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39 results found

1. Show Contact Phone number on calendar tasks

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   0 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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   Beth Anderson supported this idea  ·  Mar 8, 2024

2. Add Sales Rep Phone number in Email Template

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   2 comments  ·  Calendar & Tasks  ·  Delete…  ·  Admin →
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   Beth Anderson supported this idea  ·  Mar 8, 2024
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   Beth Anderson commented  ·  Mar 8, 2024  ·  Edit…  ·  Delete…

   We found a work around but it is cumbersome. We created custom fields for Rep Name, Rep Photo and Rep Cell Phone. We embed them into all of our templates. We had help from the Customer Service reps.

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3. Color Code Map View

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   0 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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   Beth Anderson supported this idea  ·  Mar 8, 2024

4. There should be a way to upload an existing eagleview to allow you to create a smart estimate

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   0 comments  ·  Calendar & Tasks  ·  Delete…  ·  Admin →
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   Beth Anderson supported this idea  ·  Mar 8, 2024

5. A shared calendar accessible by all members

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   0 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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   Beth Anderson supported this idea  ·  Mar 8, 2024

6. Ability to customize/change the priority types of tasks.

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   0 comments  ·  Calendar & Tasks  ·  Delete…  ·  Admin →
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   Beth Anderson supported this idea  ·  Mar 8, 2024

7. Set tasks to be done by Job position instead of assigned to or a specific person.

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   0 comments  ·  Calendar & Tasks » Tasks  ·  Delete…  ·  Admin →
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   Beth Anderson supported this idea  ·  Mar 8, 2024

8. Ability to search amount of visits - Calendar

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   Beth Anderson supported this idea  ·  Mar 8, 2024

9. Contact Phone Number & Email Address on Job

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   9 votes

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   2 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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   Beth Anderson supported this idea  ·  Mar 8, 2024

10. Private Calendar Settings

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    1 comment  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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    Beth Anderson commented  ·  Mar 8, 2024  ·  Edit…  ·  Delete…

    I don't really need all my employees to know I'm at the dentist - just that I'm busy

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    Beth Anderson supported this idea  ·  Mar 8, 2024

11. Contact Start Date - Visible on Calendar

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    1 comment  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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    Beth Anderson commented  ·  Mar 8, 2024  ·  Edit…  ·  Delete…

    I agree. Having the customer start date show up on the calendar is annoying It is not a task.

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    Beth Anderson supported this idea  ·  Mar 8, 2024

12. Sort Tasks newest to oldest

    22 votes

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    Viewed  ·  4 comments  ·  Calendar & Tasks » Tasks  ·  Delete…  ·  Admin →
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    Beth Anderson commented  ·  Mar 8, 2024  ·  Edit…  ·  Delete…

    I need to check old tasks. Occasionally, stuff slips off our radar. Particularly tasks that need doing AFTER the roof is built. Go install that skylight, gutters, etc. These are super difficult to track because JN assumes that the next step is billing,

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    Beth Anderson supported this idea  ·  Mar 8, 2024

13. Ability to place a Job on hold

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    2 comments  ·  Calendar & Tasks  ·  Delete…  ·  Admin →
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    Beth Anderson supported this idea  ·  Mar 8, 2024

14. Linking to Google Maps

    6 votes

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    2 comments  ·  Calendar & Tasks  ·  Delete…  ·  Admin →
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    Beth Anderson commented  ·  Mar 8, 2024  ·  Edit…  ·  Delete…

    I want all tasks mapped so while we are in a certain neighborhood, we can stop and pick up a check, chat with the customer about a question, grab leftover materials. If I'm heading EAST today, I want to do ALL the tasks in the East.

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    Beth Anderson supported this idea  ·  Mar 8, 2024

15. one thing I would Like to see is when you hover over an appointment on the calendar you can see the notes or what the appointment is for

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    0 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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    Beth Anderson supported this idea  ·  Mar 8, 2024

16. View Calendar on Home

    4 votes

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    0 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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    Beth Anderson supported this idea  ·  Mar 8, 2024

17. Can the calendar colors on the app so it's not blue on a slightly lighter blue? Very hard to read.

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    3 votes

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    1 comment  ·  Calendar & Tasks  ·  Delete…  ·  Admin →
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    Beth Anderson supported this idea  ·  Mar 8, 2024

18. athomas@pfeiferroofing.com

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    0 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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    Beth Anderson supported this idea  ·  Mar 8, 2024

19. Change font when sending email

    6 votes

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    1 comment  ·  Communication » Email  ·  Delete…  ·  Admin →
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