Brett Werner

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96 results found

1. Custom Report for both Contacts AND Jobs

   9 votes

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

2. Report Folders

   9 votes

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

3. Saved reports editing access for non-admin users

   4 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

4. Lead Time Reporting

   18 votes

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   Viewed  ·  1 comment  ·  Dashboard & Reports » Custom Reports  ·  Delete…  ·  Admin →
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   Brett Werner supported this idea  ·  Jun 29, 2024

5. "Signature Status" column in document reports

   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

6. Ability to Bulk Edit Work Orders

   13 votes

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

7. Import, Export, and Bulk Edit Products & Services

   224 votes

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   44 comments  ·  Financials » Products & Services  ·  Delete…  ·  Admin →
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   Brett Werner supported this idea  ·  Jun 29, 2024

8. 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

9. Signature date column

   5 votes

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

10. 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

11. 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

12. Materials vs Labor budget report

    10 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

13. Thread in Notes

    59 votes

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

14. 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

15. Insights Showing Deleted Data

    4 votes

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

16. 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

17. Remove Deactivated Sales Rep from Insights

    8 votes

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

18. Specific Documents Viewable to Specific People

    4 votes

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

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

    4 votes

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

20. 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