Feature Request

When viewing a customer account in HomeWorks, the Jobs section is divided into four tabs: Recurring, One-Time, Quick Dispatch, and Job History. These groupings are helpful, but the Job History tab is missing an important piece of information: job status. Currently, there isn't an easy way to distinguish between jobs that were completed, closed, and invoiced versus jobs that were skipped and never invoiced. These are two very different outcomes, but they aren't easily distinguishable when reviewing a customer's job history. Suggested Improvement: Add a Status column to the existing Job History table so users can quickly identify the status of each job without opening it individually. This would only be necessary in the Job History tab, since jobs in the other three tabs are already open. Why This Matters: When reviewing a customer's account, we often need to understand what services were actually performed and billed versus which ones were skipped. Making job status visible directly in the table would save time, reduce unnecessary clicks, and make it much easier to understand a customer's service history at a glance. Love Always, Brian Rand

ability to select a default payment method when customers have multiple payment methods saved.

When creating a new customer profile, compare entered information for name, email and phone number against existing customers. If there is a match on any of the information, show a message to notify the user that there is a profile with the entered information with a button to navigate the user to that user's profile. This should help prevent duplicate customer accounts tremendously. I think this already happens for properties, so why not customers?

Is there a way to have multiple emails on an account in homeworks?-many times, commercial accounts have a finance dept-for invoices-and a then a main person who is dong the requesting of work that we need to communicate to. Right now it is set up for only one email -per Fin-even though on the profile it shows multilple cc's on the account.

Dream Big. Having the lawn size or even lot size automatically pull in when a Property is created would add tremendous value to most users. You could integrate with Deep Lawn, Near Map, or some other tool to pull the data. Removing this otherwise manual process would be a step towards automating simple estimates and support the goal of business growth without braking. Thanks for your consideration. Love Truly, Brian Rand

We recently had a technician upload two photos erroneously to a site visit. They are now displayed in the customer's portal. I just found out we have no way of deleting those photos from the portal, and they are permanently there. I would like to see the ability for the admin to remove photos from the portal or a site visit after that visit is complete in the future.

Make address collapse to compact address until you click on it to save space and help the customer page look less cluttered

It would be helpful to store a unique price for a service tied to a specific customer. Right now, when creating a new job, I have to search through past invoices to find the price previously charged for that customer. A customer-level price catalog would allow me to: Save a custom price for a service per customer Keep pricing consistent for repeat customers Automatically generate the correct price when creating a new job This would save time and reduce manual price lookups when estimating or scheduling work.