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 3 months ago

4

💡

Feature Request

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 5 months ago

🐛

Bug Report

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 4 months ago

8

💡

Feature Request

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

Noah Sanches about 1 year ago

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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 6 months ago

4

💡

Feature Request

I think it would be great to have a feature where we can name discounts. “Package discount” “Referral discount” Etc..

Aidin Zamani about 1 month ago

3

💡

Feature Request

this would be great for branding and overall customer, communication and experience.

Logan Redmond about 2 months ago

1

💡

Feature Request

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 4 months ago

3

💡

Feature Request

Can’t send simple before and after photos to clients

Logan Redmond 3 months ago

1

🐛

Bug 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 6 months ago

1

💡

Feature Request

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 7 months ago

1

💡

Feature Request

Instead of just having terms and conditions on agreements, would be very beneficial to have a quick terms and conditions link/page that can be tied to quotes / one-off jobs

Jerry garcia 2 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 5 months ago

1

🐛

Bug Report

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 5 months ago

1

💡

Feature Request

- 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 5 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 5 months ago

4

💡

Feature Request

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 6 months ago

3

💡

Feature Request

We send deposit requests for larger jobs. Currently, I can’t see a way to send a partial payment request for them to fill out. Would be really nice to be able to send those out.

Ryan Sandberg about 1 month ago

2

💡

Feature Request

My last CRM had a feature where instead of sending a basic estimate with line items, you could send a “Proposal” which can include testimonials, service process, insurances and worksafe, and a bit of a blog on our company. I am giving some larger estimates and id like to be able to show more about my business.

Porter Hansen about 2 months ago

1

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Feature Request

I want to be able to create a custom real voice voicemail

Raphael Parenteau 3 months ago

1

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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 4 months ago

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Feature Request

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

Noah Sanches 4 months ago

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Feature Request