Completed
Major Modifier Updates
Use Conditional component in place of the compare modifier. Run script to convert these. This will add multi-select in a single condition. Make it so inspectors can be selected. Inspectors have more or less time etc. Modifier that adjust the number of equipment items needed. Modifiers grouped and reordered. Miles from company address modifier needed
Christopher Scott 7 months ago
New Features
Completed
Major Modifier Updates
Use Conditional component in place of the compare modifier. Run script to convert these. This will add multi-select in a single condition. Make it so inspectors can be selected. Inspectors have more or less time etc. Modifier that adjust the number of equipment items needed. Modifiers grouped and reordered. Miles from company address modifier needed
Christopher Scott 7 months ago
New Features
In Progress
Major ActionFlow Event Upgrades
Texting Timeframe - Texts should only go out at specific times Adding delay options in event based actions Report triggers. Multiple triggers for report send. Text Message Templating
Christopher Scott 3 months ago
New Features
In Progress
Major ActionFlow Event Upgrades
Texting Timeframe - Texts should only go out at specific times Adding delay options in event based actions Report triggers. Multiple triggers for report send. Text Message Templating
Christopher Scott 3 months ago
New Features
Completed
Reusable Email Blocks
Blocks that can be reused throughout emails that can be edited in a single place
Christopher Scott 3 months ago
New Features
Completed
Reusable Email Blocks
Blocks that can be reused throughout emails that can be edited in a single place
Christopher Scott 3 months ago
New Features
Completed
Repair Quote View Screen - Results
List of all repair quotes with details Date range selector Which companies sent per Links to generated PDFs
Christopher Scott 5 months ago
New Features
Completed
Repair Quote View Screen - Results
List of all repair quotes with details Date range selector Which companies sent per Links to generated PDFs
Christopher Scott 5 months ago
New Features
Completed
Add Condition For "Role Permission"
If [Contact Role Permission] contains “repair-list“ Add this conditional to emails
Christopher Scott 3 months ago
New Features
Completed
Add Condition For "Role Permission"
If [Contact Role Permission] contains “repair-list“ Add this conditional to emails
Christopher Scott 3 months ago
New Features
Completed
Add Variables
{{ADDRESS}} X {{CLIENT_FIRST_NAME}} X {{INSPECTION_COMPANY}} {{INSPECTION_DATE}} {{INSPECTION_TIME}} {{SERVICES}} X {{INSPECTION_LINK}} {{INSPECTION_COMPANY_PHONE}} {{CUSTOM_FIELD_ArrivalTimeframe}} {{INSPECTOR_NAME}} {{INSPECTOR_DESCRIPTION}} {{INSPECTOR_FIRST_NAME}} {{INSPECTOR_IMAGE}} {{CURRENT_DATE}} {{INVOICE_LINK}} {{AGENT_FIRST_NAME}} {{CLIENT_NAME}} {{COMPANY_WEBSITE}} - Email signature only {{CURRENT_YEAR}} - Email signature only
Christopher Scott 4 months ago
New Features
Completed
Add Variables
{{ADDRESS}} X {{CLIENT_FIRST_NAME}} X {{INSPECTION_COMPANY}} {{INSPECTION_DATE}} {{INSPECTION_TIME}} {{SERVICES}} X {{INSPECTION_LINK}} {{INSPECTION_COMPANY_PHONE}} {{CUSTOM_FIELD_ArrivalTimeframe}} {{INSPECTOR_NAME}} {{INSPECTOR_DESCRIPTION}} {{INSPECTOR_FIRST_NAME}} {{INSPECTOR_IMAGE}} {{CURRENT_DATE}} {{INVOICE_LINK}} {{AGENT_FIRST_NAME}} {{CLIENT_NAME}} {{COMPANY_WEBSITE}} - Email signature only {{CURRENT_YEAR}} - Email signature only
Christopher Scott 4 months ago
New Features
Completed
Discount Codes Should be able to make a service negative
For the sake of adding a discount code, we should make things go negative.
Christopher Scott 4 months ago
Bug Reports
Completed
Discount Codes Should be able to make a service negative
For the sake of adding a discount code, we should make things go negative.
Christopher Scott 4 months ago
Bug Reports
Completed
Service Matrix Accessibility
It would be nice, especially for setting up large organizations, to have the ability to click and drag, select all for a column/row, or be able to somehow edit more than one service for one inspector at a time with a click.
Jake Staron 6 months ago
New Features
Completed
Service Matrix Accessibility
It would be nice, especially for setting up large organizations, to have the ability to click and drag, select all for a column/row, or be able to somehow edit more than one service for one inspector at a time with a click.
Jake Staron 6 months ago
New Features