Oct 29 • Feature Requests
Group vote
requested that Xecute pulls data from accounts such as old estimates, invoices, or work orders.
It’s a great idea, this feature isn’t built yet.
It’s potentially ALOT of data (a very long text message) depending on customer.
Would you guys want to see 3 most recent estimates per customer with hyperlinks only (for you to click and then brings it to your app) it would look something like this
Request:
“Get me the latest estimates for (customer name)”
(Confirmation message)
If yes,
Response:
(Customer name and details)
“Estimate title” : link
“Estimate title”: link
“Estimate title”: link
OR
Do you want to ask for a specific estimate and Xecute summarizes it for you (BUT YOU MUST KNOW THE TITLE OR ID NUMBER)
Request:
Can you get me estimate (enter title or ID) for (customer name)
(Confirmation message)
If yes,
Response:
(Customer name and details)
Estimate title
Line item 1: (with total price)
Line item 2: (with total price)
Etc.
Personal opinion: 🙋🏼♂️
Option 1 is more streamlined because if you get the title or id wrong you’d have to start over.
What do y’all think?
3
1 comment
Group vote
Leaderboard (30-day)
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