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Jim Walling

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8 results found

  1. Estimate upgrade

    1 vote
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    Jim Walling shared this idea  · 

  2. Add Purchase Order Ship to address and lessen PO number size.

    7 votes
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    Jim Walling shared this idea  · 

  3. More information in contact area

    1 vote
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    Jim Walling shared this idea  · 

  4. Pay Now Option In Estimate Approval

    51 votes
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    5 comments  ·  General  ·  Admin →
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    Jim Walling supported this idea  · 

  5. 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.

    Jim Walling supported this idea  · 

  6. Email Customer a copy of their Paid Receipt and/or attachments.

    15 votes
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    Jim Walling shared this idea  · 

  7. Link asset to a contract

    29 votes
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    14 comments  ·  General  ·  Admin →
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    under review  ·  Rajesh Agarwal responded

    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??

    Jim Walling supported this idea  · 

  8. Add Follow-up Button

    7 votes
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    Jim Walling shared this idea  · 

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