Feature Request

Need to have a wait list but for estimates needed. We get flooded with estimates and sometimes we loose track of them. So it would be nice to have a wait list for estimates needed. And be able to set reminders if we haven’t visited the property for the estimate. And be able to set a visit from this. But should be only for estimates needed.

Right now I would LOVE to be able to setup an automation that sends a notification to the customer day before service. The problem is most clients do not want this. Only a handful of customers will benefit from this. Using the existing framework I have to build an automation and turn it on globally and then go through absolutely every single account that doesn't want the notification and turn it off. this could be a thousand accounts. Huge time waster, but its the only way it works. What would be better is if I could create the automation and have it off globally and turn it on at the customer level for the 5-10 clients who need it. Why this change must happen is because it brings in consistency with how everything else works in the software. For example, you can turn off late fees globally and turn them for just 2-3 customers at the customer level. Same with card on file required and deposit thresholds. All can be off globally and then turned on or configured at the customer level. FAQ - You might be thinking, 'well we need a way to turn the automation off globally if its broken or triggering incorrectly without going through each account to turn it off individually.' Yes that's true and that could still be possible by deleting the automation. Deleting an automation at the global level should be the best way to remove it from all customers. Please vote for this. Love Always, Brian Rand

Currently when an event is marked skipped the user who clicked skip is asked to enter a reason for the skip. I love that. It's helpful to document that information and have it tied to the event. My suggestion is that it should be easier to see that reason when I am on the Dispatch Board. Currently you must click on the event to read the Reason for the Skip. What would be better is if it was like the 'notes for dispatcher' and it was visible on the Board without clicking into it. Thanks, Brian Rand

Having the ability to select and create a template and Pre schedule emails and Messages being sent to different clients each month of the year, and in-house tracking for estimates requested and approved jobs, same for print marketing tracking even if we have to manually imput how many materials we did and how many estimates where got from that source in that month, making a dashboard for marketing and calculating CPL and CAC along with your earnings per marketing source and what you are getting the best ROAS with.

Currently when assigning employees to multi day visits there is no option to assign a different allocation of employees on day 1 vs day 2. It is important to be able to assign employees on a per day (or per hour) basis so the correct labor split is assigned to the project. The only way to do this is to create duplicate visits however this creates confusion when completing visits.

A built-in option to require that a Visit Form be completed before an employee can close or clock out of a visit. This often leads to incomplete visit documentation, as employees may forget to fill out forms.

In the client portal, the running paid total is causing confusion among clients. They often mistake it for a lump sum payment, and new clients are particularly confused by this display. Additionally, showing the total amount paid over the life of the account might encourage clients to discontinue services due to budget concerns. It would be beneficial to remove this feature to prevent misunderstandings and potential client loss.

It would be nice if we had some kind of internal messaging system with our techs on Homeworks. I would like it if I could send a message/reminder/note to our techs that pops up on their screen when they open Homeworks. An example: Meeting today at 4:00pm, or Remember to offer our customers our new service...

Be able to see all customers and their properties on a map for better route planning.