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Welch

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13 results found

  1. 145 votes

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    Welch commented  · 

    Sort archived jobs and contacts to the bottom when using the search bar.

  2. 22 votes

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    Welch commented  · 

    Allow customers to fill out form questions, either in the forms function or in the template questions in documents. This way they could choose a manufacturer, color, material, etc. and it can automatically be inserted into a contract without them printing it, filling it out, scanning it, and sending it back.

  3. 34 votes

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    Welch commented  · 

    We want to be able to change the amount of time allotted to sign an estimate. We work with a lot of contractors and third parties and it often takes more than three days to get a signature on our documents.

  4. 14 votes

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    Welch commented  · 

    When I assign a team member to a contact, their picture shows up in a bubble when viewing contacts on my boards. However, when I assign a project manager to the contact as well, it changes the picture to the production managers.I need to assign my production managers to the contact so that they can upload photos but I do not want their picture to display. Allow us to choose whose picture we would like to display.

  5. 59 votes

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    Viewed  ·  11 comments  ·  Financials  ·  Admin →
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  6. 47 votes

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  7. 76 votes

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    Welch commented  · 

    Allow us to see all incoming texts and emails on the homepage so we can easily access and connect with our contacts from one place.

  8. 4 votes

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    Welch commented  · 

    Allow a signature on a form so our sales people and/or contacts can confirm the form was filled out correctly

  9. 11 votes

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    Welch commented  · 

    Create templates in Spanish so they don't have to be manually edited. We work a lot with Spanish speakers, and when we send them a work order we have to manually edit the information on the work order in Spanish.

  10. 23 votes

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    Welch commented  · 

    Allow multiple signatures on an estimate. I want to put a contract in the footer of my estimates and at this time I can only put the eSignature on the bottom of the estimate, not anywhere on the footer to sign the contract

  11. 33 votes

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    Welch commented  · 
  12. 22 votes

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    Welch commented  · 

    There are too many built-in contact fields. We would like the ability to edit and delete built-in contact fields

  13. 149 votes

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    Viewed  ·  26 comments  ·  Contacts & Jobs » Maps  ·  Admin →
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    Welch commented  · 

    Sync contacts to Google Maps so we can map out our contacts rather than using the app.

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