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Work (WOs, Forms, Reminders) (28)
Dispatcher (1)
Scheduler (9)
Client Portfolio (2)
Request Portfolio (2)
Project Portfolio (8)
Request Workflows (2)
Project Workflows (7)
Client Page (1)
Request Page (0)
Project Page (9)
Document Management (8)
Communication (19)
Automations (12)
Integrations (2)
Changes to inbound call structure
Ability to add or change reasons for a call Making the fields on the call record optional Reporting on the "reason" field.
0
7
Add a category column under Financials line items
Add category for each line item in the financials section. Panel, Module, Battery, Other, ...etc.
0
1
Data Export Options - Specific views
Hello! It would be great if you could export specific views and not just the bulk data. For example I have set up a view with all projects in the energized stage with a specific installers so I can try to get a sense of the total number of modules the have installed over a period of time. There is no easy way to add this data up, but if I could export to a spreadsheet I would be able to very easily.
0
5
Column names are typically 20+ characters long and a lot of them share the same prefix (e.g., "Solar Installation..."), makes it impossible to scan
Column names are typically 20+ characters long and a lot of them share the same prefix (e.g., "Solar Installation..."), makes it impossible to scan. Idea: A simple wrap around for it to go onto (at least) a second line. -Nathan
0
4
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