Search found 8 matches

by Kelli3828
Sun Jul 18, 2021 4:01 pm
Forum: Suggestions / Feature Requests
Topic: Enter deposits into estimates
Replies: 0
Views: 2738

Enter deposits into estimates

It would be helpful to be able to add a deposit into an estimate. We use estimates from the time the customer contacts us (could be many months prior) until the day they actually received all their items. During those months, they edit the items, change the amount of items needed, add, subtract, etc...
by Kelli3828
Sun Jul 18, 2021 3:58 pm
Forum: Suggestions / Feature Requests
Topic: Email notification option for phone
Replies: 1
Views: 1135

Email notification option for phone

It would be nice to have an email notification option for an iphone the same way there is for texts and orders and such :-)
by Kelli3828
Wed May 05, 2021 10:33 am
Forum: Suggestions / Feature Requests
Topic: Revised date
Replies: 0
Views: 2869

Revised date

It would be helpful to have a "revised date" on estimates as they are print out
by Kelli3828
Sat May 01, 2021 8:17 am
Forum: Suggestions / Feature Requests
Topic: Printing time cards
Replies: 0
Views: 2860

Printing time cards

Being able to print multiple time cards at one time would be a huge time saver
by Kelli3828
Tue Apr 27, 2021 12:52 pm
Forum: Suggestions / Feature Requests
Topic: More features available on phone app
Replies: 0
Views: 3492

More features available on phone app

I would love to be able to see the "status" of a CRM from my phone app

Being able to put in estimates and orders from phone app would be huge (especially for balloon people)!

Being able to take credit cards on orders from the phone app
by Kelli3828
Mon May 11, 2020 3:08 pm
Forum: Suggestions / Feature Requests
Topic: Pictures from phone in notees
Replies: 1
Views: 1813

Pictures from phone in notees

Hi there! It would be really helpful to be able to add a pictures from my phone and put it in the notes of my contact. When I make a balloon bouquet, Icould take a picture of the bouquet and put it in the notes of that contact to remind myself what they had last time. Many people call and say "remem...
by Kelli3828
Sat Apr 04, 2020 10:26 am
Forum: Suggestions / Feature Requests
Topic: Editing orders
Replies: 1
Views: 1382

Editing orders

I would be really helpful to be able to edit an order. People (my customers anyway - a lot of them being brides) change their mind all the time. We require a deposit for an order, so having to void the payment and then create a new order and then re-input that payment info could lead to mistakes - w...
by Kelli3828
Wed Mar 18, 2020 11:12 am
Forum: Suggestions / Feature Requests
Topic: Orders on calendar and put into contracts
Replies: 0
Views: 3478

Orders on calendar and put into contracts

It would be really helpful for my business for daily orders to show up on a calendar.

It would also be very helpful to be able to insert the "order" into the "contract"

Thanks for letting me share :-)