Feature Request

Right now the Homeworks business number only handles text messages. It would be great if calls to that number could forward to our cell phones, with the business number showing as caller ID so we know it's a work call. That way businesses can use one number for both calls and texts instead of keeping two separate numbers. It would also help a lot to send and receive pictures and videos through that number. Customers often want to send photos of their yard or a problem area, and we'd like to send before and after pics of completed jobs. Thanks!

I currently use housecall pro and would like to see voice calling as an option in homeworks to switch in case a technician needs to call a customer i dont want 2 softwares for that

When an email we send to a customer bounces or fails, nobody tells us. That covers quotes, invoices, reminders and automation emails. The bounce notice goes to noreply@emailcopilotcrm.com , so we only find out when a customer calls asking where their quote or invoice is. What we'd like: Bounce alert. When a customer email bounces, send a notification to the company's business email and show it in the in-app notification bell. Include the customer name, the email address, what was sent (quote #, invoice #, or the automation name) and the bounce reason. Flag the customer record. Mark the customer's email as "Bounced / Invalid" on their profile so the office sees it the next time they open the account. Automation trigger. Add an "Email Bounced / Delivery Failed" trigger. Then we could create a to-do automatically, or text the customer asking for a correct email address. Why it matters: right now our only option is checking Automation History by hand, and that doesn't cover emails sent outside automations. Missed quotes and invoices cost us jobs and slow down payments.

When email are sent they should also go to the CC email that is listed under the costumer Many costumer's need more than one person to receive invoices and estimates

It would be helpful if the crews would be able to attach videos directly to an upsell in the FieldForce app.

The ability to assign a separate, dedicated billing email address for customers that is different from their primary contact email. Many of our larger commercial clients require invoices to be sent directly to a specific accounting or billing department email rather than the main contact on the account.

I would like to submit a request so more email history can be visible (not only the last 30)

To have the functionality to schedule mass emails directly from within the software.