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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.
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...

All ideas

Order Cable by Lengths sold in project

Cable is quoted by specified lengths set in projects. However, when adding the cable to a Purchase Order these lengths are not converted to total length for ordering. We are having to review project items line by line for cable and then inspect ea...
Guest 8 months ago in Procurement 0 Under consideration

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 over 1 year ago in Catalog & Suppliers 1 Under consideration

Item Color Option (drop down)

Being able to have 1 item in my dtools catalogue and then be able to select a color from a drop down instead of the alternative of have 15 versions of each item that has color options
Guest 8 months ago in Catalog & Suppliers 1 Under consideration

Fix date selection in Time Entry

Why does time entry date pop-up have From & To dates? You can't span across midnight. Time entries are same day and it’s easy to forget to click the “Done” button to save the change when entering time for a previous day (which can often happen...
Guest 8 months ago in Project Management 0 Researching

Settings > Systems: Better color palate

Desired: A larger color palate and saved/custom palate for system colors. Saved palate should be shared with wire colors in drawings since wires are likely to be colored based on system colors.
Guest 8 months ago in General UI/UX 0 Under consideration

Settings > Systems: Add columns for easy overview

In settings, the list of systems just shows names. It really should show a table of all the data (name, description, color) so they can be viewed and compared from an overview level instead of clicking into each one and, for example, trying to rem...
Guest 8 months ago in General UI/UX 0 Under consideration

Bigger click/tap area for little arrow for Accessories drop-down

In Quoting, the click/tap area is too small for the little drop-down arrow for accessories. Compare to the checkbox click/tap area. This is more manageable on a computer with a mouse, but on a tablet, the little arrow is hard to tap (and I'm not o...
Guest 8 months ago in General UI/UX 0 Researching

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 about 1 year ago in Inventory 0 Will not implement

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 about 1 year ago in Procurement 0 Researching

Service calls need a documented client authorization trail, from request to payment

The need For many service companies, a service call is a business transaction like any project. The client asks for work, authorizes it, the work is done, and the client owes for it. Today a service call only captures the client's signature when t...
Guest 22 days ago in Service 0 Under consideration