Customizable Job Statuses
As a client I would like to add customized status' to my proposals.
-
Zachary-Kennedy Jagoo
commented
The client would love the ability to customize at least 2 legend key's/ status for his own purposes, he explained that he would not have any need for some of the existing legend key's/statuses but would like to have at least the ability to customize them to his preference.
(Eg. On-site Visit, Collect payment, etc.)
-
Catwalker
commented
It'd be great to have the ability to edit the stages to the phases that work for your projects. I think a lot of companies use additional systems to track their jobs, whether it be CRMs or more manual like Excel so it'd be nice to edit the stages in RoofGraf to match how we track projects outside of RoofGraf. For instance, we do a lot of insurance work so a new stage we would like to edit/add is 'Claim Filed'. Thank you for your consideration.