Josh
My feedback
157 results found
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2 votes
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9 votes
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96 votes
Great idea! Thank you for your suggestion.
The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.
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12 votes
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7 votes
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3 votes
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7 votes
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2 votes
An error occurred while saving the comment Having the ability to create REAL photo reports would be amazing. I absolutely refuse to pay for a third-party company to create forms when we pay for THIS software that has it built in but refuses to update it. Therefore, I have started editing via html and making the forms do what I want (to an extent).
My work-around:
Create a document template that you can use to create this report. I uploaded screenshots of my exact template from a dummy-account and the results after creating it in a job.
You MUST go into the photos and mark-up or comment on each one you want to include in the report before adding them. If you add a photo and see that maybe you grabbed the wrong photo and forgot the description, you have to go out and edit the photo, then edit the document and resave it. This is a bit of a hassle, but it works! It's not the cleanest document as you cannot edit the layout, but again - it works. I hope this helps someone else while we wait for updates that actually HELP us.
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1 vote
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5 votes
I would like this automation to set based on Payment Received -> send email -> attach invoice -> Invoice Payment Applied To (will pull the invoice number the payment was applied to in the event of multiple invoices).