We have two offices and we’d love a better way to separate visibility between them. Right now, all Opportunities, Projects, and Service Calls live in one company-wide list. Since we don’t automatically assign jobs to specific team members, work is...

If there are multiple ways to solve for a client's change order request, we should be able to offer those options and choices within a CO. Having alternate sets created, but then not allowing their use in both Opportunities and Projects diminishes...

It would be great if we could implement a standard ticketing system where you can link new service calls to previous ones related to the same issue. (Like when the same thing keeps breaking down). That way the technician can look and see what days...

Just like a service call, would like the check box to notify client of an appointment

We would love to be able to set the deafalt proposal name structure i.e [Client address] - [Quote name] - [Date] - [Version] So the proposal would be e.g Smith Street, 123 - CCTV Upgrade - 26 Jun 2024 - V1 At the moment we have to edit it manually...

From your chatbot: "For past due project invoices, Cloud already sends automatic payment reminder emails for every invoice that’s been sent. It emails the opportunity owner and project owner 7 days before the due date, on the due date, and the day...

I should be able to copy change orders. Sometimes we need to present different TV (for example) choices that would require the same change order structure but with different models etc...

The new calendar feature is amazing and replaced a terrible spreadsheet we've been using! Would it be possible to add drag and drop / drag to resize to the project timelines? It would be way faster than having to visit each project page to change ...

When checking in inventory I should not have to tell the system the location I am checking inventory into if there is already a location that has been used for that specific item. This information is already stored in the system and should be disp...

Sometimes a technician will forget to complete their daily service call work ticket or their daily project time entry. If there was a way to prevent them from moving on to the next day until they input their previous day or management to receive a...