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...

It would be helpful to be able to see a list of projects and service calls that we have sold certain products to without having to check each and every project. It would be helpful to be able to search a product, and all have projects and service ...

It would be very helpful to see the history of a certain product. For example, which POs it has been added to, the project that has this product sold on it, the opportunities that has the product quoted, a list of RMA's done on the product etc.

We need the ability to block times on the calendar without tying the calendar hold to a service call or project. Currently you can only block entire days with the "Holiday" feature. We have instances where an employee needs to come in late or leav...

Ability to create a new To Do based off an existing To Do. Would open the Add To Do page with the appropriate information passed in.

The need Every project carries recurring back-office work — set up the client in accounting, kick off billing, create the security account — that isn't field work and doesn't belong on the installers' project plan. Teams want a fast way to drop a ...

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...

Problem Financial reporting in the platform stops at the pipeline view (open opportunities, what's been closed). There is no high-level financial roll-up tab that shows the actual money picture across projects: cash in vs. cash out for a period, a...

Problem The platform has no first-class concept of a subcontractor. Today the workaround is using a custom field with the subcontractor's name plus a generic hourly time entry. That misses the parts of the workflow that matter: the cost can only b...

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...