Adding a material list to a project that would be selectable based on jobsite items used/needed. That can be don on the phone app from the field and visible on the job. So that an employee on site can added needed items and share them with the PM and show checked off once completed.
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Let me start off with We LOVE Houzz Pro and are so thankful that you guys always take our feedback into consideration!
I would love to see a way to “archive” a whole project while still being able to keep the client in our projects. The reason we would find this helpful is in our business we have repeat clients and when we bring them back up after we have “closed” the project it still has all of their previous project’s info. I know you can archive some of it, but some must also be deleted so it doesn’t show. It can be confusing bc for instance the financial documents are not in date order, so sometimes you have CO’s from the first project that comes before the estimate for the next project. I hope that makes sense. It would be nice to either archive the old stuff or be able to save it all to a folder without having to go into each item individually. I hope I explained that well enough.
Also, it would be nice if I could organize my project page by Project Managers.
We Love the contact form that we embedded to our website! That was a great addition!
Thank you for all you guys do!
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I would love it if we could record payments from customers but NOT sync them to Quickbooks, just like on bills. Sometimes a client pays a different way, or sometimes you just need to make an adjustment to an invoice for something that’s been paid. Sometimes customers pay via Quickbooks because the fees are lower or their bank doesn’t work with the Houzz payment platform.
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Please make the product source info available in mood boards.
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We are working on this functionality! 
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Hi Rasheem! Have you tried using selections? You can use selections and group items into sections to present good better best options to your client. Alternatively, you can allow your customer to approve line by line on an Estimate and create items for the different package levels and instruct the client to approve the price point they’re comfortable with. Based on your account name, I’m assuming you do spray foam, so you could do “Base spray foam” “Upgraded spray foam” “Premiere spray foam” or something along those lines if you’d rather keep it all on your Estimate.
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When you upload an excel spreadsheet that has tabs, only the first tab will show when you try to view them in files. Would it be possible to view all of the tabs in the future? We’ll have a selections document so trades or people in the field can view a list of all of the selections, locations, measurements, and install instruction and need to separate the categories into tabs since it would be overwhelming otherwise. It would be great if you could view them in the files app so they don’t have to wait for a ton of pages to load when the internet connection isn’t the best in the field.
Being able to zoom in on a page in the files app would also be nice. It’s sometimes easier to look at the file there instead of a take off when we’re in a meeting–especially when we just need a quick answer.
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We definitely love using Houzz Pro! Here are a couple of things that would make it even better for us (General Contractor Use):
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Building Estimates: It would be super helpful to have a “Click and Drag” feature to pull items/assemblies off of “My Items” and drag them to the right section on my bid. Currently, I have to click on the item I want to add, and then it throws it down at the bottom of the estimate, and I have to scroll down, click on the 3 dots, then “Choose New Section” to get it to the right spot.
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We really need a calendar module that shows ALL the jobs scheduled, like an overview. Monthly and weekly formats. It would also be great if it could sync with our main Outlook Calendar too.
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Schedule: If there could be a button added that we could “copy link” to the schedule and be able to email it to our subs, that’d be awesome! We assign the subs to the project and to the schedule, but sometimes they don’t get the automatic email, and we have no way of “re-sharing” the schedule.
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Messages: A way to mark all as read on the messages, please!!! A lot of the messages are my team mates sending out messages to our clients, and I don’t need to open each one and read it…
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Leads: Would be AMAZING to get the “Bids” module that’s available under projects into the “leads” section so we can keep jobs that we are bidding under leads until we have for sure won the project. For jobs that we are bidding that require sub bids, we have to add those as projects in order to get that module. And sometimes we don’t get the project. It just clutters up our workspace of active jobs.
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2D/3D Floor Plans: Exporting to PDF is a nightmare currently. Would love to see more exporting options where we can select the page size to export in, and also be able to export to a certain scale (i.e. 1/4” = 1’0”). We do room scans to get the floor plan, and then we gotta be able to take that to the city for permitting. The way it exports now just doesn’t work. We have to redraw in another program. This would save us a TON of time.
Thanks so much!!
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Houzz could use some additional tools such as meeting minutes & punch lists
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Thank you Abby! YAY for clickable mood boards!
I will take a look at the schedule.
With 12 projects, having each client dumped into the task list made it very messy and too difficult to track.
Do the clients see any pricing if we share our mood boards with them? I show everything together, and the selection boards keeps everything spread out.
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And please make the mood boards UN clickable when sharing with clients. I assume I can download a pdf for them. Thanks!
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We really could use a subcontract agreement section. Just like the contract one in which we send to our clients for signature. As a GC I issue subcontract agreements to every sub but right now I have to through google docs an then issue for signature through adobe sign. I would be happy to discuss the solution anytime. 4012611699
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make change orders declinable.
consider letting clients approve specific line items in change orders (maybe send it back to builder for revision on cost or needed or maybe the system can update the cost automatically)
The bid management system needs an overhaul - if it was more like the selections tracker it would be much more effective. subs often aren’t interested in playing along with our software. make it good way for us track our bidding processes.
fix the issue with the timeclocks not displaying properly (i know it gets it right usually when you save but they are all around clunky but very useful tool)
upgrade to the subcontractor settings. I think on the main subcontractor page, especially on cell phone it would be helpful to have them downloadable as contacts to new employees. I also think that in the project page subcontractor file, you should be able to click on them and open up their information to download as well.
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Be able to print the Vendor Description on tear sheets for internal use
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Big Wish List Item: In estimates have a way to identify how a product is sold vs estimated (Sheetrock is sold by the piece but we estimate how much we need by the sqft) and use that information to calculate how much to purchase and the cost.
EXAMPLE: If I wanted to set up an assembly for LVP flooring my assembly would have a quantity based on the SQFT of the project let’s use 60sqft for this example. One of the items in my assembly would be underlayment it is sold by the piece and each piece is 32sqft the system should calculate that I need 2 pieces. Another item in the assembly would be the LVP it is sold in cases which are 28sqft the system should know I need 3 cases and set the total assembly cost accordingly. This is very important when estimating because the sqft cost of LVP might be $3 so 3 x 60 is $180 but we will need to purchase 84 sqft which is $252. Difference of $72 a 40% price difference. Finally when this information is accurate we could use the estimate to create a purchase order that would tell us 2 sheets of underlayment and 3 cases of LVP instead of 60 sqft of each. Thank you.
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I would like to see the ability to input expenses as line items. This would add ease the input of each expense.
In addition the building of estimates should have more capabilities for each column to be dependent on each other. For example i should be able to untether the qty from materials and labor or have one line item for both. I can attach spread sheet for visual.
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You are now able to send Contracts to subs, not just clients! Have you seen that you can change the recipient and put a sub?
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To be able to run a filter on an estimate to look at specific titles of items at the same time. For example if we have 10 painting lines and we’ve separated them to different rooms we can run a filter to look at just paint and it totals the paint costs over the whole project. This is possible with a strong cost codes system.
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Can you break out files and pictures. Right now everything is in “Files and Photos”. It is very cumbersome to have to sort through pictures to get to a file or vice versa. Sounds like an easy fix that would simplify everyones life.
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A general calendar on the main page for adding tasks and events would be great. I know it’s one for each project, but it would be even better to have one in the profile to see all the activities.
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