Pinned
In Progress
Payroll Upgrades
Id like to have a UI for my employees to see their pay and expected pay for each payroll. Itd be nice to have their upsells, tips, timesheets, and commissions in the same place where they can access it. Ahead of payroll they can see expected payroll with the jobs they are assigned to under their crew booked in the calendar. Additional Ideas: A leaderboard for techs to compete to try and get the most upsells. SGL’s (Self Generated Leads) when a technician gets lead info and adds themselves as the lead source their total SGL’s are shown. Service plan upsells - A way to track service plan upsells by technicians? For Sales reps: Same expected commission for the period end with KPI’s integrated so they can see which services they’ve sold the most, how many jobs, av job price, Volume tiers/accelerators that we can create to have milestones for the sales rep to hit to get an increased commission, independent service plan cancellations, plans sold with card on file, and a leaderboard between them and other reps. Customizability for sales reps payroll Id like to be able to track inbound vs outbound leads I assign to sales reps and pay them different commissions for each Is there a way to pay sales reps on the contracted value they’ve sold. Ex $250 Tri at 20% means 20% of $750?

Porter Hansen about 1 month ago
Feature Request
Pinned
In Progress
Payroll Upgrades
Id like to have a UI for my employees to see their pay and expected pay for each payroll. Itd be nice to have their upsells, tips, timesheets, and commissions in the same place where they can access it. Ahead of payroll they can see expected payroll with the jobs they are assigned to under their crew booked in the calendar. Additional Ideas: A leaderboard for techs to compete to try and get the most upsells. SGL’s (Self Generated Leads) when a technician gets lead info and adds themselves as the lead source their total SGL’s are shown. Service plan upsells - A way to track service plan upsells by technicians? For Sales reps: Same expected commission for the period end with KPI’s integrated so they can see which services they’ve sold the most, how many jobs, av job price, Volume tiers/accelerators that we can create to have milestones for the sales rep to hit to get an increased commission, independent service plan cancellations, plans sold with card on file, and a leaderboard between them and other reps. Customizability for sales reps payroll Id like to be able to track inbound vs outbound leads I assign to sales reps and pay them different commissions for each Is there a way to pay sales reps on the contracted value they’ve sold. Ex $250 Tri at 20% means 20% of $750?

Porter Hansen about 1 month ago
Feature Request
Pinned
Stage filter not working on queue page
I am experiencing an issue where the stage filter on the queue page is not working. When I try to apply the filter, it doesn't correctly filter the results on this specific page.

Salih Esa 3 months ago
Bug Report
Pinned
Stage filter not working on queue page
I am experiencing an issue where the stage filter on the queue page is not working. When I try to apply the filter, it doesn't correctly filter the results on this specific page.

Salih Esa 3 months ago
Bug Report
Completed
Call Handling through Mobile App
As opposed to only be able to manage on desktop or routing an inbound call

Noah Sanches 11 months ago
Feature Request
Completed
Call Handling through Mobile App
As opposed to only be able to manage on desktop or routing an inbound call

Noah Sanches 11 months ago
Feature Request
Planned
Custom salesmen permissions
Another thing is for my salesman. In the leads & customers on the app they can only see leads or customers they created. They can see all leads and customers on the map. Which great but the problem is they would have to created a whole nother lead or customer pin and contact to be able to edit or sign up on a service plan. For a work around right now I made my salesman and admin so he can edit leads/customers from anyone. For the future as I bring on more salesman I don’t want give them the admin abilities but I want them to be able to edit leads/customers created by someone else.

Lance Else 4 months ago
Feature Request
Planned
Custom salesmen permissions
Another thing is for my salesman. In the leads & customers on the app they can only see leads or customers they created. They can see all leads and customers on the map. Which great but the problem is they would have to created a whole nother lead or customer pin and contact to be able to edit or sign up on a service plan. For a work around right now I made my salesman and admin so he can edit leads/customers from anyone. For the future as I bring on more salesman I don’t want give them the admin abilities but I want them to be able to edit leads/customers created by someone else.

Lance Else 4 months ago
Feature Request
In Progress
Option Quoting
The ability to easily have the client mix and match what line items and/or frequency of service they would like to approve for their job. Jobber and Housecall do a good job for this

Shayan Beheshtifar 2 months ago
Feature Request
In Progress
Option Quoting
The ability to easily have the client mix and match what line items and/or frequency of service they would like to approve for their job. Jobber and Housecall do a good job for this

Shayan Beheshtifar 2 months ago
Feature Request
In Progress
Multiple Locations/Addresses for one customer
We work with multiple property, managers and realtors, even some parents who get the Window Cleaning done for their kids. It would be cool if these people could have multiple addresses.

Logan Redmond 3 months ago
Feature Request
In Progress
Multiple Locations/Addresses for one customer
We work with multiple property, managers and realtors, even some parents who get the Window Cleaning done for their kids. It would be cool if these people could have multiple addresses.

Logan Redmond 3 months ago
Feature Request
Completed
Web: Scheduling one-time jobs reverts to today's date after agreement
When scheduling a one-time job on the web dashboard after an agreement, the selected date reverts to today's date regardless of what was chosen. This incorrect date is then sent to the customer. This is happening on the web platform.

Rémi Desharnais 3 months ago
Bug Report
Completed
Web: Scheduling one-time jobs reverts to today's date after agreement
When scheduling a one-time job on the web dashboard after an agreement, the selected date reverts to today's date regardless of what was chosen. This incorrect date is then sent to the customer. This is happening on the web platform.

Rémi Desharnais 3 months ago
Bug Report
Completed
Tech Job Checklist
We have a physical checklist now but an integrated checklist within Rotor would be sick. - Start-of-day checklist when you clock in — making sure teams have all the tools they need for specific jobs, checked job notes for the day, trucks are filled up, etc. - Techs must fill out checklist before marking job as complete - Integrated with performance KPIs?

Porter Hansen 4 months ago
Feature Request
Completed
Tech Job Checklist
We have a physical checklist now but an integrated checklist within Rotor would be sick. - Start-of-day checklist when you clock in — making sure teams have all the tools they need for specific jobs, checked job notes for the day, trucks are filled up, etc. - Techs must fill out checklist before marking job as complete - Integrated with performance KPIs?

Porter Hansen 4 months ago
Feature Request
Completed
Payroll
- Sales rep and technician commissions calculated for certain periods - Technician increased commission on upsells or line items created from their account - Calculating technician hourly / editing technician hours within the timesheets. Editing which days they worked if they forgot to clock in or editing hours incase they forgot to clock out. - Print invoices/payroll (hours, commissions, tips) for employees/contractors - Tech performance KPIs? Via tech job checklist, # of jobs paid, callbacks or additional visits required for customer - IDEA — Performance pay integration in the future so we can calculate Total Commission – Hourly = Bonus. Bonus is paid in "limbo" the following pay period. Hourly is entitled every pay period. - IDEA — Tracking SGLs (Self Generated Leads) for technicians. (Ex: tech sees a lady walking by and gets her information as a lead, the technician is assigned to the lead automatically, but # of leads and projected value of leads is included in the KPI area for technician payroll.)

Porter Hansen 4 months ago
Feature Request
Completed
Payroll
- Sales rep and technician commissions calculated for certain periods - Technician increased commission on upsells or line items created from their account - Calculating technician hourly / editing technician hours within the timesheets. Editing which days they worked if they forgot to clock in or editing hours incase they forgot to clock out. - Print invoices/payroll (hours, commissions, tips) for employees/contractors - Tech performance KPIs? Via tech job checklist, # of jobs paid, callbacks or additional visits required for customer - IDEA — Performance pay integration in the future so we can calculate Total Commission – Hourly = Bonus. Bonus is paid in "limbo" the following pay period. Hourly is entitled every pay period. - IDEA — Tracking SGLs (Self Generated Leads) for technicians. (Ex: tech sees a lady walking by and gets her information as a lead, the technician is assigned to the lead automatically, but # of leads and projected value of leads is included in the KPI area for technician payroll.)

Porter Hansen 4 months ago
Feature Request
Completed
Custom Appointment reminders
It would be nice to have maybe one or two more appointment reminders as wall as the option to adjust how many days in advanced they are sent and the option to send them via email as well. It would help automat this process and the increased communication would help reduce the number of clients that need to be rescheduled and reaching out the day before to get rescheduled

Lincoln Washburn 4 months ago
Feature Request
Completed
Custom Appointment reminders
It would be nice to have maybe one or two more appointment reminders as wall as the option to adjust how many days in advanced they are sent and the option to send them via email as well. It would help automat this process and the increased communication would help reduce the number of clients that need to be rescheduled and reaching out the day before to get rescheduled

Lincoln Washburn 4 months ago
Feature Request
Import Jobs and Recurring Schedules
I want to be able to import my recurring jobs and schedules directly from Homebase into Rotor. Currently, I have to manually re-key everything, which is super time-consuming and makes transitioning to Rotor difficult. Having an import tool for jobs/schedules would be a huge help.

Lance Else 4 months ago
Feature Request
Import Jobs and Recurring Schedules
I want to be able to import my recurring jobs and schedules directly from Homebase into Rotor. Currently, I have to manually re-key everything, which is super time-consuming and makes transitioning to Rotor difficult. Having an import tool for jobs/schedules would be a huge help.

Lance Else 4 months ago
Feature Request
Planned
Weekly Sales Rep Cleaned Revenue Report
I want a way to see the amount of revenue that was cleaned in a specific week that was sold by a sales rep. This would help in tracking team performance and actual collected revenue on a weekly cadence without having to manually export and pivot data.

Chandler Hyde 4 months ago
Feature Request
Planned
Weekly Sales Rep Cleaned Revenue Report
I want a way to see the amount of revenue that was cleaned in a specific week that was sold by a sales rep. This would help in tracking team performance and actual collected revenue on a weekly cadence without having to manually export and pivot data.

Chandler Hyde 4 months ago
Feature Request
Completed
Inbound Voicemail Inbox and Callback Capability
I want to be able to see received voicemails in an inbox and have the ability to call back people who leave them. Currently, I can't see voicemails anywhere or return calls from them, which is important for my business communication.

Luke Anderson 5 months ago
Feature Request
Completed
Inbound Voicemail Inbox and Callback Capability
I want to be able to see received voicemails in an inbox and have the ability to call back people who leave them. Currently, I can't see voicemails anywhere or return calls from them, which is important for my business communication.

Luke Anderson 5 months ago
Feature Request
In Progress
Picture of Technician with on the way text
this would be great for branding and overall customer, communication and experience.

Logan Redmond 8 days ago
Feature Request
In Progress
Picture of Technician with on the way text
this would be great for branding and overall customer, communication and experience.

Logan Redmond 8 days ago
Feature Request
Real Time Refresh Updates - Mobile
Something I have consistently been noticing is that you will need to actually kill the mobile app to have things load/refresh in the app. If I schedule a job, it doesn’t show up on our techs phone until they kill their app and reopen it. Wondering if there is a way to improve or speed up refresh rate. This also happens a lot with creating contacts. When I click create new customer, it will freeze. The customer is created, but I have to kill the app to get to the next page.

Ryan Sandberg 15 days ago
Bug Report
Real Time Refresh Updates - Mobile
Something I have consistently been noticing is that you will need to actually kill the mobile app to have things load/refresh in the app. If I schedule a job, it doesn’t show up on our techs phone until they kill their app and reopen it. Wondering if there is a way to improve or speed up refresh rate. This also happens a lot with creating contacts. When I click create new customer, it will freeze. The customer is created, but I have to kill the app to get to the next page.

Ryan Sandberg 15 days ago
Bug Report
Planned
Visits not removed from schedule after customer deletion
I am experiencing a bug where deleting a customer does not automatically remove their associated visits from the schedule. This leads to orphaned visits and errors when attempting to delete services that were tied to the deleted customer. *Note from Noah: this happened from web. visits remained on schedule with “No Customer” and unable to be removed

Alan Navarro 2 months ago
Bug Report
Planned
Visits not removed from schedule after customer deletion
I am experiencing a bug where deleting a customer does not automatically remove their associated visits from the schedule. This leads to orphaned visits and errors when attempting to delete services that were tied to the deleted customer. *Note from Noah: this happened from web. visits remained on schedule with “No Customer” and unable to be removed

Alan Navarro 2 months ago
Bug Report
Duplicate Email and SMS Templates
I want to be able to duplicate existing email and SMS templates so that I can easily create variations or modify the text without starting from scratch. This is especially useful for job scheduled notifications.

Raphael Parenteau 4 months ago
Feature Request
Duplicate Email and SMS Templates
I want to be able to duplicate existing email and SMS templates so that I can easily create variations or modify the text without starting from scratch. This is especially useful for job scheduled notifications.

Raphael Parenteau 4 months ago
Feature Request
Planned
Meta ROAS Metric Edit
I'm finding that my ROAS isn't accurately reflecting actual revenue from Meta ads. Currently, it's based on projected values from leads marked as "converted" rather than actual sales from serviced jobs. Having ROAS update based on true customer conversions and completed jobs would provide much more accurate and actionable insights for my business.

Noah Sanches 11 months ago
Feature Request
Planned
Meta ROAS Metric Edit
I'm finding that my ROAS isn't accurately reflecting actual revenue from Meta ads. Currently, it's based on projected values from leads marked as "converted" rather than actual sales from serviced jobs. Having ROAS update based on true customer conversions and completed jobs would provide much more accurate and actionable insights for my business.

Noah Sanches 11 months ago
Feature Request