Jamie
Commented on Automatic Email Invoicing Upon Job CompletionHey Prue, That’s a really good work around. I will absolutely give it a go, it will take me some time to get set up and working but ill be sure to let you know how I go. :)Upvoted Automatic Email Invoicing Upon Job CompletionUpvoted Email Delivery of Formitize Subscription InvoicesCreated Automatic Emailing of Invoices Upon Job CompletionCommented on Automatic Email Invoicing Upon Job CompletionHey, The recommendation to use JobLink / Client Portal doesn’t address the original request. The proposal is specifically for automatic emailing of invoices upon job completion, using existing invoice email templates — not for providing clients with access to another portal. The…Commented on Improve Update Testing and Quality Control Before ReleaseThe Early Access Program, well done. I genuinely appreciate it.Created Improve Update Testing and Quality Control Before ReleaseCommented on Integration of Additional Payment OptionsI agree with this, Stripe being the only option I don’t think is ideal. We currently use Tyro, I would like to see this intergrated aswell.Upvoted Integration of Additional Payment OptionsUpvoted Jobs: Enhanced Editing Capabilities for Recurring Job ProfilesCommented on Multiple User Job CompletionThis would be fantastic, we are having the same issues. The only current work around is to schedule in 2 separate jobs with their own forms for the same customer and address. This would save a lot of time, as well as minimising mistakes if the second job is forgotten to be put in…Commented on Fully Complete Forms from Admin LoginThis would be beneficial for office staff related jobs such as, A monthly audit to the office first aid kit with a form attached for record keeping, rather than staff having to use the app it could be completed directly on the computer. This could also include going through the S…Commented on Client Portal (Portal/App)This would be fantastic, I have had plenty of phone calls chasing service reports because customers have deleted them and they have an audit coming up.Commented on Accept Queued Jobs via. App DiarySounds good, do you need me to submit a new one. Or will this be amended?Commented on Accept Queued Jobs via. App DiaryAwsome, I have had a look at this though, and the technicians typically use the diary. Is it possible to have this displayed in the dairy that they use on a daily basis. The way it is currently set up you have to exit the diary, enter jobs, and select Queued.Commented on Accounts On Hold FunctionalityAbsolutely agree, we have issues with recurring profiles, if you don't remember to pull the job out it gets done by mistake.Commented on Accept Queued Jobs via. App DiaryHey, just want to know when this will be pulled out of pending review by admins? Its been 18days.Created Accounts On Hold FunctionalityCreated Accept Queued Jobs via. App DiaryCreated Flexible Quarterly Recurring Job ProfilesCreated Site Names and Filters on Quotes & InvoicesCommented on Quick Select Confirm ButtonHey Prue, I don't think that would make much difference in regards to time to confirm the job. I was thinking just a simple button like your first picture to "Confirm/ Un-Confirm" I make a lot of phone calls for recurring jobs that don't require changes to the job itself.Created Quick Select Confirm ButtonUpvoted View Completed Jobs in the App (Jobs)Created Enhanced Text Message Reminders and Customer Reply Handling (2-way)