As opposed to only be able to manage on desktop or routing an inbound call

Noah Sanches 9 months ago

💡

Feature Request

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 about 1 month ago

1

🐛

Bug Report

- 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 about 2 months ago

2

💡

Feature Request

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 about 2 months ago

4

💡

Feature Request

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 2 months ago

4

💡

Feature Request

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 about 2 months ago

1

💡

Feature Request

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 2 months ago

1

💡

Feature Request

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 4 days ago

🐛

Bug Report

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 3 months ago

1

💡

Feature Request

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 5 days ago

1

💡

Feature Request

Easier checkout experience for those that want to then immediately collect tip in person.

Noah Sanches 5 days ago

💡

Feature Request

I have had a couple customers try to sign on their mobile after sending a service plan and it hasn’t allowed them to. I then have to go meet them and sign in person. It’s weird because it only does this to some people and others it has worked normal.

Lance Else about 1 month ago

6

💡

Feature Request

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 about 2 months ago

💡

Feature Request

The customer reports an issue where active calls initiated within the Rotor application are prematurely disconnected. This occurs when the user navigates away from the active call screen to any other section of the app, such as the schedule, inbox, or back to the customer profile. The customer states that this behavior is new and did not occur previously. They are seeking a resolution or clarification on the cause.

Jennalynn Fitzgerald about 2 months ago

🐛

Bug Report

I want customers to be able to download invoices and receipts directly from the client portal. Currently, they can only view them, which makes it difficult for them to keep records without using workarounds like printing to PDF.

Ayaz Saleh about 2 months ago

2

💡

Feature Request

When a new a job/quote is being selected, should be able to add new customer, it only lets you select previous customers

Mikkel Norby 3 months ago

1

💡

Feature Request

Self quoting and self booking/checkout experience

Noah Sanches 9 months ago

💡

Feature Request

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 9 months ago

💡

Feature Request

I need to be able to send quotes as a PDF. I am quoting a commercial job and the client requires the quote in PDF format.

Raphael Parenteau about 4 hours ago

💡

Feature Request

I need a way to look at old form submissions. Currently, it's difficult to view a historical list or log of individual form entries directly within the platform interface.

Matteo Gulla about 4 hours ago

💡

Feature Request