C-Cube

Good morning, I would like to suggest an improvement regarding automated follow-up emails. Would it be possible to allow for further customization of follow-ups, in particular according to the client's language and the type of project? For example: If the customer is French-speaking, the follow-up would be automatically sent in French. If the customer is English speaking, it would be sent in English. The content could also be adapted to the type of project: roof repair, new roof, insulation, elastomeric membrane, etc. It would be interesting to be able to create different email templates and to define criteria that would automatically determine which one should be sent. I believe that this feature would allow for much more personalized and relevant follow-ups, while maintaining automation. Maxime Alex Côté Roofing & Insulation

allows the creation of a schedule specific to each project that can be attached to the initial and adjusted quotation throughout the project, which would send all parties a notification to the client, team and subcontractor when it is modified

sent a notification to the assigned team and to the client with information relating to the project x example 1 week before, the day before and when a schedule change was made

Have an email template for the customer meeting section. Like the other templates, have a template for meeting planning emails.

be able to take a photo or download PDFs of invoices, materials or subcontractors so that cost tracking is added automatically without having to return each item manually to each of the site reports, or even a direct link with the application (example dext) in order to avoid any repetitive task

Linked the storage applications and allows the creation of folders and the organization of photos

be able to more easily put the photos of a project in the order you want. The little arrows make it long when there are dozens of photos. proposal: drag and drop the photos in the order you want

It would be interesting to be able to assign a task and its follow-up to more than one person. This would greatly facilitate collaboration between departments and would allow better monitoring of shared responsibilities.

When creating a new project, create the submission task (activity) with the submission date entered when the project was opened with the estimator as the task manager for follow-up. A follow-up task has already been created with the follow-up date with the project manager currently.

Have the option of duplicating a work order as well as an order form much like we already have the option in the quote.