Hello, I am not sure if this is the best place to communicate this type of feedback - if you could please pass this along to the correct place? I just wanted to provide my user feedback that the updated way to schedule service calls is very inconv...

Options to color code service schedule by resource or phase instead of by project type (service vs project)

I'm sure many of your customers are working with Vital. They recommend categorizing your proposals and all items into three categories: Products, Labor, and Parts, for benchmarking purposes. The parts category includes things like Cables, Consumab...

There is a feature that currently allows you to push unit price, cost, etc... from the quote item to the catalog in certain situations. Is there a way to have something similar on labor?

As a project manager, I want to be able to store my files in different folders (ex. Project, Cost-related) so that it is easy to find/share files within a project.

Go to Inventory interface, hover over item then click ellipse and select Map barcode. Expected: would be able to scan or do something Actual: Scan window opens blank [cid:image001.png@01DC23ED.5F9B3220] Go to Catalog->My Products and hover o...

Ability to have more than 1 adjustment line item on the proposal

Request from Anthony DiMicco @ Innovative which notes: "Have you ever thought about having the fulfillment location when creating projects also dictate the default shipping location for that project when making POs." Some context from Brett B arou...

Approved change order work does not reach the field plan When a change order is approved, its products and labor become part of the project. What does not happen is any connection to the work plan the field crew actually follows. The approved item...

The need Over years of working with the same customer, an integrator installs, removes and replaces a lot of equipment at their site. Some of it arrives through the original project. More comes through change orders. More still through service cal...