Rob B
Commented on Client Portal (Portal/App)Thanks Keith, yup that'll be a great addition. We were using stripe but switched to Pin Payments and GoCardless. Hoping we'll get a few options down the line. Thanks Keith for your responseCreated Quote Acceptance facility to be embedded in a FormUpvoted Ability to Add Multiple Instances of the Same Form in One Job BookingUpvoted Scheduler: Integrated "Submitted Forms" Tab in Job CardsUpvoted CRM: Pinned Notes on Customer CardsUpvoted Previous Submitted Forms in a JobCommented on Client Portal (Portal/App)Nice one Keith, we use other gateway payment systems (Pin Payments and GoCardless) through Xero. Will these also be compatible.Upvoted Integration with Google Calendar (Integration)Upvoted Multiple users accessing form at the same timeCommented on Enhanced Text Message Reminders and Customer Reply Handling (2-way)This is a vital upgrade. Using Formitize is great as we have an all-encompassing CRM reducing the double handling of data... except for texting. Where client confirmation is required, emails don’t cut it so we are having to use another texting system alongside Formitize meaning m…Commented on View Completed Jobs in the App (Jobs)Yup, this is an important upgrade. Rather than exiting the job card and going to 'submitted forms' adding the filters and finding the historic forms a autmoted filter for that client within the jobcard (long with locationa and notes) should be a 'forms submitted'