New integrations and features are being planned and built from this wish list.
We will look at the number of votes an idea have and prioritize based on that + complexity of the implementation.
When you vote, you will get automatic emails to keep up to date about the progress 😎
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Report for product tracking. add all the est ship, act ship, etc..
Showing the location code on an estimate for each item for client view and designer view.
I would be nice to have a button on the products page, estimate page, invoicing page, etc. That would take you back to the individual project overview...
Ok...so this may be a good one. When we do custom fabrication of pillows, bedding, and window treatments, there's all the detailed specs needed to...
Ability to copy a project template to create a new one.
Sourcing products for a project and integrate with revit to connect the specification numbers and details pertaining to the drawing.
We are not able to edit the TASK CATEGORY Names. Similar to Project CATEGORIES, The names cannot be edited. They need to be removed....
It would be awesome if we could integrate with google meet similar to the zoom integration now.
Office365 requires STARTTLS as a secure encryption type. Adding STARTTLS as this encryption type will allow office365 to connect using SMTP for...
Add ability for all areas to recognize a link. So like in project notes, client notes, etc... if a URL is added, it should recognize that as a link...
I would like to save product into a sourcing library. This can be done by have a project called sourcing library and then under the product section,...
We would love to include some purchase order udpates. Please comment below what you would like to see change. ...
Having the option to “batch edit” items would be great. EX:...
The ability to control the task on the dashboard...
Logic would be when ALL products are voted on that 1 email that says "Client made approve/decline selections for {{location code}}
Instead of having to add the credit card processing fee per invoice or estimate, having the ability to create it as a global option.
We like to have more options for STATUS POP UP menues in General....
I would like to roles and permissions be assigned for each individual report (not the section as a whole), because I would employees to have access to...
Ability to create a report of what client has paid and what is still owed with ability to change date range, use tags (to differentiate between rooms...
👍 Gathering votes
It would be nice to be able to add permanent text to the notes section of the invoices and estimates. We can already do it in the invoice terms...
Finance settings > default shipping address - but still can edit. Maybe a drop down so that in PO's you can select the shipping address versus...
When a milestone is technically complete, auto-populate and create the invoice without having to click on the button to do so.
For a really easy integration to several other platforms, Zapier would be great.
I can see start and end times in the time log report, but I have to manually enter all this information into our accounting software (ours doesn't...