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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

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 7 months ago in Catalog & Suppliers 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 4 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 4 months ago in Service 0 Under consideration

Add part number field for allowances and packages for internal use

Useful for referencing internal pacakges and assemblies
John Cook 7 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 4 months ago in Accounting/Finance/Payments 0 Under consideration

Allow More Fields for Editing When Adding Items to Quotes

When adding an item to a quote, I can only select the location, system, phase, and qty. I then have to go back to the quote, find that item again, and click on it to open the full settings pop up that allows me to edit the price, margin, supplier,...
Guest 8 months ago in Opportunities & Quotes 0 Under consideration

Include ability for customers to add a billing address on CC payments

We should provide customers the option to enter or correct their credit card billing address during payment, since we don’t always know the address associated with the card they want to use. This will help reduce errors and declined transactions.
Dave Kirn 11 months ago in Accounting/Finance/Payments 0 Under consideration

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 4 months ago in Project Management 0 Under consideration

Service Call Equipment Cost and Price Reporting

The service call module needs some attention. It's feature poor in comparison to the proposal and projects modules. Once major issue we are repeatedly come across is when a service call requires new equipment to be sold, there is no way to see the...
Guest 4 months ago in Service 0 Under consideration

Ability to archive completed to-dos or tasks

I am looking for the ability to archive completed to-dos or tasks so it will clean the list up instead of constantly having to apply the filter to have them removed for them list. I don't want to delete these as they are a part of project communic...
Guest 4 months ago in Project Management 0 Under consideration