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Pinned ideas

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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...
PINNED SSO Options and/or Passkey
Implementing SSO with Google or Microsoft would incredibly helpful. The duration our browsers keep us signed-in is decent, but the process for getting back in can be cumbersome. Especially the mobile app. SSO should cut this time in half, but also...

All ideas

Add Service Plans to Quotes by Default

Hello. We would appreciate the ability to default to adding service plans to our quotes. It would ensure our clients receive the service plan option and that the sales team adds it to the quote. Service plans give our team members' lives outside o...
Guest 6 months ago in Opportunities & Quotes 0 Under consideration

Include Taxes in Quote Item Validation

Add taxes as a selectable option under item validation (tax is set, item is taxable but quote and/or account is tax-exempt, etc...)
Guest over 1 year ago in Opportunities & Quotes 0 Under consideration

Option for Mandatory Notes and Field before clocking out of a service ticket.

A means to make note entry and any checklist or other fields mandatory prior to having the option to clock out.
Guest 3 months ago in Service 0 Under consideration

Abilty to import time entries into projects for job costing

Dave Kirn 9 months ago in Project Management 0 Planned

Link notes and activity in the project overview to the task they are added to

Currently the notes and/or activity updates in the project overview are not linked to the task they are from in any way. This makes it quite difficult to figure out what tasks have been updated that day, and what note/ activity refers to which tas...
Guest 3 months ago in Project Management 0 Under consideration

FR - Manually configurable service windows

There is no good way of configuring the service windows I need because they are auto generated. My technicians get a lunch break. I have no way of doing 3 appointment slots per day at 9-11, 11-1, and 2-4. The way these time slots are automatically...
Guest 3 months ago in Service 0 Under consideration

Supplier Connection Tag Indicator for Pricing Rule in Export

Subject: Supplier Connection Tag Indicator for Pricing Rule in Export Please add a way to easily identify which products are receiving automatic supplier cost and margin updates versus products that are manually maintained. Right now, the only way...
Guest 6 months ago in Catalog & Suppliers 0 Planned

Stronger Visual Indicator of Invoice Status on Invoice

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.
Guest 3 months ago in Accounting/Finance/Payments 0 Under consideration

2way Feedback with Xero

Get feedback from Xero when invoices are paid / outstanding. Saves accounts staff having to manual update this and techs can keep on top of jobs paid or unpaid
Guest about 1 year ago in Accounting/Finance/Payments 0 In Progress

Global Calendar Project View Filter

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...
Guest 3 months ago in Project Management 0 Under consideration