CRM

Time tracking for employees. Some service based businesses, charge on time spent. GPS time clock for instance.

Route planning for service based businesses. Essentially allowing technicians to schedule their day going from job site to job site or house to house and plan their route for the day while also be able to be tracked by the owner to make sure they are actually at the job site. This can be used for any service based business. GPS Tracking, Job Photos, and Job Dispatch.

Clients would like to know how much time their representatives are spending on each potential lead. Add a time tracking option on time spent, calling, emailing, texting, or just open to that contact.

Pin a specific note to the top. Would be great to have an easily accessible note at the top of the notes list to include links associated with the contact or opportunity, as urls are not clickable in custom fields.

Sample use case: In the Contacts tab, I want the ability to filter and identify contacts based on specific preference types, such as filtering all contacts who have unsubscribed from 'newsletter' emails. This will allow me to easily export these contacts or check if they are willing to receive different types of emails, helping to manage communication strategies more effectively. Suggestion: Enhance the filtering system across all areas (Contacts tab, Automation, etc.) to include preference options. This would allow users to filter contacts based on their subscription or unsubscription to specific preference types (e.g., 'newsletter'). Additionally, the feature should enable actions such as exporting these contacts or identifying if they are eligible for receiving other types of email content.

To develop an intuitive and efficient time registration system that integrates seamlessly into the daily workflow of employees, while providing advanced features for administrators to manage time entries, generate reports, and maintain data integrity. ✅ Time Registration and Management: ➕ Implement a user-friendly interface for employees to log working hours, overtime, materials, driving, and expenses. ➕ Provide options for employees to input time details such as start and end times, total hours worked, and lunch breaks. ➕ Include a reminder system to notify employees to complete their time entries before they are locked or deleted. ✅ Customization Options: ➕ Allow administrators to configure the system to require project association, task descriptions, and work type during time entry. ➕ Implement a system to restrict editing or deletion of time entries after a specified period (e.g., after 1 day). ✅ Advanced Time Tracking: ➕ Include features for quick time entry, such as automatic lunch breaks and fast-fill options for recurring entries. ➕ Provide the ability to set deadlines and enforce content requirements for time entries. Allow administrators to approve and lock time entries to prevent further modifications. ✅ Reporting and Data Export: ➕ Develop a reporting module that allows users to generate detailed reports based on selected criteria (e.g., date range, employee, project). ➕ Include filtering options within the report generation to refine data as per client needs. ➕ Enable the ability to download reports in various formats and send them directly via email from the mobile application. ✅ Additional Requirements: ➕ Mobile Compatibility: Ensure all features are fully functional on mobile devices, with an emphasis on ease of use for field workers.

I want to make my WL software truly All-in-One by providing job creation and management in addition to marketing a local service-based business. There are these item categories in GHL currently - contact, (cal) event, task, etc and I'd like to request a new category - JOB - so if a client is a service-based business for example, they can easily use the job to: Create jobs from Proposals & Estimates (standalone or recurring) Map Contacts Manage staff members & their work schedules - (Revamp 'My Staff' page) Assign tasks and/or checklists for that job type Create new or map existing quotes/estimates/proposals Take payments (both one-time & recurring) Schedule, view, and manage jobs & bookings Updating jobs and tracking progress for everyone - business owner, staff & customer Add quality audit or compliance specification for each job and record evidence Take pictures or record videos using the mobile app (for sharing with customers or recording evidence). Assign items to every job and manage their inventory (optional but useful) Track key business metrics - view the number and value of completed and pending jobs by week, month or year. Providing an end customer portal for viewing and managing bookings will be just ideal. Here's that request. https://highlevel.canny.io/saas/p/end-customer-portal Most tech providers for service businesses have a job feature that's quite useful to clients. (Jobber, HouseCallPro, JobNimbus, HubScape, Launch27, ConnecTeam, MaidCentral, CleanSure, etc.)

Would be great to have the native ability to send iMessages in CRM without needing a third party app that costs $1000/mo. iMessage increases response rates 2x and would be a great way for GHL to bring in additional revenue. Could charge agencies or subaccounts per line to add on the service.

We desperately need the ability to run companies through a pipeline instead of a contacts.

Under my profile, notification. please add a box for the channels so we can specify what channels the user wants to receive the notification if all the channels or a specific channel are shown in the picture below.