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Jacob Sinclair

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  1. 87 votes

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    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.

    Jacob Sinclair supported this idea  · 
  2. 88 votes

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    Jacob Sinclair supported this idea  · 
  3. 29 votes

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    Jacob Sinclair supported this idea  · 
  4. 24 votes

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    Viewed  ·  5 comments  ·  Settings » Automation  ·  Admin →
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    Jacob Sinclair supported this idea  · 
  5. 172 votes

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    Good news!  We are planning to improve this functionality in an upcoming release.  Phone numbers (and other contact information) from the related Contacts will be displayed prominently on the Job view screen.  This will mean you no longer have to click into the Contact from the Job to find the phone number or email address.


    We expect this update to release in the next 30 days.

    Jacob Sinclair supported this idea  · 
  6. 12 votes

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    Viewed  ·  4 comments  ·  Contacts & Jobs » Jobs  ·  Admin →
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    Jacob Sinclair supported this idea  · 
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    Jacob Sinclair commented  · 

    This would make the system a whole lot better, as I feel to much time is spent moving things over to the Job file where they were supposed to go in the first place, as its easy to get the customer file and job file mixed up when in a hurry.

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