Glenn Christensen
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An error occurred while saving the comment Glenn Christensen commentedWhy is this not an available option yet? It only makes sense and it is even more important since, for some unknown reason, you can't delete a company document once you email it to someone. Why is that? It's not like the recipient is clicking a link to see the document. At least if we had an option to place documents into folders we could create an "archived" folder to stick all the old outdated company documents.
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An error occurred while saving the comment Glenn Christensen commentedDefinitely need to be able to cancel an appointment and add notes as to why. If you want to utilize automation for a follow-up following an appointment you need to be able to differentiate between a completed appointment and a canceled appointment. Canceling an appointment with a reason also gives you a nice record should he customer call wondering why you didn't show up. If you delete the appointment it's more work to add a note to the record or do a lot of research into the history of the contact to see that the appointment had been deleted.
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33 votes
An error occurred while saving the comment Glenn Christensen commentedIt's too bad this still hasn't made it to the top of the list for improvements. Be nice to know how much of each product is spoken for by pulling a report of products on open work orders. It's be nice to be able to pull a report of all of the completed work orders that included a certain product to provide to customers.
The only current option is to use the custom work order fields to manually enter a product name that can be used when filtering reports. It's okay for one product but too much work for more than that.
An error occurred while saving the comment Glenn Christensen commentedThis is another "no brainer" report that really should be available. Doesn't seem like it would be too difficult to add it
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An error occurred while saving the comment Glenn Christensen commentedDefinitely need to be able to add a photo of the product when adding the "Product or Service" so a customer knows what they are getting. It should then show up automatically when creating an estimate and also be able to be deleted if not needed.
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An error occurred while saving the comment Glenn Christensen commentedI 100% agree with this. At the very least it would be nice to be able to change it to something more personal sounding even if everyone had to use the same message. As the email appears now you are sending an minimal email that includes an attachment and a link from a strange looking email address. I'm sure many people would view it as spam.
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14 votes
This would be great, thanks for submitting this idea!
An error occurred while saving the comment Glenn Christensen commentedAgreed. We use a work order report to track the work ahead of us. Any communication with the customer regarding scheduling would be better/easier to track by adding a note to the work order that could show on the report (we have it on the dashboard). Only current option is to add it as an internal note to the work order itself which is an additional step and ends up on the printed work order
Glenn Christensen supported this idea ·
You can do this. Click on the icon in the top right to access your profile settings and then under Calendar you will see the ability to set business hours and the day you want to be the start of the week.