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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 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...

All ideas

Round Up Unit Price

Option to round up unit price to the nearest whole dollar
Guest 6 months ago in Opportunities & Quotes 0 Under consideration

Different Salesman for a CO on a project an original salesmen sold.

It would be great to choose a different Salesmen per change order sometimes we have different salesmen that take over a project and take care of the change order but the sale goes to the original salesmen when that wasn't the one that did the chan...
Guest about 2 months ago in Project Management 0 Under consideration

Activate Warranty and/or Service Plan upon project completion

It would be nice to have a prompt when moving a project to complete to create and/or activate warranty and service plans. Currently it is difficult to track and manage this workflow.
Guest about 2 months ago in Service 0 Under consideration

Custom To Do's Automation

It would be nice to be able to make custom To Do's that are prompted for created when changing a project stage. These could have a Skip option as well.
Guest about 2 months ago in Project Management 0 Under consideration

We need to be able to edit the price after sending a PO when supplier tells us it has changed.

Prices change quickly without us knowing sometimes. After submitting a PO, and receiving an email back from the supplier that the unit cost changed, we want to be able to edit that in the current PO and add a note as to why. We were able to previo...
Guest 5 months ago in Procurement 0 Under consideration

Ability to return a delivered product & keep it staged for the job

After emailing with the user i found out that they are saying that when an item is physically delivered to site but then must be returned to warehouse, they desire to auto-reserve for the project in question when changing the item status from Inst...
Dave Kirn about 1 year ago in Inventory / Project Management 0 Under consideration

Open in New Tab

It would be very helpful if we were able to right click on an opportunity/project and open it in a new tab
Guest over 2 years ago in General UI/UX 0 Already exists

Being able to mark individual items installed

If you're reporting multiple identical items installed in the same location, you can only log the total quantity instead of marking them individually as installed.
Guest over 1 year ago in Project Management 0 Planned

Receive notifications when product is requested

It would be helpful to receive an email or txt message notification once someone changes the product status to "Ready to Order"
Bethany Dennard 8 months ago in Procurement 0 Under consideration

Include Account/Contact Names in Notifications

Notifications list shows project and proposal names, but not customer/business names (unless the notification was about one of the contacts taking action). Usually, customer/business name is more important for differentiation and understanding at ...
Guest 8 months ago in CRM 0 Under consideration