151 results found
-
5 votes
-
Reduce the size of the grey circles on mobile
It is difficult drawing on Android phone, due to the grey circles being too large - cannot add new lines because it keeps moving the points between two lines.
0 votes -
Incorporate Xactimate
For insurance related jobs.
6 votes -
Archive Templates
Allow to create multiple templates for every possible type of roof they build. It would allow to remove the templates for manufacturers whose products we don't currently use, but would like to have the option of offering these products at a later date (without needing to recreate the templates from scratch).
0 votes -
Have multiple T&C texts to choose from when creating a proposal
Offer multiple contracts, eg one set of terms or another depending on whether the job is retail or insurance.
0 votes -
Add a Job Type field in jobs
Clients would like to be able to record the Type of a job - retail or insurance for example - this should be extra field in the Lead form and under Client Info on the Job Details page. This information should not appear on the proposal.
0 votes -
Multiple email address in Client info
Ability to store multiple email addresses per job (sometimes the husband and wife both want a version of the quote). The user should also be able to select if they'd like to send the proposal to both email address, or just one.
0 votes -
Send BOM to supplier direct through RG
A User should be able to create a list of Suppliers (much like Manufacturers) where they can store basic details on their suppliers (Contact's name, company name, phone, email)... They should then be able to send BOM from the Job Details page by selecting a supplier from their list.
3 votes -
Group similar templates together
Some clients have many templates, and right now these appear in a long list, requiring some scrolling to find the desired one. I recommend we allow them to "group templates" into different sub-sections (by manufacturer, or by shingle, for example). They should be able to name the groups and add any template to any number of groups.
1 vote -
Add more columns to the BOM
Optional columns for Unit Price and Item Cost, in addition to the Material Name, Manufacturer, Quantity.
That would give the option to Print a materials list for the suppliers with pricing and unit measure and details of materials that will be sent directly to supplier.2 votes -
Include the drawing of the house in the web quote
To give homeowners a visual representation of the drawing used to calculate the size / cost of the roof.
This should be an option that is toggled by default from the Settings page, but also toggled from the menu on the right-hand side of the Estimate page.0 votes
- Don't see your idea?