Turn a service call into an opportunity, carrying over the client, the items, the notes and the call history, so a repair that becomes a sale does not have to be re-entered. Today there is no way to convert a service call into an opportunity or pr...

Let a company control how its customer documents look and print: proposals, quotes, invoices, change orders, work orders and service agreements, including formats that a customer or contract requires. Documents must be built for PDF and print: cle...

Ability to set parameters for required Quote Approvals. Thresholds can be set based on project value, overall project margin, product margin, labor margin, or pricing variance from standard prices or rates. The required approval would go to one or...

Ability to share a project Gantt chart online along with PDF, MS Project, and MS Planner format.

Be able to set predecessor, successors, and lag/lead times to items.

The ability to generate a BOM, and submit it to the vendor for registered pricing for participating i3 partners. Ideally this would sort the BOM by preferred vendor for each part and electronically submit that list to the vendor. The Vendor could ...

Add an admin setting that requires a start time and an end time on every time entry, instead of allowing hours alone. Today time entries accept exact start and end times, but no setting requires them. Vote and comment if you need start and end tim...

Make the Add Time Entry panel wider, lay the entries out as a table, and label the lunch break Meal. Editable break length and holiday and overhead entries are already planned separately. This idea is only about the layout of the panel. Vote and c...

Let a company schedule resources who do not have a Cloud login, such as union crews, subcontractors and temporary labor, and let the office enter their time for them. Today only users with a login can be scheduled and can have time entered against...

When a technician sends the On My Way message, include an estimated arrival time based on where the technician is, so the customer knows when to expect them. Today the On My Way text carries no ETA. Location would be used only while a technician i...