Currently to set up a payment automation for a service contract you have to send to the customer and they have to set it up manually. I'd like for there to also be an option for the office to do this for them. Quickbooks has this option and there ...

Currently, there is no way to auto-generate emails or prompts for work that is overdue. It just sits there in the regular list. This can occur in to-do lists, service calls, project tasks, the project itself, etc, making trying to track what is ov...

Persistent Model / Part Number Visibility in Schematic View Feature Idea Ensure the device model or part number is always fully visible in Schematic View by improving label formatting, metadata prioritization, and manufacturer display controls. Ex...

Could look at adding a setting other the sub-location or an overall setting on the proposal that chooses the level to show. Items attached to the sub-location would roll up to the level that is displayed.

Add route optimization that allows users to upload multiple job or installation locations and automatically generate the most efficient route for technicians. This would improve scheduling, reduce drive time and fuel costs, and help teams manage l...

Currently project stages can only be added between New and Completed, and can only be set to the Open status. It would be helpful to be able to add stages outside of these parameters so we can set things like "Handed Off to Service" after project ...

Enhance opportunity CSV export to include comprehensive customer contact details for improved business insights and follow-up.

It would be extremely helpful to have any packing slips, backup documents, or notes pushed with the PO when it is synced to QBO.

Ability to print product labels for items being received, whether for stock or for a job. Job labels could have product info, job and room printed right on the label. A button or drop down option when products on a PO are selected that creates a l...

Field users currently receive scheduling-related emails and task notification emails by default, with no option to disable them individually. As a field user, I want the ability to disable scheduling and task notification emails so that I only rec...