Our work around for this is to create a photos folder under the files and photos and the PM’s just upload the photos to the folder. We rarely take photos inside of houzz (although I would like to) and just upload from our phone.
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Thank you Abby; however when we go to the schedule overview we can only view, not add any items. We have to go back to the client project to add anything to the calendar. It would be great if we could edit at the over view level; then we could use it for everything.
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Hi! I echo a lot of what the others are saying, but would love some customizable databases within the program that allow flexibility and sorting. I use Notion a lot for this and wish I didn’t feel the need to keep both programs operating.
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Tasks to be marked with priority level that can be rolled up or sorted on a master list
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Places to track meeting notes with clients or notes from presentations as well as quick adds as items come in in correspondence. Ability to quickly duplicate a line or multiple lines of the notes to the task list
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I always do an intake questionnaire with my homeowners, would be interested in having that built into Houzz Pro
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Couldn’t agree more with the need for a roadmap for each project - portions would be client facing and portions would not - but would allow us to customize our work flow and share project phases, next steps with each client.
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We’ve added the feedback shared here to our Houzz Pro Feedback and Requests forum and enabled voting on each topic.
Please visit and vote for your top requests. Your interest level is incredibly helpful as we build our roadmap and enhance Houzz Pro!
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I would love to see a way to automatically message/prompt clients after the job is completed to leave a review.
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Small Tweak- Within Financials in the product clipper info - add the MSRP. Also add MSRP in the item overview (Selections, etc.) just like it is when you create a product in My items, etc. so I can record the MSRP when selecting and then show the discount when adding to a proposal/invoice.
Android Phone App- Can you add the option to email the client dashboard directly to the client? I would also like to send via text as well.
Client Access- Add an app for the client to download. That way, they can click on the app and immediately open their project. I have to email the link to clients because they frequently lose it.
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Yes, would be great if there was an option to enter “if/and/then” type scenarios in the assemblies. For example if sqft > than “x”, add “Y”, then add “y” for each increment of “x”. Could even add a percentage to account for waste or incidentals.
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1: I would like the option to group items on the selection board so that the items will show one grouped combined item/price. For example if you are showing a custom chair: the price of the chair and the custom fabric can be grouped together in one item with one price, instead of broken out like currently. Which would make it easier for the client and the transition to invoice much smoother.
2: Also- updating the android app so that we can see all the features that iphones currently can. One of our team members does not have the ability to pull things up to show clients on the jobsite on the houzz pro app since the features haven’t been rolled out to android yet.
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- Adding a column for subcontractor cost in estimates
- Adding vaulted ceilings & different styles of vaulting in 3D floor plans
- Scanning exterior elevations and structures to 3D scanner
- Adding exterior structures in 3D floor plans
- Adding the option for admins to remove billing amount or hourly cost on team members time clock
- Master schedule (schedule overview) on main page.
- Adding conflict management to scheduling on master and individual projects. For company, subcontractors and team members.
It would be nice to have linked Contacts per vendor in 1 spot.
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Vendor (Company)
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Basic Company info
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Sales/Territory Rep
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Primary Contact
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2nd Team Member / Assistant
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3rd Team Member / Assistant
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Accounting Contact
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In-House Customer Service Rep
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Link for Catalog(s) / Portal / Trade Website
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Link for web browsing
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Buyer
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Client (can send link to client or publish in Client Portal)
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Document Link for Specific Catalogs / Tear Sheets
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Spend Thresholds / Tiers
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Data entered based upon preset amounts
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Remaining amount for YE to keep current level
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Subtracts Cancellations/returns/delayed shipment amounts
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RMA Procedures
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Link
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Procedures for Damages/Returns (each vendor is different)
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It would be great to have all RMA’s for each vendor in 1 spot with a calendar / task follow-up link.
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Photos,
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email communications, etc.
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Documents / Forms Uploaded for each vendor (applications, credit, etc.). Even blank forms for like CC Authorizations etc.
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OVERALL VENDOR PORTAL REQUEST
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Ability to upload sales tax forms that can be sent with PO or to each vendor as needed.
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A link with Avalara for form submission.
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I would love to be able to import catalogs from vendors other than Home Depot. For design lighting, I use modern forms, Hinkley, Kuzco lighting, etc, would also love to import colors from SW to help with mood boards.
We desperately need SMS in New Zealand - this is only available for US and Canada I believe. Alternatively we could use an email to SMS gateway through the project/lead messaging if the app let us select between the default client email and an additional client email - at the moment we would need to go into the client, swap the default and additional email, send the message to be received via SMS through the gateway, go back out and swap the emails back.
Having a Lead template just like the project template would be great - so we can have all of the standard files attached already.
Having a second client would be great. This is useful when doing jobs for a supplier like an insurance company or property management company, but you still need the home occupant’s details to organise access etc. There are sometimes up to 4 contact we require for a single job - a tenant, a property manager, a homeowner and an insurance company.
In task templates - the ability to add subtasks so that the task templates can be used for job stages. At the moment we are using schedule templates to get the different lead stage tasks into the lead/project. the problem with this is I’m hesitant to share the schedule link with the client for the first appointment as there are all of our internal office tasks on the schedule.
Will AI estimating be introduced to Australia and NZ?
Could you Please consider adding more placeholder/magic text fields for email templates? When we send jobs to our subcontractors we want to give them the client phone number and email so they can arrange their own time to go out and do their quotes. At the moment we are needing to use outlook email templates and a separate directory to give out this basic information automatically. Additional placeholders such as the property address and project name/lead name and project code would be awesome.
I’m new to Houzzpro so if anyone can see that I’m just missing a feature please let me know!
Do you have a feature comparison list for NZ? There are some random features mentioned here that i can’t see - i’m on a custom plan with zapier available.
Thanks!
An option to insert your signature on every email without needing to use a template
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Hi there! You can use the clipper to pull in any of those brands into your library and reuse your favorites anytime! Also, under Mood Boards, click paint colors and we have Sherwin and Ben Moore colors preloaded!
1. Do you know if it’s possible to have houzz pro offers a “card view” of opportunities, where you can press down and move a lead from “new”, to qualifying, to “won”, etc like below for example @ 1:20 of this video: https://www.youtube.com/watch?v=g7pFjehDxd0
2. Is there a way to record labour hours using geofence like quickbooks and connect teams do? Like this: Employee Geofencing Time Tracking App - Try it 100% Free | Connecteam
3. If I integrate with Quickbooks or Gusto, is there a way to show my budget vs actual for each project, including all materials purchased with a P.O as well as all labour hours and subcontractors?
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Hi There! For your questions #2 & #3:
As part of our revamp of time entries we can mark the time entries if the team member was outside of the respective job site. We are looking at adding live tracking as something to add down the road though.
Integrating with QBO or Gusto won’t have any affect on your budget; the budget (showing budget vs. actual) is managed solely inside of HP. We are launching our Gusto Payroll integration in February which means you’ll be able to track all project time in HP and then sync those time entries to your connected Gusto account. Also - We do have an exciting new feature launching in February: The Project Profitability Report and Dashboard. This will give you a real time view of your project bottom line, showing money in and money out, including time and expense entries. Please let me know if you’d like more information on this or our Gusto Integration!
I need the option to link to more tile available online for example anything on the Edward Martin website. Also to be able to use these products in the 3D floorplan. It looks very outdated with the current tile options.
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Agree!! I get requests for exterior porch renderings and exterior finish selections such as siding style and exterior paint colors. This would be so helpful.
I have a few!
I would love a client presentation format much like the “create product tear sheet” generates a professional looking document with my logo, contact info, name all pre-done. It is a MASSIVE time saver and looks so professional. This would ideally include all of the items I am presenting to my client at an initial design presentation. Something where I could include Mood boards, floor plans, elevations, and possibly a tear sheet or FFE in one document that had my logo, contact info, labels etc.
Second request- in mood boards- I’m trying to add screenshots that I’ve taken from the 3D floor plans. Under image-upload- I feel there should be an option in the menu to choose from the houzz pro files and photos folder. Instead I”m having to download it onto my computer and then upload it again to a mood board. Feels very tedious when I’m trying to create a document that displays layout, space planning, as well as finish selections or paint swatches, etc.
Third- on mood boards, where the plus sign at the bottom allows you to add an additional slide to the mood board, I would love to be able to create a deck with mood boards that I had already created separately. I like the option to present them individually or as a deck together.