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Kayla

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  1. Ticket Automation Schedule

    21 votes
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    3 comments  ·  General  ·  Admin →
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    Kayla supported this idea  · 

  2. The Ability to Separate the emailing of invoices from the main company contact

    4 votes
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    1 comment  ·  General  ·  Admin →
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    Kayla supported this idea  · 
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    Kayla commented  · 

    I have a main contact that doesn't wish to receive any invoices and for those to go to to individual location managers (not a single AP email). It would be great to have an option on the customer information or on the individual invoices to change this. It either goes to the main contact or the main contact and the invoice contact. I would like for it to go to only the invoice contact.

  3. Custom "Signature Forms" for additional Agreements, Waivers, Authorization Forms, etc.

    288 votes
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    65 comments  ·  General  ·  Admin →
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    under review  ·  Rajesh Agarwal responded

    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.

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    Kayla commented  · 

    Status, please

    Kayla supported this idea  · 

  4. Auto Email signed intake forms or email intake form button on iOS

    16 votes
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    0 comments  ·  General  ·  Admin →
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    Kayla supported this idea  · 

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