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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

activity log for catalog items

add a activity/audit log showing all/any changes made to each catalog item. such that for each unique catalog product/item, we show all changes made to the catalog, who made the changes, the date, the value before and value after the change reques...
Brett Berger 9 months ago in Catalog & Suppliers 0 In Progress

Improved Trackpad Navigation and Canvas Panning for Visual Design

I don't always have a mouse, or a good place to use a mouse, i need to navigate my visual drawings onsite with ease. right clicking the track pad and moving the canvas view only works when your able to right click directly on the canvas, once zoom...
Guest 3 months ago in Engineering Documentation 0

Include ability for customers to add a billing address on CC payments

We should provide customers the option to enter or correct their credit card billing address during payment, since we don’t always know the address associated with the card they want to use. This will help reduce errors and declined transactions.
Dave Kirn 9 months ago in Accounting/Finance/Payments 0
4 Not supported for the current status

Ability to toggle discontinued items in catalog export.

Currently when you export your catalog, all discontinued items will be exported and shown in the exported list. Can we have an option to enabled/disable them from being included in the export?
Chris D. 12 months ago in Catalog & Suppliers 1 Planned
2 Not supported for the current status

Show labor phase in product labor section

Product labor, when following a cat/subcat rule, would be good to see what phase that labor is in without clicking to edit > edit rule, look, then close. Basically, show the labor phase(s) in the labor section of the product window. A product m...
Guest 6 months ago in Catalog & Suppliers 0 Planned

Improved Suggestions & Recommendations When Replacing Products

When replacing product, please auto suggest 'My Products' in same subcategory. Still start with the cursor in the search field as it currently is, but having the list of likely replacements is a good place to start. It's likely that a speaker will...
Guest 6 months ago in Opportunities & Quotes 0
2 Not supported for the current status

Add transparency to shapes in Visual Quote

Shape Transparency & Opacity Controls in Visual Quote Feature Idea Add adjustable transparency/opacity controls for shapes and overlays in Visual Quote so users can highlight areas, coverage zones, and design intent without obscuring the under...
Guest 6 months ago in Engineering Documentation 0 Planned

Delay the pop-up bubbles showing full text

PLEASE delay the pop-up action by 2 sec. It's normal/expected to delay. The little pop-up bubbles appear immediately when moving the mouse cursor over/across items (products for example). This gets in the way of navigating and clicking things like...
Guest 6 months ago in General UI/UX 0 Researching

Printing Saving options

I would like the ability to save/ Print all discussions/ recommendations from the help Bot. In addition, Why are we unable to print or save the individual meta data from the deposits or transactions section of DT payments? This would be ideal for ...
Jeb Grote 3 months ago in Accounting/Finance/Payments 0

Option to Automatically Map Adjustments

We would like to have the option to automatically map adjustments to a line item in QBO the same way we can map products. For example, we have a state-mandated retail delivery fee that we set up as an adjustment to be automatically applied to ever...
Guest 3 months ago in Accounting/Finance/Payments 0