Feature Requests

When you send an estimate to a customer, the status of the LEAD should automatically change to ESTIMATED. If you need to change it back, then you should be able to manually change it back. Our guys send estimates but don't change the status. And they ignore the automated reminders. When I look up estimates to see what has not been sent, I have to go into each one to see if it was sent. I just make sense to me, when you send an estimate, it is ESTIMATED.

We need to be able to create more than one invoice for the same job. Because sometimes a homeowner has an out-of-pocket. And the home warranty or property management pays the difference, and there's no way to track that per job. Especially when each of them require a receipt.

we want to limit our techs to only see their current and next job seems this could be done with a status, a toglle, or hours automation. example: if my tech has a 10am and 12pm and 2pm call. it's 8am in the morning. I want them to only SEE the 10AM call. I want them to only be able to see the 12pm call either 1 hour before the call starts or when hit a button to change the status to viewable by tech

Feedback - the new update that only gives you a quickview option when looking at jobs under a client is a step back. Not only does it open a new window but it requires an extra click. This seems minor, but when I'm in and out of jobs all day long the extra click and now having multiple windows open is a poor update. I'd prefer it goes back to how it was.

The API data is way too limited. Client data, payment data etc. the reporting is so off in this software, at least give us a workaround to be able to pull our own

Whenever you text a customer an estimate, it immediately shows that they have opened it, which is not accurate. It should say customer has viewed if they actually click in to view it, like an emailed estimate does.

Can a feature be created to attach photos take in the field to an invoice?

This is a critical issue affecting internal financial controls. Currently, when the office adds a Company Cost to an invoice item, technicians cannot edit or delete that cost field, which is correct. However, they can simply delete the entire invoice item and create a new one, completely bypassing the company cost that was added by the office. As a result, company expenses can be unintentionally or intentionally removed without any notification or audit trail. The office has no reliable way to identify when this happens, creating inaccurate profitability reports and financial losses. Suggested Solution: Create a dedicated Company Cost / Company Expenses section, similar to the existing Tech Expenses section. Only office users (or users with permission) should be able to add, edit, or remove Company Costs. Company Costs should remain attached to the job regardless of invoice item changes. Optionally, log any attempt to remove or modify Company Costs in the activity history. This is an important accounting and security issue, not just a workflow improvement. It directly impacts reporting accuracy, profit calculations, and internal financial controls. We would greatly appreciate prioritizing this request.

It would be very beneficial if we could search an invoice total through the invoice report if we do not have a name/job # attached to a check payment.

Allow us to actually do bulk importing of pricebook and layout. The way it’s set up is so inconvenient and time consuming. Either give the ability to mass import everything at once or redesign the pricebook so it looks as it does when actually going into pricebook on a sales call. I should be able to go into whatever category and add as many items as i want while in there so it organized. I’m certain this is what you do on the backend with mass import. Give us the same ability