SALES PROPOSAL MANAGER - Field App Non-Compliant
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Guy Z
Currently we can only add proposals from the "desktop" (which doesn't make any sense!!! - Who sells stuff from the computer!!!) We need our techs to have the ability to add proposals from the App while being on the field next to the customer!!! At this point this is just another add-on you guys did that we pay for but cant really use... TECHS/SALESPERSONS NEED TO BE ABLE TO ADD PRE SET PROPOSALS TO ESTIMATES ON THE FIELD APP!!! Make this happen ASAP please (:
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Greg
Eyal Even Zur thank you! This is a major improvement to Workiz!
Eyal Even Zur
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Guy Z
Eyal Even Zur: Thank you!!!
Eyal Even Zur
Guy Z Hi guy, we just released this capability for native. Early next week I will add here the help articles for native too. https://drive.google.com/file/d/12-MRDaZP28Ji8AzGc_GpUgExUg4nHq3_/view?usp=sharing
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Greg
Currently i have my techs sign in on the browser on their tablet to do this in the field but it would be great to have it in the app. Looks like its going to happen!
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Riley Smith
I'm a Tech and this would be very useful instead of having to make packages for specific situations every time I'm onsite with a customer. If this can be formatted for mobile and on the computer that would be extremely helpful for me and my coworkers.
David Trudeau
Yes techs need more access to activities they would perform in the field. Making a sales proposal is this type of activity. The time spent traveling from the job site to a desktop computer is time when a job can be lost to a competitor.
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Lance Spence
Please launch any upgraded features as promptly as possible.
Eyal Even Zur
in progress
Guy Z
Eyal Even Zur: Also it would be very advantages if we were able to create new proposals from the "SPM" directly and not just when creating new estimates, Also when editing we do need more options and not just delete... The sale proposal feature is GREAT and can do amazing thing to our business and I'm sure to other Workiz users... We're trying really hard to make something out it but at it current state its very useless... I can further explain if needed just email me.
Eyal Even Zur
hi Guy, we are currently working on a native version and it soon be out
Guy Z
Eyal Even Zur: THANK YOU!!
Guy Z
Monday Bump!! Maor Livne can you please advise maybe were missing something?
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