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Management Requests
We review all suggestions daily to add to our growing to-do list of things for you :-)
Description
Proposal system
It would be nice to be able to create and send proposals within the system and then track which ones turn into jobs. Another software has this feature and it has been very helpful in being able to prepare and send professional quotes to our clients.
0
1
Ability to add PDF docs to cleaners profile.
2
·
planned
21
Cleaner availability
Would it be possible to add a function where cleaner availability across the whole week can be documented and displayed? We have cleaners with specific availability e.g. Monday and Wednesday and others who work for us full time etc.
20
·
in progress
205
Paid Receipts
I would like to get a paid receipt to send to the clients, some of then asking for
4
·
in progress
6
Customers email & text communications
Need a section on the customer profile to see all the texts and emails sent to that customer, like email estimates, so we don't have to search through today's text and email to find it.
2
·
planned
27
Send "receipts" to clients when marked as paid
Would be possible to set up an automatic message to my clients when I mark their appt as "paid"?
9
·
in progress
68
Ability to add PDF docs to customer profile
It would be very helpful to have the ability to add a PDF to each customer profile. We store a multitude of docs in PDF format and this feature would save us a lot of time.
1
·
in progress
21
Editable invoices. Late Fees
It would be great to edit invoices or add late fees for clients who do not pay on time. I have to void and recreate invoices when I need to add my late fee.
0
2
Reminder texts to clients for late payments
an automated reminder text/email say 48 hours after payment due to prompt payment
8
·
planned
55
Tasks
I think if tasks showed up when you look at your jobs on the app would be extremely helpful.
1
1
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