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PINNED Payment terms as percentage of parts and labor totals
we have always billed 100% of parts up front and then scheduled payment for labor and other fees at later milestones. the current payment terms are not able to break it down like this, but only uses percentages of the total job scope.
PINNED SSO Options and/or Passkey
Implementing SSO with Google or Microsoft would incredibly helpful. The duration our browsers keep us signed-in is decent, but the process for getting back in can be cumbersome. Especially the mobile app. SSO should cut this time in half, but also...

All ideas

25 Not supported for the current status

Ability to copy Change Orders

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...
Guest over 2 years ago in Project Management 0 Planned

Time Entries - Filter by Unassigned

It would be very helpful to be able to filter by Unassigned Project Phase, Task and Type. This would make reconciling time sheets much easier for admin.
Guest 2 months ago in Project Management 0
5 Not supported for the current status

Add Export for Packages

Add a .csv export of the packages in my catalog that includes all items listed in the package
Guest 6 months ago in Catalog & Suppliers 0 Planned

Partially ordered status for line items on a Purchase Order

Partially ordered status for line items on a Purchase Order
Guest 6 months ago in Procurement 1 Researching

Projects column visible at Purchase Orders

When looking at the summary of purchase orders it would be incredibly helpful to see which projects they are tied to. There seems to be enough space to add another column, this should be a simple add-on but would save a lot of time not having to c...
Guest over 1 year ago in Procurement 0

Add bulk "Mark as in stock" option to Ready to Order page

Add a "Mark as in stock" button to the "More actions" bulk dropdown on the Ready to Order page, allowing users to change the order status of multiple selected items at once instead of one-by-one.
Guest almost 2 years ago in Procurement 1

Service: Industry-grade dispatch view (geographic awareness, routing, real-time technician visibility)

Problem The current scheduling experience treats service calls as a side-effect of project scheduling — useful for the integrator who runs service as a small fraction of the business, unworkable for shops where service is the operating model. Serv...
Dave Kirn 4 months ago in  0

Configurable CSV export profiles for payroll platforms (ADP, QuickBooks Time, Paychex, etc.)

The ask CSV export profiles tailored to specific payroll platforms so the exported file is a direct upload — not something the admin has to reformat first. The problem this solves Each payroll platform expects a different CSV column layout, header...
Dave Kirn 4 months ago in Accounting/Finance/Payments 0

Service Call Reports (Separate from Payment Requests)

I'd like to be able to generate a nice Service Call report to provide to clients rather than send them a "Payment Request" and have to mess around with the numbers so it shows $0 owed or have to tell them "no payment is actually due". This is part...
Guest over 2 years ago in Service 0

Hide Budgeted Hours

Having the ability to hide the project budgeted hours from field users as well as the labour hours on the Installer Report so our installers aren't using the full allotted time to pull a wire or screw on a wall plate. Plus the chance that a conver...
Hemanth Kumar over 2 years ago in Project Management 0