Is there a way we could get the hour breakdown on the estimate? They transfer over to the invoice so I know the program is capable. The hours are also in each task, so can we just add another cost breakdown for hours, please? Frankie
We do not charge sales tax for our services and would like to know how others are accounting for taxes on equipment and materials when building estimates. Our prices in the pricebook are all pre-tax and when building an estimate it gives an incorrect...
How do you fix the 'Add Estimate' button being Grayed out in the technicians app (which prevents them from writing an estimate?
We have had incidences where technicians think they are being helpful or can short corner a job by editing the task description that they have selected. We can restrict their permissions from editing the pricing of a task, but need to make sure that ...
We would like to see an automation where we can choose what we would like th sold by split to be. At the moment it automatically goes to whomever was assigned to the job first. We would like to have it split 70%/30% for example between electrician an...
I wanted to see if anyone else was interested in this. We want to be able to text our customers a different message based on what job type it is. So in our case, we have sales, service, and install calls. We would like texting to be different based o...
We have many projects that require overnight stays by our technicians and they use company credit cards to pay for all of that including their food. That has to be costed against the profitability of the job.I've yet to find a decent workflow for the...
We use job completion survey automatic text messages, but we do not ask customers to reply with a rating of 1 to 5, or 1 to 10. (Rather, we direct them to leave us a review on Google, Angi, etc.) However, if a customer happens to send us a text messa...
It would come in very handy to add a New Task button at the top of the customer profile where the options for Create Project, Build Estimate, and Sell Membership is located. In order to create a task it needs to be in a job, but often times we need t...
I've had been having issues with the way the Invoice is set up. All job types have the correct threshold (which is something that confuses me a little still) but when the job completes, the invoice is at a different price usually a few dollar amounts...
