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...
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.
The ability to control the task on the dashboard...
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...
We are not able to edit the TASK CATEGORY Names. Similar to Project CATEGORIES, The names cannot be edited. They need to be removed....
Having the option to “batch edit” items would be great. EX:...
Logic would be when ALL products are voted on that 1 email that says "Client made approve/decline selections for {{location code}}
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...
👍 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...
Instead of having to add the credit card processing fee per invoice or estimate, having the ability to create it as a global option.
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.
When I'm on my dashboard, I'd like to open all my tasks by clicking the title of the widget. Doing this with any widget would add a level of...
Right now, we can add fields to the lead form, but we can't change the order. We want to request the site address, but if we request that, it shows up...
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...
Sometimes we choose to work from home in our off-hours and would like to be able to record this time.
When we go in to track time on a project manually, it would be great if the dropdown of tasks showed either:...
I created a test appointment just now and it shows up as being from Indema and the meeting name is followed by "-Indema". ...
We utilize consultants, contractors, and sales reps among other contacts. Being able to have a consultant category or even "misc contacts"...
We often invite our clients, consultants, and contractors to meetings. Right now, we can only include clients and ourselves.