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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.
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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...
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All ideas

    Add Davis distribution for supplier pricing

    please add supplier if possible.
    Guest 4 months ago in Catalog & Suppliers 1 Under consideration

    Report of Service Completed, by Resource

    I know so far Reporting is limited to the Opportunities side of the product, but I need to be able to quickly evaluate our operational people. I need reports of how many Service Callse a given person (resource) completed in a given week. This can ...
    Guest 4 months ago in Reports 0 Under consideration

    Import feature for opportunities/projects/etc.

    When moving over from other applications, we do not have a proper way to import full project history from those apps. Currently the workflow requires us to create new opportunities and then win them into projects just to have them show up inside o...
    Chris D. 8 months ago in On-Boarding / Opportunities & Quotes / Project Management 0 Under consideration

    Add Bluebeam Integration

    Bluebeam Integration for Construction Collaboration & Document Workflows Feature Idea Integrate the platform with Bluebeam to support professional construction collaboration, markup workflows, document review, and field coordination using indu...
    John Cook 8 months ago in Engineering Documentation 0 Under consideration

    AI assistant for Scope of Work, Project Side

    We use a separate SOW in PROJECTS, an Installer SOW. I see where I can compose one, but there is no AI assist like there is on the Opportunity side SOW. Can we add?
    Guest 4 months ago in Project Management 0 Under consideration

    Need to be able to sort PO's by the order in which the item was added.

    Need to be able to sort PO's by the order in which the item was added. This should be the default option, and the fact that it's not available as an option as all is both hindering, and embarrassing. Getting really frustrated with the lack of inte...
    Guest 8 months ago in Procurement 0 Under consideration

    Task details should have a place to show estimated time on product added to schedule from.

    If I add items to a task, how do I know how much time is needed to schedule for. On large projects, there could be 20-100 items associated per task or phase. Right now, I only see a place to edit the 0 hrs on the task. It should auto calculate the...
    Guest 4 months ago in Project Management 0 Under consideration

    filter sub-location with one click

    Rather than individually selecting all racks in a warehouse or all shelves on a rack, you could click the box for one rack and have it automatically show what's stored on the shelves, or one shelf and see what's stored in the bins.
    Guest 4 months ago in Inventory 0 Under consideration

    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

    Service - Edit owner information

    As a service manager, I want to be able to edit the owner information so that if I make a mistake I can make the correction without deleting the entire service call.
    Bobby Bernarte 12 months ago in Service 0 Under consideration