The ability to add features/add-ons to a monitoring plan and show the price is each add-on. And the ability to format the text in the add-on's description.

We would like to see a way of locating the picked pile of equipment on the project dashboard. Once items are picked, they can be assigned a location like the zones in the inventory module. That will allow anyone to quickly reference which room/isl...

Would like there to be a more visible indicator of invoice paid status on the invoice (customer perspective). Maybe a big green or red "PAID" stamp, or even a filled-in dot next to the payment term(s) that have been paid.

When you search a project it would be great if it collapsed all the empty project stages to quickly find the project. Then if you want click and drage to a different stage they expand back up.

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...

The current global calendar view for projects displays as: Name [project number]. Can this be updated to customize or add the Client Name to the front? Most times what is typed as the project name is the deployment type that we are completing It i...

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...

It would be nice to have the option of creating folders within the files tab of projects to separate thing out. Ex: Folders for photos of various stages of the project, a folder for receipts, a folder for documents, etc.

The service call module needs some attention. It's feature poor in comparison to the proposal and projects modules. Once major issue we are repeatedly come across is when a service call requires new equipment to be sold, there is no way to see the...

I am looking for the ability to archive completed to-dos or tasks so it will clean the list up instead of constantly having to apply the filter to have them removed for them list. I don't want to delete these as they are a part of project communic...