Shawn Whalen
My feedback
20 results found
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12 votes
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2 votes
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10 votes
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1 vote
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2 votes
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8 votes
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1 vote
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58 votes
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23 votes
An error occurred while saving the comment 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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19 votes
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130 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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16 votes
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149 votes
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27 votes
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5 votes
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.
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41 votes
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70 votes
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65 votes
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20 votes
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30 votes
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.