Problem When the homeowner at a property already on file changes (e.g., the house sells), the integrator's only path is to create a new client record from scratch. That cleanly disconnects the new owner from all the project, system, and service hi...

Problem Individual contact records carry first name, last name, job title, and company — but no salutation or honorific (Mr., Mrs., Dr., Prof., etc.). For customer-facing communications (proposals, invoices, service notifications), the convention ...

Sales teams growing past a few thousand active accounts routinely create duplicates because there's no inline warning at creation time. Today the platform exact-matches on submit and surfaces a post-submit dialog, plus an as-you-type substring sug...

This idea is distinct from DTC-I-691 (Configurable CSV export profiles). That idea covers column layout and payroll-platform-specific column mapping. This idea is only about row sort and grouping — how the rows are ordered within whichever columns...

if a user scans a barcode and no match is found it would be nice if we would guide/ask the user if they want to map this value to UPC/EAN for a specific product. note that something like this may already exist in staging as of testing in dec 2025 ...

Some licenses and extended warranties are set term lengths. Not priced per month/year.

Being able to click to send appointment/schedule to client from the project scheduling area would be greatly useful. Instead of exporting appointments/schedules as ICS and importing to our calendar software, it would be amazing to optionally inclu...

Currently, export options for various pages are all different and export different information. Change Orders only export the current page and require multiple exports. Invoice exports ALL pages and all invoices. Exports should include ALL pages i...

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...

When using the service module, there is not an easy way to see what the cost is on a completed service call. In a project we can see the review and the job costing, in a service call we can not. It would be very beneficial if in a service call, in...