Approved

Estimator Name on Estimates

Currently estimates do not show who estimated the job on estimates in mobile. On the pdf that gets sent out we have no idea who made the estimate unless we look up the customer history. Would like to add the estimators name on the mobile estimates.

Create batch update utility for the invoice list

Hello. Please add a batch update form like we now have for work orders, items, and such. We need to do a lot of changes for departments and salespeople. We will pay $250 or more since that is cheaper than our labor.

Customer Portal or Website

Are there any plans to make customer website or portal? I would like to see a way for our customers to pay their bills, reprint invoices, and maybe see other information. That would be my idea. I think it would create sales and keep customers too. We would not expect this to be included. It …

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Email Payment Link

Would like to see a payment link for invoices emailed to allow the client to enter their own credit card info.

MailChimp Integration

We use MailChimp. We export Total Office Manager information from the Marketing Lists Generator. We import into MailChimp manually.  It works well We would like some type of automated (or a few clicks) system that keeps the two systems synced up. That would save us time.