Angelica Tooman
My feedback
60 results found
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29 votes
Currently you can custom create your job numbers on the fly and you can set the next sequential number for your estimates, invoices, work orders, etc, though if you create a second one on the same job, or create a new job before creating a work order then the sequence can be lost.
We will definitely consider this going forward.
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47 votes
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37 votes
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35 votes
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68 votes
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5 votes
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4 votes
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62 votes
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92 votes
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172 votes
Good news! We are planning to improve this functionality in an upcoming release. Phone numbers (and other contact information) from the related Contacts will be displayed prominently on the Job view screen. This will mean you no longer have to click into the Contact from the Job to find the phone number or email address.
We expect this update to release in the next 30 days.
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64 votes
We definitely understand the urgency here and apologize for the lost work and time. We’re looking into this, though we aren’t able to provide an estimate of when this would be available. We’ll keep you posted.
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49 votes
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130 votes
You can use Email Templates to add signatures for each user when sending emails from either the Add Note feature or when sending automated emails.
Direct email signatures per user from their profile is still on our development list but this is a great workaround in the meantime.
An error occurred while saving the comment -
51 votes
An error occurred while saving the comment would like a shift work orders, appointments and tasks option on the calendar to move everything over 1-5 days when there is one day they cant work with weather issues like snow and the customers be notified of the new time and dates
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21 votes
An error occurred while saving the comment Please make a way to delete company documents even if they have been used in a contact, should be able to delete it moving forward.
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31 votes
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37 votes
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14 votes
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45 votes
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61 votes
Please add a way in the profile settings to have a custom email signature for every rep with their own contact info that can be attached to emails