Overall Suggestions
diana ibadullayeva
Make leads that technicians have already attended more visible in the schedule.
It would be helpful to highlight them with a different color or make the status more noticeable so they can be easily distinguished.
Allow operators to delete leads.
Users with the operator role should have permission to remove leads when necessary.
Use different colors for Leads, Jobs, and Events on the website schedule, similar to how it is shown in the mobile application.
This would make the schedule easier to read and navigate.
Reduce the number of tabs when working on an estimate.
The current workflow requires opening too many tabs, which slows down the process.
Add the ability to see lead notes while creating an estimate.
It would be very useful to view the lead notes without leaving the estimate page.
Allow adding photos directly to an item while creating an estimate.
Currently, we need to go to the price book, find the item, and then add it, which makes the process slow and inconvenient.
It would be much easier if photos could be attached directly during estimate creation.