Feature Requests

Add Sales Rep Performance Page

Add a "Sales Rep Performance" page to show a list of sales reps and the number of customers sold by each. The page should...

Assign Tasks to multiple people

Would like to be able to assign multiple people (or a group) to a task. This can help ensure that issues are always followed...

Auto-reminders

We would like to be able to set up auto-reminders for unsigned eDocs with our PandaDoc integration. That would be a fantastic...

Improve the Scheduling Calendar

Allow the ability to see weekly at a glance and minimize jobs to quickly be able to see what is the first available instead of...

Automatic Technician Pay Calculation

Improve Sales Rep Commission Calculation

Consider the service package monthly charge and the add-ons when calculating the sales rep commission.

Enable sales reps to search by lead address

Add "City", "State/Province", and "Address" fields to the advanced search form on the "My Leads" page.

INSTALLER / OFFICE CHECKLIST

We would like to see an editable Installer checklist added to new accounts that will "Green" a status icon when completed....

Add Multi-Lingual Support to the Proposal Feature

Make FillQuick display the proposal details in English, Spanish, or French depending on the lead's preferred language.

Show the Customer Name and Address Information on the Proposal Page for Customer

Needed for when multiple proposals are created for different sites owned by the same customer.