Having a column for follow up notes that have been logged for an unsold
estimate would be super helpful. Kind of like the follow up notes that
recurring service events .
We have encountered what appears to be a bug in the mobile ap in that
under certain circumstances, tasks are doubled and the total job amount
shown on the tablet is wrong. This occurs when a job is created from one
of multiple estimates. If the custo...
Yesterday I realized when converting an estimate, after you click the
Select All button to add the tasks there is a separate box to then check
to include any quoted discounts. If you are putting a Select All button
at the top of the page it should Se...
On all of our jobs we charge for return drive time. We have the guys in
the field track that time, then we make a manual adjustment to the job
timesheet to include their return drive time. Everything is saved and
set, it looks good. But occasionally ...
When building an estimate (office side) in the new estimates screen, you
now have job costing on the right side of the screen. When entering
tasks with labor associated, the labor cost is not being applied to the
costing, therefore the margin is not ...
has anyone requested or know where i can find an open jobs by customer
report? I have several customers that have multiple locations ( like 20
to 50 ) and i would like a daily report that i can send to them with job
status to keep them informed and e...
Suggestion: We are looking to see if we can add a section to a job. We
would like to add permit numbers and inspection results plus dates for
jobs completed. We would, of course, have to have the option to add more
than one due to the many different ...
