Brett Werner

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96 results found

1. estimate customization

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   0 comments  ·  Contacts & Jobs » Jobs  ·  Edit…  ·  Delete…  ·  Admin →
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   Brett Werner shared this idea  ·  Mar 13, 2026

2. Add inspection images page to workorder from the signed quote

   7 votes

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   Brett Werner supported this idea  ·  Mar 13, 2026

3. Print a PDF of a signed or blank proposal.

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   Brett Werner supported this idea  ·  Mar 13, 2026

4. Enable entry of customers with the same name and not have to modify

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   Brett Werner supported this idea  ·  Mar 13, 2026

5. Email feature needs a significant update

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   Brett Werner supported this idea  ·  Mar 13, 2026

6. Route Planning for jobs

   21 votes

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   1 comment  ·  Contacts & Jobs » Maps  ·  Delete…  ·  Admin →
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   Brett Werner supported this idea  ·  Mar 13, 2026

7. flag problematic customers

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   Brett Werner supported this idea  ·  Mar 13, 2026

8. Better Digital Signing work flow - Customers constantly calling to get help with the signing feature

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   Brett Werner shared this idea  ·  Mar 13, 2026

9. Be able to set any field as 'required' and not just the custom ones

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   1 comment  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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   Brett Werner supported this idea  ·  Mar 13, 2026

10. Create a map that would display all customers and jobs, which would be differentiated by each sales rep

    154 votes

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    Viewed  ·  26 comments  ·  Contacts & Jobs » Maps  ·  Delete…  ·  Admin →
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    Brett Werner supported this idea  ·  Mar 13, 2026

11. Option to make Built-In Fields Required/Mandatory (e.g. Lead Source)

    112 votes

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    Gathering Feedback  ·  25 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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    Brett Werner supported this idea  ·  Mar 13, 2026

12. Referral Name Textbox for Lead Sources

    10 votes

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    Viewed  ·  1 comment  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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    Brett Werner supported this idea  ·  Mar 13, 2026

13. Can you make it possible to reorganize the lead sources.  It would be nice to be able to reorganize our most commons on top and/or have a qu

    1 vote

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    0 comments  ·  Contacts & Jobs » Fields  ·  Edit…  ·  Delete…  ·  Admin →
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    Brett Werner shared this idea  ·  Mar 13, 2026

14. Easier to use contract signing feature

    2 votes

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    Brett Werner shared this idea  ·  Aug 22, 2025

15. Customize size of columns for description, unit, qty, etc for both the proposal and the signing page.

    2 votes

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    Brett Werner shared this idea  ·  Aug 22, 2025

16. CRITICAL FEATURE: Cash Discounts - (discounts that only apply to certain payment options)

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    3 votes

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    Brett Werner supported this idea  ·  Aug 22, 2025

17. Adding an internal notes section to a quote.

    4 votes

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    Brett Werner supported this idea  ·  Aug 22, 2025

18. NSE Estimate - Ability to edit without resending for signature

    5 votes

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    Brett Werner supported this idea  ·  Aug 22, 2025

19. Mapping Company, Customer, Job Information on the Cover Sheet

    4 votes

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    Brett Werner supported this idea  ·  Aug 21, 2025

20. Negative number on line item returns "NaN" if you start with "-"

    5 votes

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    Brett Werner supported this idea  ·  Aug 21, 2025