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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 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.

All ideas

1 Not supported for the current status

FR - Customizable Appointment Service Window Duration

Client requested for 15 mins service window for appointment. Currently, there is 1 hr for the window client want there is a customization in window so, that he can select 1h 15m or 15m. Requested Enhancement Introduce a configurable service window...
Arzoo Singh 6 months ago in Service 0 Planned
1 Not supported for the current status

Feedback Regarding Updated Service Call Scheduling System

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...
Arzoo Singh 6 months ago in Service 0 Planned

Color code service schedule options

Options to color code service schedule by resource or phase instead of by project type (service vs project)
Dave Kirn about 1 year ago in Project Management 0

Seperate Parts Category

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...
Guest about 1 year ago in Catalog & Suppliers 1

Ability to Update Catalog Labor from Quote

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?
Arzoo Singh 7 months ago in Opportunities & Quotes 0
1 Not supported for the current status

Projects - Files - Folders

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.
Bobby Bernarte 10 months ago in Project Management 0 Planned

Scan Window Blank

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...
Guest 12 months ago in Inventory 0 Will not implement

More Than One Adjustment Line on Proposal

Ability to have more than 1 adjustment line item on the proposal
Guest 12 months ago in Opportunities & Quotes 0 Already exists

Set fulfillment location as default shipping location on POs for a project

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...
Dave Kirn 12 months ago in Procurement 0 Researching

No running record of what's actually installed at a customer's site

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...
Dave Kirn 18 days ago in Inventory 0 Researching