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  1. 1 vote

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  2. 3 votes

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  3. 6 votes

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    0 comments  ·  Settings  ·  Admin →
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  4. 5 votes

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    Viewed  ·  0 comments  ·  Calendar & Tasks » Tasks  ·  Admin →
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  5. 61 votes

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  6. 65 votes

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  7. 58 votes

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  8. 5 votes

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  9. 172 votes

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    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.

    Anonymous supported this idea  · 
  10. 121 votes

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  11. 6 votes

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    1 comment  ·  Settings » Automation  ·  Admin →
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    Anonymous commented  · 

    I would like to see the same ability applied to work order workflows that is applied to job and contact workflows that allows an automation to change the status of work orders. For example, Doc type "Sub Est." is uploaded, change work order status to "Est, Received" or Task Complete ---> Change status to ....
    Thank you for your consideration.

    Anonymous supported this idea  · 
  12. 145 votes

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    Anonymous commented  · 

    I would really like to be able to search by claim number as insurance companies are sometimes only willing to provide that information.

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  13. 37 votes

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    11 comments  ·  General  ·  Admin →
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    Anonymous commented  · 

    I can't click on the "1" or left arrow because Help message icon is in the way. Very frustrating. Please fix.

    Anonymous supported this idea  · 

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