My feedback

54 results found

1. The ability to organize company documents into subsections

   12 votes

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   1 comment  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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   Guillermo Molina Jr. supported this idea  ·  Feb 3, 2026

2. Add company documents to customer documents

   25 votes

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   Viewed  ·  1 comment  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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   Guillermo Molina Jr. supported this idea  ·  Feb 3, 2026

3. Folders for Company Documents with Permissions

   48 votes

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   Viewed  ·  7 comments  ·  Documents, Photos, Forms & Attachments  ·  Delete…  ·  Admin →
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   Guillermo Molina Jr. commented  ·  Feb 3, 2026  ·  Edit…  ·  Delete…

   This would help! It kinda crazy that this basic feature is not implemented yet since 2016.

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   Guillermo Molina Jr. supported this idea  ·  Feb 3, 2026

4. Transfer Files to Different Jobs

   11 votes

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   1 comment  ·  Documents, Photos, Forms & Attachments » Photos  ·  Delete…  ·  Admin →
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   Guillermo Molina Jr. commented  ·  Jan 31, 2026  ·  Edit…  ·  Delete…

   It would be nice to allow us to be able to either copy or transfer images, documents, or estimates from one job to another. This is nice because sometimes we go back for a repair and need previous images, documents, or estimates on the new job number.

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   Guillermo Molina Jr. supported this idea  ·  Jan 31, 2026

5. Ability to Reply to Notes on the Activities Tab

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   63 votes

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   13 comments  ·  Communication » @mentions  ·  Delete…  ·  Admin →
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   Guillermo Molina Jr. supported this idea  ·  Jan 30, 2026

6. Edit Sales Rep Info on Estimate Cover Page

   18 votes

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   5 comments  ·  Financials » Estimates  ·  Delete…  ·  Admin →
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   Guillermo Molina Jr. supported this idea  ·  Nov 10, 2025

7. Switch Items Between Labor and Material

   3 votes

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   0 comments  ·  Financials » Products & Services  ·  Delete…  ·  Admin →
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   Guillermo Molina Jr. shared this idea  ·  Nov 10, 2025

8. Search Bar on Tasks

   2 votes

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   0 comments  ·  Calendar & Tasks » Tasks  ·  Delete…  ·  Admin →
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   Guillermo Molina Jr. shared this idea  ·  Oct 29, 2025

9. Text Opt-Out Option in New Jobs Experience

   2 votes

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   0 comments  ·  Contacts & Jobs » Jobs  ·  Delete…  ·  Admin →
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   Guillermo Molina Jr. shared this idea  ·  Oct 22, 2025

10. Other Email, Phone, and Address Fields (e.g. billing) for Contacts

    199 votes

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    Planned  ·  53 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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    Guillermo Molina Jr. supported this idea  ·  Oct 20, 2025

11. Add secondary name fields under contact

    8 votes

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    0 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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    Guillermo Molina Jr. supported this idea  ·  Oct 20, 2025

12. Conditional and Required Fields upon Job Status Update

    8 votes

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    2 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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    Guillermo Molina Jr. supported this idea  ·  Oct 20, 2025
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    Guillermo Molina Jr. commented  ·  Oct 20, 2025  ·  Edit…  ·  Delete…

    This would be amazing to have. Especially for us to add our own reason.

    Having something like this would better help us understand our business and how we can improve. What areas are causing us to not get the deal.

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13. Ability to Have Parent Lead Source Type or Task Type

    1 vote

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    0 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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    Guillermo Molina Jr. shared this idea  ·  Oct 20, 2025

14. Toggle Button for Dark Mode

    2 votes

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    0 comments  ·  Settings  ·  Delete…  ·  Admin →
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    Guillermo Molina Jr. shared this idea  ·  Oct 20, 2025

15. Ability to See Everyone's Feed

    1 vote

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    0 comments  ·  Communication  ·  Edit…  ·  Delete…  ·  Admin →
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    Guillermo Molina Jr. shared this idea  ·  Oct 20, 2025

16. UI Change for Home/Dashboard

    2 votes

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    0 comments  ·  Dashboard & Reports » Dashboard  ·  Delete…  ·  Admin →
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    Guillermo Molina Jr. shared this idea  ·  Oct 20, 2025

17. Allow us to create custom shareable albums

    2 votes

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    1 comment  ·  Integrations » Photos  ·  Delete…  ·  Admin →
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    Guillermo Molina Jr. commented  ·  Oct 20, 2025  ·  Edit…  ·  Delete…

    It would be nice to have the ability to create folders or albums on the photos section. This would help us in sharing specific photos to homeowners and then other photos to adjusters/HOA.

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    Guillermo Molina Jr. shared this idea  ·  Oct 5, 2025

18. More Job Name Options

    1 vote

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    0 comments  ·  Contacts & Jobs  ·  Edit…  ·  Delete…  ·  Admin →
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    Guillermo Molina Jr. shared this idea  ·  Oct 20, 2025

19. Alphabetize Fields

    5 votes

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    2 comments  ·  Settings  ·  Delete…  ·  Admin →
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    Guillermo Molina Jr. shared this idea  ·  Oct 20, 2025

20. moving projects

    31 votes

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    3 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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    Guillermo Molina Jr. supported this idea  ·  Oct 20, 2025