Send a request for signature for any PDF document with date of signature
This is helpful for when I have a separate contract that I want signed after the quote is approved, sometimes I want my client to approve the design layout and other documents for insurance work.
Quinn MacHattie About 1 month ago
Files
Send a request for signature for any PDF document with date of signature
This is helpful for when I have a separate contract that I want signed after the quote is approved, sometimes I want my client to approve the design layout and other documents for insurance work.
Quinn MacHattie About 1 month ago
Files
Save quote groups to cost catalog
When I group my quote by room (Kitchen, Bathroom 1, Bathroom 2..) it would save me a lot of time if I can duplicate an existing quote group or retain a catalog of quote groups that I can pull into any quote just like the cost catalog.
Quinn MacHattie 8 days ago
Quote
Save quote groups to cost catalog
When I group my quote by room (Kitchen, Bathroom 1, Bathroom 2..) it would save me a lot of time if I can duplicate an existing quote group or retain a catalog of quote groups that I can pull into any quote just like the cost catalog.
Quinn MacHattie 8 days ago
Quote
Warranty management
I want to log warranty repair requests months or years post-construction in the context of the original project. It would be helpful to track these activities in the form of work orders to subcontractors or service techs.
Quinn MacHattie 5 days ago
Warranty
Warranty management
I want to log warranty repair requests months or years post-construction in the context of the original project. It would be helpful to track these activities in the form of work orders to subcontractors or service techs.
Quinn MacHattie 5 days ago
Warranty
Internal notes in Quotes
I want to store notes that are only visible to my team at a task level, in a text box similar to the description, in the edit page of the quoting tool. This will help me: Keep track of subcontractor bids that I may or may not be using to bid Provide insights/context to new hires when they build their own quotes using the cost catalog Keep track of details that don’t need to be shared with the client but are helpful to me when I need to refer back to the quote throughout the project
Quinn MacHattie About 1 month ago
Quote
Internal notes in Quotes
I want to store notes that are only visible to my team at a task level, in a text box similar to the description, in the edit page of the quoting tool. This will help me: Keep track of subcontractor bids that I may or may not be using to bid Provide insights/context to new hires when they build their own quotes using the cost catalog Keep track of details that don’t need to be shared with the client but are helpful to me when I need to refer back to the quote throughout the project
Quinn MacHattie About 1 month ago
Quote
Define default payment options
I don’t like having to turn off the credit card option for almost every transaction. Also, anytime I submit a change order and toggle the “automatically send invoice” option. Credit card and ACH/PAD are automatically enabled.
Quinn MacHattie About 1 month ago
Invoices
Define default payment options
I don’t like having to turn off the credit card option for almost every transaction. Also, anytime I submit a change order and toggle the “automatically send invoice” option. Credit card and ACH/PAD are automatically enabled.
Quinn MacHattie About 1 month ago
Invoices
Client Visit Notes
I want a text box to communicate the purpose and nature of the client visit. Communicate if it’s a phone call, video call, in-person visit, why are we having a meeting? who is the contractor? I also want to keep track of multiple client visits. Having a text box to track the outcomes of each visit would be really helpful.
Quinn MacHattie About 1 month ago
Client Visit
Client Visit Notes
I want a text box to communicate the purpose and nature of the client visit. Communicate if it’s a phone call, video call, in-person visit, why are we having a meeting? who is the contractor? I also want to keep track of multiple client visits. Having a text box to track the outcomes of each visit would be really helpful.
Quinn MacHattie About 1 month ago
Client Visit
Expenses total
Display the total amount at the bottom of the expense table on global page and tab page. When using the search function (e.g., by supplier), update the total to reflect only the filtered results.
Francois Jullien 18 days ago
Expenses
Expenses total
Display the total amount at the bottom of the expense table on global page and tab page. When using the search function (e.g., by supplier), update the total to reflect only the filtered results.
Francois Jullien 18 days ago
Expenses
Project Text Box for Permit Number(s)
It would be great to have a designated box on each project page to be able to enter in permit numbers! We use these on a daily basis
danny 5 days ago
Project Text Box for Permit Number(s)
It would be great to have a designated box on each project page to be able to enter in permit numbers! We use these on a daily basis
danny 5 days ago
The labor rate calculator should always = the task quantity
Sometimes I don't have an estimate based on 100sq.ft or 10ln.ft
Quinn MacHattie 29 days ago
Quote
The labor rate calculator should always = the task quantity
Sometimes I don't have an estimate based on 100sq.ft or 10ln.ft
Quinn MacHattie 29 days ago
Quote
Edit the schedule from the Calendar view
It would be nice to have a quick and easy way of adding an activity to a schedule from the global calendar view. This is helpful when I need to be mindful of who is already on which job site.
Quinn MacHattie 7 days ago
Schedule
Edit the schedule from the Calendar view
It would be nice to have a quick and easy way of adding an activity to a schedule from the global calendar view. This is helpful when I need to be mindful of who is already on which job site.
Quinn MacHattie 7 days ago
Schedule
Keep access to removed team members
Allow for archiving rather than complete removal of team members. A prompt is given when removing a team member saying their past shifts will still exist, but this is not the case and time sheets are deleted along with the team member. Would like them to be archived the same way projects are, restricting their access but allowing us to access their information and hours.
Launa Wassill 22 days ago
Keep access to removed team members
Allow for archiving rather than complete removal of team members. A prompt is given when removing a team member saying their past shifts will still exist, but this is not the case and time sheets are deleted along with the team member. Would like them to be archived the same way projects are, restricting their access but allowing us to access their information and hours.
Launa Wassill 22 days ago
Show specific projects only on the employee portal
If we share the employee portal with subcontractors, it would be good to allow selecting specific projects instead of sharing the entire pipeline with them."
Francois Jullien 22 days ago
Permissions
Show specific projects only on the employee portal
If we share the employee portal with subcontractors, it would be good to allow selecting specific projects instead of sharing the entire pipeline with them."
Francois Jullien 22 days ago
Permissions
Have the option to "apply all" cost codes from my contract to a paid invoice
It’s not crucial for me to track exactly where my income is going for each invoice. It would be convenient for me to automate this process and just apply the $ from each invoice evenly across the cost codes from my contract such that my “Revised Contract” = “Paid to date” after all the invoices have been paid
Quinn MacHattie About 1 month ago
Budget
Have the option to "apply all" cost codes from my contract to a paid invoice
It’s not crucial for me to track exactly where my income is going for each invoice. It would be convenient for me to automate this process and just apply the $ from each invoice evenly across the cost codes from my contract such that my “Revised Contract” = “Paid to date” after all the invoices have been paid
Quinn MacHattie About 1 month ago
Budget
TimeSheet - Restrict Shift Edits Pending Admin Approval
In the settings, provide an option per account to allow or block employees from editing their shifts before the admin approves or rejects them.
Francois Jullien 26 days ago
Permissions
TimeSheet - Restrict Shift Edits Pending Admin Approval
In the settings, provide an option per account to allow or block employees from editing their shifts before the admin approves or rejects them.
Francois Jullien 26 days ago
Permissions
Easily identify which professional contact is the POC for each company
I have multiple contacts for one company/vendor in my professional contacts and I need to easily identify which one to use for issuing POs and tracking insurance
Quinn MacHattie 12 days ago
Purchase Orders
Easily identify which professional contact is the POC for each company
I have multiple contacts for one company/vendor in my professional contacts and I need to easily identify which one to use for issuing POs and tracking insurance
Quinn MacHattie 12 days ago
Purchase Orders