Edwin H

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159 results found

1. Edit Columns on Material orders and Work orders

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   0 comments  ·  Documents, Photos, Forms & Attachments » Templates  ·  Delete…  ·  Admin →
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   Edwin H supported this idea  ·  Mar 18, 2026

2. Template fields for secondary related contact

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   0 comments  ·  Documents, Photos, Forms & Attachments » Templates  ·  Delete…  ·  Admin →
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   Edwin H supported this idea  ·  Mar 18, 2026

3. Add Subcontractor Information as a Template Field

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   1 comment  ·  Documents, Photos, Forms & Attachments » Templates  ·  Delete…  ·  Admin →
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   Edwin H supported this idea  ·  Mar 18, 2026

4. Ability to add custom columns to Templates

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   1 comment  ·  Documents, Photos, Forms & Attachments » Templates  ·  Delete…  ·  Admin →
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   Edwin H supported this idea  ·  Mar 18, 2026

5. Auto updating pricing on templates

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   0 comments  ·  Documents, Photos, Forms & Attachments » Templates  ·  Delete…  ·  Admin →
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   Edwin H supported this idea  ·  Mar 18, 2026

6. Please create ability to insert page break.

   34 votes

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   5 comments  ·  Documents, Photos, Forms & Attachments » Templates  ·  Delete…  ·  Admin →
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   Edwin H supported this idea  ·  Mar 18, 2026

7. Add Folders to Documents

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   0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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   Edwin H supported this idea  ·  Mar 18, 2026

8. Make photos on a work order clickable!

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   0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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   Edwin H supported this idea  ·  Mar 18, 2026

9. receipts

   6 votes

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   1 comment  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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   Edwin H commented  ·  Mar 18, 2026  ·  Edit…  ·  Delete…

   I think this would be most helpful if it was a part of the Profit Tracker. You could enter the the amount of the receipt and also attach it to the same line. See photo for reference. AND SYNC COST TO QB'S!!!!

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   Edwin H supported this idea  ·  Mar 18, 2026

10. Checking off items on a Work Order

    12 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Edwin H supported this idea  ·  Mar 18, 2026

11. Upload a pdf to a client file that can be sent directly to the client for their signature (like DocuSign)

    3 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Edwin H supported this idea  ·  Mar 18, 2026

12. The rep or person assigned to be able to be a authorized signer. So both homeowner and Rep can sign

    4 votes

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    0 comments  ·  Financials » Estimates  ·  Delete…  ·  Admin →
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    Edwin H supported this idea  ·  Mar 18, 2026

13. Add delivery date field to Material Orders

    4 votes

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    1 comment  ·  Financials » Material Orders  ·  Delete…  ·  Admin →
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    Edwin H supported this idea  ·  Mar 18, 2026

14. Work Order Attachment

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    0 comments  ·  Financials » Work Orders  ·  Delete…  ·  Admin →
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    Edwin H supported this idea  ·  Mar 18, 2026

15. Easier to Include Company as Default Signer on NSE Estimates

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    0 comments  ·  Financials » Estimates  ·  Delete…  ·  Admin →
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    Edwin H supported this idea  ·  Mar 18, 2026

16. Add Photos to New Material Order Tool

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    0 comments  ·  Financials » Material Orders  ·  Delete…  ·  Admin →
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    Edwin H supported this idea  ·  Mar 18, 2026

17. Make Estimates have exact same Invoice/ Work Order/ Material Order Number

    6 votes

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    Viewed  ·  0 comments  ·  Financials » Estimates  ·  Delete…  ·  Admin →
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    Edwin H supported this idea  ·  Mar 18, 2026

18. Show Invoice Totals on Financials Tab

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    1 comment  ·  Financials » Invoices  ·  Delete…  ·  Admin →
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    Edwin H supported this idea  ·  Mar 18, 2026

19. Temporary Products

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    1 comment  ·  Financials » Estimates  ·  Delete…  ·  Admin →
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    Edwin H supported this idea  ·  Mar 18, 2026

20. Custom field pulls from estimate totals

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    0 comments  ·  Financials » Estimates  ·  Delete…  ·  Admin →
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    Edwin H supported this idea  ·  Mar 18, 2026