bubbles of contacts on the job.
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Products and Services Updates Needed
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Insights Overview Filters · Completed
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Merge Reports - Estimates and Invoices · Viewed
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Convert Work Order to Task · Declined
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more explanatory documentation (help) · Completed
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Flag contact/job records when they have open tickets in a specific status · Declined
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Automations around status change based on previous status · Completed
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Ability to keep track of sub contractor's insurance · Viewed
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Support a re-useable project definition · Completed
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Automations - Deleted Tasks or Branching
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Is there any way you guys could add this option to the automations for material order? When a material order is status changed to "Sent" --- · Declined
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moving multiple photos
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Get a prompt before automated email is sent
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Forward phone calls to the Assigned person's number
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The ability to upload existing company documents into the Templates, to create a Template from · Viewed
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Access all of documents photos related to the contact in a job
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ability to add materials list, and then choose what we need to build an order or estimate. · Completed