Search found 11 matches
- Sun Jul 10, 2022 9:21 am
- Forum: Suggestions / Feature Requests
- Topic: Task list
- Replies: 1
- Views: 1114
Task list
It would be really helpful for an admin or owner to be able to complete multiple tasks at once - a check box system or something along those lines
- Sun May 15, 2022 10:45 am
- Forum: Suggestions / Feature Requests
- Topic: Revised date on estimates
- Replies: 1
- Views: 565
Revised date on estimates
Would love to see a "revised" date in addition to the Estimate date on Estimates. You can then see when the latest changes were made to the estimate
- Tue Feb 08, 2022 11:08 am
- Forum: Suggestions / Feature Requests
- Topic: Create a template in Estimates and Orders
- Replies: 1
- Views: 794
Create a template in Estimates and Orders
A template that could automatically pop up everyting someone went in to create an estimate and/or an order would be wonderful! In my situation, I would know that every estimate/order would always include that specific product, every single time!
- Sun Jul 18, 2021 4:01 pm
- Forum: Suggestions / Feature Requests
- Topic: Enter deposits into estimates
- Replies: 0
- Views: 7290
Enter deposits into estimates
It would be helpful to be able to add a deposit into an estimate. We use estimates from the time the customer contacts us (could be many months prior) until the day they actually received all their items. During those months, they edit the items, change the amount of items needed, add, subtract, etc...
- Sun Jul 18, 2021 3:58 pm
- Forum: Suggestions / Feature Requests
- Topic: Email notification option for phone
- Replies: 1
- Views: 2057
Email notification option for phone
It would be nice to have an email notification option for an iphone the same way there is for texts and orders and such :-)
- Wed May 05, 2021 10:33 am
- Forum: Suggestions / Feature Requests
- Topic: Revised date
- Replies: 0
- Views: 7312
Revised date
It would be helpful to have a "revised date" on estimates as they are print out
- Sat May 01, 2021 8:17 am
- Forum: Suggestions / Feature Requests
- Topic: Printing time cards
- Replies: 0
- Views: 6501
Printing time cards
Being able to print multiple time cards at one time would be a huge time saver
- Tue Apr 27, 2021 12:52 pm
- Forum: Suggestions / Feature Requests
- Topic: More features available on phone app
- Replies: 0
- Views: 6898
More features available on phone app
I would love to be able to see the "status" of a CRM from my phone app
Being able to put in estimates and orders from phone app would be huge (especially for balloon people)!
Being able to take credit cards on orders from the phone app
Being able to put in estimates and orders from phone app would be huge (especially for balloon people)!
Being able to take credit cards on orders from the phone app
- Mon May 11, 2020 3:08 pm
- Forum: Suggestions / Feature Requests
- Topic: Pictures from phone in notees
- Replies: 1
- Views: 2077
Pictures from phone in notees
Hi there! It would be really helpful to be able to add a pictures from my phone and put it in the notes of my contact. When I make a balloon bouquet, Icould take a picture of the bouquet and put it in the notes of that contact to remind myself what they had last time. Many people call and say "remem...
- Sat Apr 04, 2020 10:26 am
- Forum: Suggestions / Feature Requests
- Topic: Editing orders
- Replies: 1
- Views: 1675
Editing orders
I would be really helpful to be able to edit an order. People (my customers anyway - a lot of them being brides) change their mind all the time. We require a deposit for an order, so having to void the payment and then create a new order and then re-input that payment info could lead to mistakes - w...
- Wed Mar 18, 2020 11:12 am
- Forum: Suggestions / Feature Requests
- Topic: Orders on calendar and put into contracts
- Replies: 0
- Views: 3855
Orders on calendar and put into contracts
It would be really helpful for my business for daily orders to show up on a calendar.
It would also be very helpful to be able to insert the "order" into the "contract"
Thanks for letting me share :-)
It would also be very helpful to be able to insert the "order" into the "contract"
Thanks for letting me share :-)