Feature Requests

We would LOVE for the approval to appear in the tracker in green like approvals are supposed to. The system additions are greyed out and easily missed if we do not get the email telling us it's approved. We use the colors suggested so it would be amazing if the approval could be added in green instead of us having to copy and paste and change to green.

As per partner: Job Types are pretty critical to accurate reporting on any Facilis Partner’s business. Having it default to a secondary type is punitive for distributors. Furthermore, it contradicts your “default” Job Type setting. To me, this is not a feature request. This is a request for your software to function properly.

Request a feature that blanks out or masks the payment keys in the Online Payments settings to ensure PCI DSS compliance. This enhancement would help improve security and reduce the risk of exposing sensitive information.

Allow us to filter search results by date (oldest & newest), job numbers (lowest & newest), job descriptions (a-z & z-a), and contact names (a-z, z-a), & job type (select all, client, job, prospect, opportunity)

For Pods, it would be great to be able to change the contact in the follow up: "Follow Up For" _______ (member of the pod)

As per partner: Hi, My team is working on making sure we understand any reason a job cannot be submitted via EPO and recently on Koozie we got that it was rejected because the "Ship To - Business Name cannot exceed the maximum of 35 character(s)" I wanted to provide feedback as we can't control the company names and information they have to have on the jobs to be able to get the orders.

It would be helpful if the default message could change depending on the watermark selected. For example, we currently use the following default message for invoices: “Thank you for your business! Please find attached a copy of your invoice. This email indicates your order is complete and either on its way to you or ready for pickup. Your prompt payment would be appreciated.” However, when the PAID watermark is selected, this message is no longer appropriate since the order has already been paid. In that case, a different default message would be more suitable. Having the ability to set a unique default message for each watermark would make communication clearer and more accurate.