Rob Lloyd

My feedback

  1. 15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Rob Lloyd commented  · 

    Not sure why Last Quarter isn't an option. Seems like an obvious date range to have and should be a quick add.

    Rob Lloyd supported this idea  · 
  2. 6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    7 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Rob Lloyd commented  · 

    This needs to be fixed or it's worthless. This can cause double billing.

  3. 70 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  10 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Rob Lloyd commented  · 

    I've replaced CW with RS it's been great. The estimates are ok for a quick one but Quotewerks allows us to look at live inventory and pricing from all our distributors. Having that integrated would be very helpful. Probably help with more RS sales too :)
    2 way sync would be great - RS to QW for customer info to create a quote. QW to RS for creating a ticket with the items and/or creating an estimate.

    Rob Lloyd supported this idea  · 
    Rob Lloyd commented  · 

    I also use QW and this would be a great integration. I'm currently on Connectwise and looking at getting RS to replace it. Having product info and pricing come over would be great.

  4. 44 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    6 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Rob Lloyd shared this idea  · 
  5. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Rob Lloyd shared this idea  · 
  6. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Rob Lloyd supported this idea  · 
  7. 14 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Rob Lloyd supported this idea  · 
  8. 7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Rob Lloyd supported this idea  · 
  9. 5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Rob Lloyd supported this idea  · 

Feedback and Knowledge Base