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Shawn Whalen

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  1. 1 vote

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    0 comments  ·  General  ·  Admin →
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    Shawn Whalen shared this idea  · 
  2. 2 votes

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  3. 8 votes

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    Shawn Whalen supported this idea  · 
  4. 1 vote

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    0 comments  ·  SumoQuote  ·  Admin →
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    Shawn Whalen supported this idea  · 
  5. 58 votes

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    Shawn Whalen supported this idea  · 
  6. 22 votes

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    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.

    Shawn Whalen supported this idea  · 
  7. 19 votes

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    Shawn Whalen supported this idea  · 
  8. 129 votes

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    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.

    Shawn Whalen supported this idea  · 
  9. 16 votes

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  10. 149 votes

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    Viewed  ·  26 comments  ·  Contacts & Jobs » Maps  ·  Admin →
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    Shawn Whalen supported this idea  · 
  11. 26 votes

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    Viewed  ·  4 comments  ·  Contacts & Jobs » Maps  ·  Admin →
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    Shawn Whalen supported this idea  · 
  12. 5 votes

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    Gathering Feedback  ·  Lane Alo responded

    Would it also be beneficial to see current jobs/tasks? Others have submitted ideas for that and I am wondering if there is just a filter that would allow you to determine if you want to look at old jobs or current jobs. 

    Shawn Whalen supported this idea  · 
  13. 41 votes

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    Shawn Whalen supported this idea  · 
  14. 69 votes

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  15. 65 votes

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  16. 20 votes

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  17. 29 votes

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