Josh
My feedback
103 results found
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9 votes
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3 votes
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2 votes
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2 votes
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5 votes
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2 votes
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1 vote
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21 votes
An error occurred while saving the comment It would be great to have a "mini-boards" section with a quick view list of jobs (name or address only - customizable to # of jobs & info shown). Such as 3-5 boards across as you so choose.
Panel/section for jobs' days in status. Ex: Leads- 15 / Contingency - 10 / Full Approvals - 35 / Pending Install - 5, etc. Simplified with only Status and Count.
Panel/section for pending invoices with a chart for days due based on status. Ex: our invoices are created when the project is turned in but isn't considered 'due' until it reaches "Install Complete". Due status on chart would be 0-30 days, 30-60 days, etc. Similar to Insights, but with customizable status information.
Commission Paid/Pending section based on Profit Tracker as the current commissions report runs off the Budget, which you are getting rid of.
JN really needs to be more Admin friendly.
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2 votes
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42 votes
An error occurred while saving the comment I do believe this has been rolled out but I would like to add in that when using the @groups feature, can it NOT send the notification to the person who posted the note if they are within that group? Example: I created an @admin group. I am in this group and need to use it to notify other admins but I don't need the notification sent to me.
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50 votes
An error occurred while saving the comment I would like to piggyback this with the ability to "pin" or "flag" certain notes with important information to the top of the Notes page.
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5 votes
An error occurred while saving the comment The work around I found for this is to create standard templates for emails. I put our logo and contact information in the top and create a signature at the bottom that inputs the assigned Project Manager's name or a generic signature with "Production Team" or just our company name. I just label the templates "Rep Sig" or "Gen Sig". I apply the templates to every email that goes out and so far its worked. It would be GREAT to have this built in, but until it is, this seems to work for us.
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4 votes
An error occurred while saving the comment This would be amazing to have! I ended up having to create a custom field on our Work Orders that lists the supplier used, but it would be much more convenient to have it on the actual Material Order.
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3 votes
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16 votes
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1 vote
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4 votes
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2 votes
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2 votes
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4 votes
I found a way around this using reporting and custom fields. I've uploaded a few screenshots of how I've done it and the report that I run. I've been able to successfully pull this report and provide customers with properties to view based on this data. This also gives us great insight at year end to review what our most popular brands and colors were. I hope this helps!