UI Category Label Catalog while creating packages, the category is on top, need a label there before the category name and a down trianlge on the right side of category name so the users know that is a dropdown filed for editing categroy of the pa...

Room numbers can only be assigned once a location is used on a quote. Would like the ability to assign a room number at the default location level so it is automatically pulled into the quote.

Being able to click to send appointment/schedule to client from the project scheduling area would be greatly useful. Instead of exporting appointments/schedules as ICS and importing to our calendar software, it would be amazing to optionally inclu...

I don't always have a mouse, or a good place to use a mouse, i need to navigate my visual drawings onsite with ease. right clicking the track pad and moving the canvas view only works when your able to right click directly on the canvas, once zoom...

More support for sub contractor business vs employee.

if a user scans a barcode and no match is found it would be nice if we would guide/ask the user if they want to map this value to UPC/EAN for a specific product. note that something like this may already exist in staging as of testing in dec 2025 ...

I would like the ability to save/ Print all discussions/ recommendations from the help Bot. In addition, Why are we unable to print or save the individual meta data from the deposits or transactions section of DT payments? This would be ideal for ...

We would like to have the option to automatically map adjustments to a line item in QBO the same way we can map products. For example, we have a state-mandated retail delivery fee that we set up as an adjustment to be automatically applied to ever...

I would like to suggest a change to how we manage the opportunity page. Once an opportunity is won and converted into a project, it should be archived or hidden so it no longer appears in the active list. Currently, the opportunity page is becomin...

The current platform is structured as a two-person operating model: a sales consultant runs the sales motion, a project manager runs delivery, and everyone else gets bolted on with admin-level permissions because the system doesn't have the role g...