Over function is great, but Needs some improvements
I like it the app and it really can be really a great app but it needs some improvements. Easy fixes I think for a programmer. No phone number either, Just an email for their company and that they don’t respond to. I sent them questions about a month ago about the app and features/ bugs/ trying to get my logo to be approved, and still no response. I don’t know the last time they updated the app. (Not trying to be biased just giving my opinion)
1. When I add in new customer/ their info, the screen goes black when I save them and then I need to reopen the app and put in my password again. Can be frustrating. It’s almost 90% of the time.
2. There’s no option to schedule our sales representative to go out for a estimate. You can only schedule an approved project ready to be completed. That’s frustrating that we can’t use the same platform for all of our scheduling needs.
3. Once a tree is removed and the invoice is sent, you will no longer find that tree in the tree inventory so you can’t go back and add stump grinding if it still needs to be completed at a later time. The tree will need to be logged into the app again.
4. It’s been close to a month now, and our logo is still in review and hasn’t been “approved” so we don’t have our logo on our estimates, invoices, proposals, receipts, nothing.
5. If I scheduled someone for a later date but we were able to get them in earlier, they still appear on the calendar for the later date. It would be nice to see if a job was completed, that the color or something like the job becomes crossed out / checked marked on the calendar so that you know it has already been completed without having to click on the project and looking into the info.
6. No option to change the status of a project back after it has been approved. If a client approves, and then later changes mind, there is no way to change the status back to invoice “sent”.
7. MAJOR POINT! Lost clients because of this!!!! I have had multiple clients tell me they never received an email from us even though it was sent. I had followed up with them after a week of they had any questions and They stated they didn’t see anything in their email or spam. (Not just one client but multiple). We lost thousands of dollars because of this. So now I have to text each client to make sure they got the estimate right away.
8. I don’t like how if I wasn’t able to get an email address when I upload the customer info, once I finish their quote and the pre-populated message comes up, the recipient email is left blank but the system doesn’t pop up an error code or anything. It lets you hit send! And it didn’t send to anyone! And then the status of the invoice is changed to “sent” email even though no email on file! There needs to be a error message that pops up on the prepopulated email that says “no recipient email on file” and doesn’t allow you to send anything until that is filled in.
Will add more bugs as I continue using the app.
1. When I add in new customer/ their info, the screen goes black when I save them and then I need to reopen the app and put in my password again. Can be frustrating. It’s almost 90% of the time.
2. There’s no option to schedule our sales representative to go out for a estimate. You can only schedule an approved project ready to be completed. That’s frustrating that we can’t use the same platform for all of our scheduling needs.
3. Once a tree is removed and the invoice is sent, you will no longer find that tree in the tree inventory so you can’t go back and add stump grinding if it still needs to be completed at a later time. The tree will need to be logged into the app again.
4. It’s been close to a month now, and our logo is still in review and hasn’t been “approved” so we don’t have our logo on our estimates, invoices, proposals, receipts, nothing.
5. If I scheduled someone for a later date but we were able to get them in earlier, they still appear on the calendar for the later date. It would be nice to see if a job was completed, that the color or something like the job becomes crossed out / checked marked on the calendar so that you know it has already been completed without having to click on the project and looking into the info.
6. No option to change the status of a project back after it has been approved. If a client approves, and then later changes mind, there is no way to change the status back to invoice “sent”.
7. MAJOR POINT! Lost clients because of this!!!! I have had multiple clients tell me they never received an email from us even though it was sent. I had followed up with them after a week of they had any questions and They stated they didn’t see anything in their email or spam. (Not just one client but multiple). We lost thousands of dollars because of this. So now I have to text each client to make sure they got the estimate right away.
8. I don’t like how if I wasn’t able to get an email address when I upload the customer info, once I finish their quote and the pre-populated message comes up, the recipient email is left blank but the system doesn’t pop up an error code or anything. It lets you hit send! And it didn’t send to anyone! And then the status of the invoice is changed to “sent” email even though no email on file! There needs to be a error message that pops up on the prepopulated email that says “no recipient email on file” and doesn’t allow you to send anything until that is filled in.
Will add more bugs as I continue using the app.
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