Leighton Ross
My feedback
105 results found
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24 votes
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39 votes
An error occurred while saving the comment It would be SO beneficial if I could include templated fields to tasks such as Work Order numbers, Job Numbers, the Job Description, etc. to a task instead of having to manually input this information.
This is a feature that would be most valuable in conjunction with being able to include Subs in Calendar Invites, so long as I could tailor their access to information. Right now, if a task is related to a Job or Contact, then the calendar invite is going to include the customer’s contact information. This is great for the use of internal employees. However, if I wanted to share this calendar invite with my Sub, then I would have to duplicate the invite, erase the contact information I don’t want the Sub to see, and then add them to the calendar invite.
An error occurred while saving the comment Our company does not share detailed client information with our subcontractors. I don’t see any reason that a subcontractor would need a paid seat (at least not at the same level as company employees) because the functions necessary would be so limited, but that seems to be only only way to tailor access to information or send them calendar invites.
It would be cool if there was a role specifically for Subcontractors in Team settings. Theoretically, the subcontractor would only need access to THEIR profile, and THEIR calendar with only the information that we want them to see.
In our case, we would want them to see their Jobs, Work Orders, and assigned tasks with limited visibility of any specific client information. For example, we would like to limit Job information access to address and a few custom fields, but they shouldn’t have access to names/contact info/financial documents, etc, or the ability to take any actions within the system besides maybe adding photos and notes. And the ability to send calendar invites (as mentioned in another suggestion) is crucial
Also, if this were implemented Subcontractor tasks should not populate with all related Contact/Job information in the Calendar the way that internal team members tasks do.
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17 votes
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32 votes
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22 votes
We will be going over these kinds of suggestions soon after finishing up some high priority features. We’ll update here with our plan going forward.
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11 votes
Definitely something we’ll be doing!
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16 votes
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2 votes
That is very important, because according to our sales rep this was already a feature. Information is suppose to save in a “bubble” and upload once you reach service again!!!