Feature Request(s)

Matt
Matt Posts: 169
in Business Resources

Lately I have been getting 20+ leads in a short period of time, and I would love the option to add private notes to the client lead messages. This would allow me to put in things like, "Reach out to CLIENT in two weeks, they aren't ready to begin until then", add in photos client texts me, possible even a calendar sync.

Even better would to have a full client management system where we can put in photos, notes, and bids all in one place.

One more would be to have more options for different job statuses - One great one would be In-Progress, On-Hold, No Response

Comments

  • DustiO
    DustiO Administrator, Moderator Posts: 1,910

    @Matt We do have a lot of partner integrations that may do just what you are hoping. You can see them here. Also, love the feedback on more options for job statuses!

  • Matt
    Matt Posts: 169

    For sure, I have ways of doing that as well outside of Thumbtack, but just thinking even a quick text box like the one on the forum here would be a nice added feature for quick notes. Thanks for sharing!

  • Unknown
    Unknown
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