Gerianne
My feedback
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1 vote
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22 votes
An error occurred while saving the comment Gerianne
commented
Any more thought on us being able to print labels for bundles?????
Gerianne
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2 votesGerianne
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8 votesGerianne
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291 votes
We were prepping to start this and realized the narrow-scope version we were willing to commit to would just make most people upset that we “built it half way” – but we aren’t in a position to compete with docusign/etc and spend a year building a proper solution.
We could more easily help make a zapier/webmerge solution work if you wanted some automation, if we get a lot of feedback supporting that idea I’ll make it happen pretty quickly.
An error occurred while saving the comment Gerianne
commented
are there any status updates on this?
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9 votes
An error occurred while saving the comment Gerianne
commented
I know this is a few years old but hoping you can take a look at this idea again.
Having the customer sign an intake form on screen for an estimate when there is no estimate of costs on it- just does not make sense. We need to be able to have the customer sign the estimate itself with the terms on the estimate.
Currently we have to print the pdf and have them sign it. The pdf has everything we need on it - is there a way we can have the customer sign that on screen - most of our customers are in front us us when we go over how much the repair will cost.
Gerianne
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29 votes
Hey all-
So if you have a customer with 100 assets, you have to manually link them all? When they create a new one, it’s not linked – and you have to go link it?
Would it be better to have a contract cover all assets without having to select them??
An error occurred while saving the comment Gerianne
commented
what's the status of this suggestion. I need to be able to link as asset to a contract - similar to how it's done or tickets - has a decision been made on this?
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50 votes
An error occurred while saving the comment Gerianne
commented
Maybe adding assets one by one works if you are starting from scratch but we have a 20 year old business with lots of asset records we need to be able to track and manage and entering each record individually would be too time consuming for me to move from our current system. I was happy to see that it is now possible to export assets, so hoping that importing is not far behind!
Gerianne
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12 votesGerianne
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4 votes
An error occurred while saving the comment Gerianne
commented
Yes - this is something that's really needed.
Gerianne
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5 votesGerianne
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178 votesGerianne
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4 votesGerianne
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I am out of votes - BUT YES Please consider this.