Feature Requests

When you have a main account with multiple address, you should be able to include a phone number specific to that address as well. For my property managements I do not like having 50+ accounts. It would be nice to have them all under the main name. It is too messy to search otherwise.

Client portal should have several features that it Does not. Some have been outlined previously and some havent. -1 Problem:There is almost no point of a location to view all invoices and estimates if the client has to open every single one of them to see what they are. Take sales proposals as a perfect example. The estimates wind up jumbled in with a thousand other estimates, and the titles and descriptions and notes we have added are not easily visible within the list where estimate numbers are listed. This means our clients have to scroll and open every single one to find what theyre looking for and even then may approve the wrong contract. Solution: Give us another section similar to “Notes” thats at the bottom or top of every invoice and estimate, and name it “Title” or “Summary” that then is put above the invoice or estimate number in the client portal. This would also be helpful for us. It is Very annoying that on many pages the UI does not allow us to know what the heck each estimate/invoice is about unless the project address is different on some, or we add tags. -2 Enable bulk approval of estimates within portal, with bulk deposits (based on deposit requirement of each estimate) that are applied as a split payment. -3 Enable multiple client contacts (by email address) to have access, this circles back to the request thats been open since 2021 and has had a response that it would be developed in 2022. Commercial clients do not have one point of contact, and CRMs shouldnt limit us to such. -4 Have a dedicated link to each individual/organizations client portal available. Give us mergefields to add this to automations or template messages. They shouldnt have to wait for an estimate or invoice to be sent or dig through their email for one to find their “client portal”, they should have a bookmark readily available. This again circles back to recurring and commercial clients not being factored properly into development features. They also should be logging in with their email which is tied to their contact, and a one time pin code (or password). Without this anyone with the link can go and mess up or mess with our clients portal (approving estimates, declining estimates, booking, etc.) as well as have access to private information. -5 Problem: No case management or ticketing system!!! Solution: Add one! We already have a texting platform, you could even go the cheap route and just allow them to message us via the client portal with a title, subject, case purpose, urgency rating, images, and description and then it could appear in our messages in summary, and have a sidebar that opens up for us to view their open cases, respond, mark as escalated, in progress, closed, etc. Then make their list of cases available within the client portal. (Inbox button, then Case Management or Support, then My Booking) CRM’s are about communication, sales, team and project management, and CUSTOMER SERVICE as well as quality control. We Have to have this. We are using multiple CRMs right now because you dont have it and its really silly. Booking does not autopopulate client information when they click to book while within their client portal. Makes no sense and it allows them to accidentally create a second contact within our system if they accidentally have a typo while filling it out. This is a Huge issue and has happened already. Residential clients are less likely to have this issue but commercial clients it is Very common (While on the topic, clients shouldnt be able to schedule via booking unless their data is typed properly. Have had clients with phone numbers that are the incorrect number of characters, and even if you fix it you now have two chats within the messaging platform, one with the wrong number that the lead came through and one with the correct one).

It would be amazing if we could have a customer portal link for our website to were customers can enter in their email address and it would email them a 7 day link to access their client portal. Or if we took it a step further, we could have a way for a password to the portal and we can on our end do password reset. Ive even though about pass phrase for entrence into customer portals. Such as a uniqe password to them to allow us to give the caller info on the account.

I'd like to add an alert pop-up at the top of the client screen that says to look at the notes. Add a box or button to activate it? I have a big screen and still the notes fall below my main view. So few of my clients have notes that are important that I rarely reference them automatically. I need it for things like job site hour restrictions. Dog warning. Gate codes for access. Don't service this client. Go to office before going to resident's unit. Etc.

In client portal, and on estimates page, and on invoice page, and inside client pages on estimates and invoices and leads tabs. We NEEEED to be able to see a short hand description of the job. Some things like leads you cant even see dollar amounts. Clients, our team, and our admin staff all HATE having to click through every entry to find what we need. Its a joke and a kindergartener could intuitively know this is a horrible UI feature. Stop working on new features while your existing stuff has glaring issues, its been years now some really obvious problems havent been fixed.

We have clients with multiple addresses and schools with multiple rooms. We run into the problem over and over of needing to search for past work done at a particular room # and there is no good way to search the client page for this. When I open up the address page within the client page, we should be able to click on the address and all the jobs, estimates, leads & invoices associated with it drop down. It would also be nice to be able to add notes to individual addresses.

It's no option to send to client an invoice for a job which is let's say 80% done with 80% invoice, the client will see it only if he goes into client portal

the ability to login to ipad, iphone, computer without logging out and in every device.

I wish there was a way only to have a business name and not have first name last name and address as a required field. I want to set my dealer profile so when I call them I can record the calls and have them if need.

Ability to use a client portal to show progress and have an API to connect to website client portal