Shawn Whalen
My feedback
25 results found
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142 votes
An error occurred while saving the comment Shawn Whalen supported this idea ·
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13 votes
An error occurred while saving the comment Shawn Whalen commented
Please. This would make the job fields section so much more organized and usable. Also, the option to collapse or hide any section that doesn't apply. For us, we do roofing, siding , gutters, soffit and fascia etc. It would be nice to keep the information organized.
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1 vote
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4 votes
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33 votes
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61 votes
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31 votes
An error occurred while saving the comment Shawn Whalen commented
It would be great to be able to forward forms to customers, as well as send forms to customers for them to fill out (surveys). Should be able to use forms in automations as well. Automatically send forms to PM's based off of job type and status, as well as send forms to customers both that we completed (inspection forms) and for them to complete (surveys) this would eliminate the need to integrate other softwares.
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21 votes
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145 votes
You can use Email Templates to add signatures for each user when sending emails from either the Add Note feature or when sending automated emails.
Direct email signatures per user from their profile is still on our development list but this is a great workaround in the meantime.
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17 votes
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153 votes
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30 votes
Shawn Whalen supported this idea ·
This is critical, employees could clock in and out at job sites, location tracking to ensure accuracy. This would make the profit tracker so much more useful and easier to implement performance bonuses. This would be a powerful tool for managers and owners to truly know their profitability on any given job.