Changelog
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Feature Requests
891
Under review
Quotes automatically change to submitted when emailed
Feature Requests
31
Awarded quote completion
Feature Requests
10
Quote Tile Email Token
Feature Requests
3
Have Category options for Quotes as well where they can be arranged categorically
Feature Requests
2
To have advanced search criteria for quotes
Feature Requests
2
PO and Amount listed on Quote list page
Feature Requests
2
Planned
Nothing here yet
In progress
A way to add custom fields for Quotes area as well
Feature Requests
6
An option to ad contact name or details on quote.
Feature Requests
5
A way to have custom fields from Work Order to Quote.
Feature Requests
3
Live
Customer Hold
Feature Requests
57
Automatic Workorder Status changes
Feature Requests
45
Add preview when viewing attachments
Feature Requests
34
Change Quote Status when Workorder Status Changes
Feature Requests
31
Checkins on Multiple WO at same time
Feature Requests
30
Attachments
Feature Requests
19
Inventory Phase 2.1 - Vendors and Vendor Orders (or Purchase Orders)
Feature Requests
16
"Are you sure you want to delete this?"
Feature Requests
16
Multiple Email Templates for Quotes Invoice and Workorders
Feature Requests
10
Obtain a Signature on an Email Document from ServiceBox
Feature Requests
10
Sort work orders
Feature Requests
8
Creating Recurring Work document from a Quote
Feature Requests
7
Survey/Feedback Option
Feature Requests
7
Purchase Orders
Feature Requests
6
To have quote statuses expired after weeks not months.
Feature Requests
6
Recurring Work - Scheduling "the first Tuesday of the month" or "the 9th of every month" options add
Feature Requests
5
Quotes moved to a spreedsheet
Feature Requests
5
Timesheet to sync directly to QuickBooks Online
Feature Requests
4
Site Contacts Visible on WO
Feature Requests
4
Ability to fill in long description
Feature Requests
4
Checklist Attachments
Feature Requests
4
Customer Search
Feature Requests
4
Assigned to me
Feature Requests
4
EnRoute Notification from tech via SMS text
Feature Requests
4
Gmail Calendar Integration
Feature Requests
4
Automatic email when order is scheduled
Feature Requests
4
Schedule
Feature Requests
4
Option to Export
Feature Requests
3
Enable the Option Of Whether or Not to Include The Portal Payment Link in an Invoice
Feature Requests
3
Allows only certain users to access some statuses
Feature Requests
3
Make add customer section within the add work order feature more robust
Feature Requests
3
Intake form - Data entry
Feature Requests
3
Approve Quote through a Link
Feature Requests
3
Search by label
Feature Requests
3
Purchase Order System
Feature Requests
3
Prevent Auto Fill in quotes
Feature Requests
3
Move "Create Quote" link on App/Mobile Phones
Feature Requests
3
Delete Safeguard
Feature Requests
2
Copy a work order
Feature Requests
2
Purchase Orders
Feature Requests
2
Search by address
Feature Requests
2
Purchase Orders
Feature Requests
2
Download equipment lists from spreadsheets
Feature Requests
2
Customer signing quotes
Feature Requests
2
Syncing Payments by order they were posted
Feature Requests
2
Copy attachments
Feature Requests
2
Find Customer with a phone number
Feature Requests
2
More Email boxes on client profiles
Feature Requests
2
Multiple Equipment Add
Feature Requests
2
Populate Email Address from Contacts
Feature Requests
2
Attachments copied to workorders
Feature Requests
2
Times sheets
Feature Requests
2
Invoice attachments
Feature Requests
1
Edit description of quote item
Feature Requests
1
Text Only Box - Maintenance List
Feature Requests
1
Check Lists
Feature Requests
1
Time Sheet Monthly Option
Feature Requests
1
Image Attachment
Feature Requests
1
Recurring customer email
Feature Requests
1
Update Pricing from Spreadsheet
Feature Requests
1
Add vendor dropdown to PO's
Feature Requests
1
Inventory more effcient
Feature Requests
1
Invoice # on email
Feature Requests
1
Sync Vendor Invoices to Quickbooks
Feature Requests
1
Purchase Orders
Feature Requests
1
Annual Maintenance reminders
Feature Requests
1
Carry pricing on copied quotes
Feature Requests
1
Add search by unit/serial #
Feature Requests
1
Attachments
Feature Requests
1
QUOTE Templates
Feature Requests
1
User levels
Feature Requests
1
Purchase Order for Subcontractors & Suppliers
Feature Requests
1
Create 'blackout' window for customer day before notifications
Feature Requests
1
Work orders
Feature Requests
1
Search By Phone Number
Feature Requests
0
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