S
Sales & Marketing
Merged in a post:
Display Item Details For Invoices Created On Mobile
A
Anton Dale
On the desktop we are able to edit and display item details on invoices. However for invoices created using the mobile app we cannot add or edit item descriptions. (We can add notes but those don't show up on the invoice)
So if we create a custom item on the fly add a price and add notes explaining the item, it just shows up as "custom item" on the invoice which doesn't really tell the customer anything. It's even worse if you have to add 2 or more custom items.
Mobile Created Invoices the customer sees
Custom item1 $xx
Custom item2 $xx
Custom item3 $xx
Desktop Created Invoices the customer sees
Item1 $xx
Install additional switch
Materials and wiring
Item2 $xx
Diagnostics
Drywall section replacement (1'x2')
Additional materials
S
Sales & Marketing
Merged in a post:
Critical Sales Bottleneck – Show Product Descriptions on Mobile
B
Bryce Claudin
Not showing product descriptions on mobile is killing our sales process.
We live in a mobile world. Most clients open estimates/invoices on their phones, but they only see product names—no details. This creates confusion, forces extra back-and-forth, and slows down approvals. We constantly have to explain service details manually. It’s a huge headache.
👇Please see photos below of High Level vs another software. If a client is looking at two competitor's estimates, you can't tell me one doesn't have a huge advantage over the other. With a simple description, it looks like you're getting more from one that the other.
This should be a basic feature. Showing both product names and descriptions on mobile is a must. GHL please add this ASAP!
Photo Viewer
View photos in a modal
B
Bryce Claudin
Guys this has finally been fixed!!
A
Ashley DePiano
This is SOOOOO bad. It's visible on the desktop version. How do you tell a customer that they can't view your estimate on their phone when you just sent them a text message with the link?
B
Bryce Claudin
Ashley DePiano Agree!
M
Miguel Contés
This is a must! Clients don't know the diffence when we send multiple invoices and always be asking what are we charging them. Beign able to see description in mobile view must be in sync with desktop.
B
Bryce Claudin
F
Filip .
This is massively needed. Just super awkward to send an estimate/invoice with no details.
B
Bryce Claudin
Filip . Agree!
B
Bryce Claudin
I am currently using another software for estimates only just to get around this. Hard to manage.
B
Bryce Claudin
100% need this on estimates too!
J
Josef Genish
Much needed. This caused us a lot of problems both internally and with clients. URGENT!
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