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75 results found

1. Clickable Board Titles

   5 votes

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   0 comments  ·  Dashboard & Reports » Custom Reports  ·  Delete…  ·  Admin →
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   Brett Werner supported this idea  ·  Jun 29, 2024

2. Signature date column

   4 votes

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   Brett Werner supported this idea  ·  Jun 29, 2024

3. Other team member's emails as pull down menu from email feature

   6 votes

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   Brett Werner supported this idea  ·  Jun 29, 2024

4. Option to share a report with only one specific employee

   13 votes

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   3 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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   Brett Werner supported this idea  ·  Jun 29, 2024

5. PIE CHARTS

   8 votes

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   0 comments  ·  Dashboard & Reports » Custom Reports  ·  Delete…  ·  Admin →
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   Brett Werner supported this idea  ·  Jun 29, 2024

6. Materials vs Labor budget report

   7 votes

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   0 comments  ·  Dashboard & Reports » Job Costing Reports  ·  Delete…  ·  Admin →
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   Brett Werner supported this idea  ·  Jun 29, 2024

7. Thread in Notes

   53 votes

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   8 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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   Brett Werner supported this idea  ·  Jun 29, 2024

8. Compare Years in Insights

   4 votes

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   0 comments  ·  Dashboard & Reports » Sales Reports  ·  Delete…  ·  Admin →
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   Brett Werner supported this idea  ·  Jun 29, 2024

9. Insights Showing Deleted Data

   3 votes

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   Brett Werner supported this idea  ·  Jun 29, 2024

10. JN needs to have the ability to create a contact, without an attached job name, from the green "Create +" button.

    3 votes

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    0 comments  ·  Dashboard & Reports » Dashboard  ·  Delete…  ·  Admin →
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    Brett Werner supported this idea  ·  Jun 29, 2024

11. Remove Deactivated Sales Rep from Insights

    6 votes

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    0 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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    Brett Werner supported this idea  ·  Jun 29, 2024

12. Specific Documents Viewable to Specific People

    3 votes

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    0 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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    Brett Werner supported this idea  ·  Jun 29, 2024

13. Don't sent automated texts and emails to lost jobs.

    3 votes

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    0 comments  ·  Dashboard & Reports » Dashboard  ·  Delete…  ·  Admin →
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    Brett Werner shared this idea  ·  Jun 29, 2024

14. Create the ability on automations to block tiles from going backwards in status.

    2 votes

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    0 comments  ·  Dashboard & Reports » Dashboard  ·  Delete…  ·  Admin →
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    Brett Werner shared this idea  ·  Jun 29, 2024

15. Please create the ability to put the salesman, assigned to, or subcontractor on each individual tile on the job boards

    1 vote

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    0 comments  ·  Dashboard & Reports » Dashboard  ·  Edit…  ·  Delete…  ·  Admin →
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    Brett Werner shared this idea  ·  Jun 29, 2024

16. Need all the same functionality for documents as estimates

    1 vote

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    0 comments  ·  Communication » Templates  ·  Edit…  ·  Delete…  ·  Admin →
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    Brett Werner shared this idea  ·  Jun 7, 2024

17. Red Flag or Identifier to show when a customer sent in a new email.

    14 votes

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    0 comments  ·  Communication » Notifications  ·  Delete…  ·  Admin →
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    Brett Werner supported this idea  ·  Jun 7, 2024

18. Integration with virtual phone - VOIP

    12 votes

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    Viewed  ·  1 comment  ·  Communication » Phone  ·  Delete…  ·  Admin →
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    Brett Werner supported this idea  ·  Jun 7, 2024

19. Forward phone calls to the Assigned person's number

    18 votes

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    2 comments  ·  Communication » Phone  ·  Delete…  ·  Admin →
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    Brett Werner supported this idea  ·  Jun 7, 2024

20. Custom Phone Number Fields (Adjuster Phone Number) added in Phone Numbers in Native Field options

    4 votes

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    1 comment  ·  Communication » Phone  ·  Delete…  ·  Admin →
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    Brett Werner supported this idea  ·  Jun 7, 2024