Item Attachments - Labor & Accessories
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Kirk Chisholm
Check out the new video we made for Auto-Attachments.
https://youtu.be/IdFtR09XGwk
Kirk Chisholm
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HUGE NEWS! This has now been released in general beta. It's on all your Premium and Unlimited accounts now. Here's a quick walkthrough video...
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Jason Nelms
Kirk Chisholm: This is HUGE! Thank you!
Kirk Chisholm
Jason Nelms: Yeah, we're pretty excited about this one.
Kirk Chisholm
We're going to release this in Beta late next week for all dealers on the Premium plan. Very exciting, we think you're going to love it.
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Rick Smith
Kirk Chisholm: Has this been released yet? Can't wait to try it out
Kirk Chisholm
Rick Smith: Hi Rick! It is released in open beta for all Premium and higher accounts. Not sure why it wasn't turned on for your account but I just fixed that now. Have fun!
Check out this video we made for it...
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Rick Smith
Kirk Chisholm: I just tried an a attachment for an attachment but it did not bring over the labor for the attachment on the item
Kirk Chisholm
Rick Smith: Rick can you record a Loom of this scenario and email it to me kirk@portal.io?
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Clai Alford
When you change the quantity of the main item, it should change the quantities of all the associated items automatically. Hoping it will function that way.
Kirk Chisholm
Clai Alford: Yes, we just completed this. Look for that on the site at the end of next week.
Kirk Chisholm
Clai Alford: Clai, did you see this update on the site?
Kirk Chisholm
Sneak Peek
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Johnny Davy
Kirk Chisholm: great to see this moving forward! I can't tell from this screen shot, but something that would be very important to me is to make it so the labor and/or accessories automatically attach and nest under the main item when the main item is added. The screen shot makes it appear that I have to manually add the labor and accessories? And would those items be nested or not?
Kirk Chisholm
Johnny Davy: The attachments will automatically be nested in the proposal.
Kirk Chisholm
Johnny Davy: Johnny, this has been enabled on your account to test it out. Go to the product detail page for any item and you can add attachments.
Kirk Chisholm
Anybody have first-hand experience with labor and accessory attachments in other tools (like Bidmagic or D-tools) and would like to review our current designs for this feature?
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Ryan Williams
Kirk Chisholm: I used Simply Reliable prior, and was familiar with "attached" accessories and built in labor
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Matt Leonard
Kirk Chisholm: Happy to. I have experience with software from the furniture industry that does package SKUs and suggested attachments.
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Hames Pro
Kirk Chisholm: I am using iPoint which you can put labor and accessories into each item.
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Matt Rodenbaugh
Kirk Chisholm: Hello we were a Dtools user that just completely switched to portal. This is one feature we greatly missed. We would be happy to test with you. We also have an active Dtools account that we can compare with.
Kirk Chisholm
Matt Rodenbaugh: Hey Matt. SI or Cloud?
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Matt Rodenbaugh
Kirk Chisholm: Cloud
Kirk Chisholm
Matt Rodenbaugh: Cool, thanks. We'll be in touch.
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Rick Smith
Kirk Chisholm: I use D-tools SI and Cloud
Kirk Chisholm
Kirk Chisholm
We've starting building this, Kris.
Kirk Chisholm
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