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17 results found

1. Send Subcontractor Calendar Invites

   14 votes

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   Viewed  ·  1 comment  ·  Settings » Subcontractors  ·  Delete…  ·  Admin →
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   Travis Ganser supported this idea  ·  Oct 2, 2025

2. Ability to Lock Specific Estimate Page Layouts from Salesmen Editing

   4 votes

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   0 comments  ·  SumoQuote  ·  Delete…  ·  Admin →
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   Travis Ganser supported this idea  ·  Oct 2, 2025

3. Add Multiple "Estimate Detail" Pages on Estimates

   8 votes

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   1 comment  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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   Travis Ganser shared this idea  ·  Jul 18, 2025

4. Checking off items on a Work Order

   11 votes

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   0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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   Travis Ganser supported this idea  ·  Jul 1, 2025

5. Multi-Select Dropdown Option Field Type

   13 votes

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   Viewed  ·  1 comment  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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   Travis Ganser supported this idea  ·  Jul 1, 2025

6. Delete Photos as a feature in Access Profiles

   1 vote

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Travis Ganser shared this idea  ·  Mar 20, 2025

7. Auto Create Tasks of Certain Task Types with Sub Tasks

   23 votes

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   Viewed  ·  1 comment  ·  Calendar & Tasks » Tasks  ·  Delete…  ·  Admin →
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   Travis Ganser commented  ·  Feb 27, 2025  ·  Edit…  ·  Delete…

   When there is a task on the calendar, could you create a drop-down field "Task Result", so that we could result a task? Not just marking the task complete?

   That way we could build an automation that would automatically advance a job on a workboard to a new status?

   Save Submitting...
   Travis Ganser supported this idea  ·  Feb 27, 2025

8. Additional Cost of Goods Sold (COGS) Categories

   4 votes

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   1 comment  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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   Travis Ganser shared this idea  ·  Oct 29, 2024

9. Job Group Type

   1 vote

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   0 comments  ·  Settings  ·  Edit…  ·  Delete…  ·  Admin →
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   Travis Ganser shared this idea  ·  Oct 28, 2024

10. Update templates when Products & Services change

    46 votes

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    Viewed  ·  7 comments  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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    Travis Ganser supported this idea  ·  Oct 28, 2024

11. Price change reports

    3 votes

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    0 comments  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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    Travis Ganser supported this idea  ·  Oct 28, 2024

12. Ability to keep track of sub contractor's insurance

    30 votes

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    Viewed  ·  6 comments  ·  Settings » Subcontractors  ·  Delete…  ·  Admin →
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    Travis Ganser supported this idea  ·  Oct 4, 2024

13. Products & Services Tree - Parent-Child relationships

    115 votes

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    Viewed  ·  18 comments  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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    Travis Ganser supported this idea  ·  Oct 4, 2024

14. Ability to Select Sales Support Specialist, Project Supervisor, and Project Manager

    15 votes

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    8 comments  ·  Settings » Workflows  ·  Delete…  ·  Admin →
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    Travis Ganser supported this idea  ·  Oct 4, 2024

15. Categories for Products and Services - Group

    31 votes

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    Viewed  ·  1 comment  ·  Settings » Products & Services  ·  Delete…  ·  Admin →
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    Travis Ganser supported this idea  ·  Oct 4, 2024

16. Add unit of measure to Estimate Details in the Estimate Layout

    17 votes

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    3 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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    Travis Ganser supported this idea  ·  Oct 4, 2024

17. Multiple selection of options for the Contact/Job Fields

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Travis Ganser shared this idea  ·  Oct 4, 2024