FEATURES:
1. Description
2. Use Case
BUGS:
1. Description
2. Steps to replicate the bug
We love implementing feedback! Here's some ideas for helpful posts...
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?
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.
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
Completed
Call Handling through Mobile App
As opposed to only be able to manage on desktop or routing an inbound call
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.
Completed
Discount Name
I think it would be great to have a feature where we can name discounts. “Package discount” “Referral discount” Etc..
Completed
Picture of Technician with on the way text
this would be great for branding and overall customer, communication and experience.
Completed
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.
Planned
Sending deposit requests
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.
Planned
General Terms + Conditions
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
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.
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.
PDF export for quotes
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.
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.
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?
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.)
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
Completed
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.
AI Message Responder
Exploring ways to integrate with AI for afterhours messages, trained on business data
In Progress
In person estimate scheduling
Now that it is getting to lighting season, we are really struggling not being able to schedule estimates on the calendar. I’m sure this has been discussed before, but if there was a way to schedule a lead for an in person estimate that goes on the calendar just like a job and can go to one of the calendars like the salesperson or tech or whatever, then that person could have a way to see what estimates they have and where. And then just like a job, they could send an on my way text and have the potential client get reminder texts about the estimate. So it would be the exact same stuff as a normal job, but with the ability to convert that estimate into a service plan/job just like a quote.
In Progress
Quote deposits
It would be nice to have quote deposit option for my pressure washing and Christmas light jobs