Ethan Forns
Sales Professional - Residential Construction
Commented on Save estimate versionsI do not see any versions in the chat history.Created Custom catalog only shows 28 itemsCreated Save filter presetsCreated Save estimate versionsCreated Sub groupsCreated The ability for handoff to update external excel sheets, or google sheetsCreated create automated workflowsCommented on Integrate with Apple RoomScan APIplease please add this!. I have posted this on other threads. These apps work very well, and customers are always impressed watching me scan their home into a blueprint in minutes. Adding in the ability to manually correct measurements would also be great, not all lidar scanner a…Upvoted Integrate with Apple RoomScan APICommented on Let me attach files beneath a Proposal Group, like Landscape Photos w/ the Landscape SectionYes, this would be very helpful. ie I have a major addition that includes remodel work, an addition and a deck. I may want specific pictures included in the remodel section, a picture of the proposed deck in the deck section, etc. It would also be great to be able to put pictures…Upvoted Let me attach files beneath a Proposal Group, like Landscape Photos w/ the Landscape SectionCommented on I want my Estimate Groups consistently in the same order.can’t this be done as a rule already if you are using consistent naming? ie make a rule: order every estimate in this order: Planning Demolition Excavation Footings etcUpvoted I want my Estimate Groups consistently in the same order.Upvoted Notification ConfigurationCommented on Notification Configurationyes, the ability to set rules and filters for notifications would make the notifications useful(currently they are not). It would be good to have each type of notification customizable for each user. A sales manager may want to be notified for most items for all salespeople on th…Commented on In Proposals, give me more descriptive bulleted descriptions. Let me rewrite w/ more description.I posted on this elsewhere. It would be great if we could choose mix and match in the proposal to have some groups show each item, and other groups just show the summary. for example on a group that is all tasks, I would want to show each item on the proposal, that way the custom…Upvoted In Proposals, give me more descriptive bulleted descriptions. Let me rewrite w/ more description.Created Costbook assemliesCreated Proposal GroupingUpvoted Version History & Change Recovery for DocumentsCommented on Room ScanI posted this on another thread. Apple has a developer kit already setup for this.Upvoted Room ScanCommented on Add a separate client-facing description field on catalog rates (distinct from internal description)I agree. and I would also want another note for sub contractors. that way we can add more detailed notes needed just for the sub-contractor assigned to the task.Upvoted Add a separate client-facing description field on catalog rates (distinct from internal description)Commented on Make Dashboards searchableI don’t see any way to filter projects. Specifically there is no way to filter by assignee.Commented on Let me send a proposal to multiple recipients (and to myself by default)For a workaround, you can send pdf copies for review only. I would also love conditional and sequential approvals. So we may need to specify that multiple people all have to approve a proposal for it to be accepted, or we may send it to multiple people, but any 1 person can appro…Upvoted Let me send a proposal to multiple recipients (and to myself by default)Created rule review text boxCreated Material selections, allowances and deadlinesCreated Assign estimate items to contacts