Features List

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 😎

  • Manual time tracking ID145
    🔨 Improvement
    0

    👍 Gathering votes

    When we go in to track time on a project manually, it would be great if the dropdown of tasks showed either:...

  • Allow clock-in outside office hours ID126
    🔨 Improvement
    0

    👍 Gathering votes

    Sometimes we choose to work from home in our off-hours and would like to be able to record this time.

  • Totals in time log report ID128
    🔨 Improvement
    0

    👍 Gathering votes

    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...

  • Contract Feedback ID144
    🔨 Improvement
    0

    👍 Gathering votes

    We had an office meeting today and everyone agreed that if our potential clients need a tutorial on how to navigate and find their contracts, we'll...

  • Task memos ID143
    🔨 Improvement
    0

    👍 Gathering votes

    We love that the software requires us to enter a note/memo about a task, but it would be great to be able to modify or even just enter that...

  • Option to turn off progress visual on client dashboard ID129
    🔨 Improvement
    0

    👍 Gathering votes

    We add tasks throughout the project and some tasks hold much more weight than others. While that progress bar may be helpful for us, it will be a...

  • Task Templates ID142
    🔨 Improvement
    0

    👍 Gathering votes

    We love that if we view all tasks together via this link: https://app.indema.co/admin/task we can create new tasks using pre-created task templates....

  • Messages vs. Discussions ID130
    🔨 Improvement
    0

    👍 Gathering votes

    I understand the purpose of each (I think). Messages are more for general conversation where discussions are about a specific product or subject. I...

  • Ability to choose what displays on the invoices ID140
    🔨 Improvement
    0

    👍 Gathering votes

    We would love to remove the "sales price" and "shipping" columns from our invoices when we are doing service only invoices. We...

  • Email Automation tied to milestones ID133
    🔨 Improvement
    0

    👍 Gathering votes

    We send an email at the start of each milestone, introducing them to the next phase of the project. It would be great to have the ability to base the...

  • Combined invoices ID139
    🔨 Improvement
    0

    👍 Gathering votes

    It looks as though invoices need to be for either services OR products, but cannot combine both. I would love to combine both so we can charge for our...

  • Progress bar options ID134
    🔨 Improvement
    0

    👍 Gathering votes

    We would love to have the option for our progress bar to be based on tasks, milestones, budget or hours. Tasks might misrepresent how much more we...

  • Bulk RFQ ID135
    🔨 Improvement
    0

    👍 Gathering votes

    I can see how to send individual items for an RFQ, but do not see a way to select multiple items to send for RFQ from one vendor. We primarily have...

  • Attendance ID65
    🔨 Improvement
    0

    👍 Gathering votes

    In the reports section of the program there is an 'attendance report' that is able to be printed out. The report does not have the ability to print...

  • Respond in-email for notifications ID19
    🔨 Improvement
    0

    👍 Gathering votes

    An example would be if a client set a message in contracts that the designer or employee would get an email ping, they could respond to this email and...

  • Archive leads ID22
    🔨 Improvement
    0

    👍 Gathering votes

    It would be good to archive leads, but also retain the data at the top of the lead page so that doesnt change. When you currently convert a lead to a...

  • QBO Manual Sync ID24
    🔨 Improvement
    0

    👍 Gathering votes

    It would be good to be able to also manually sync items to QBO. I dont want every invoice going to QBO, so I would only want to sync the ones I want...

  • PO purchase data ID26
    🔨 Improvement
    0

    👍 Gathering votes

    Amount paid, deposit, balance, date paid for PO's.

  • Send invoice using email ID31
    🔨 Improvement
    0

    👍 Gathering votes

    Sometimes I dont want my client in the system, but I have to add them to send an invoice. So, I would like it where I can just send to an email...

  • Invoice Terms also show on Estimates ID47
    🔨 Improvement
    0

    👍 Gathering votes

    Invoice terms show up on the estimate as well.

  • File upload adjustment ID50
    🔨 Improvement
    0

    👍 Gathering votes

    When uploading a file, the system uploads the file even though the file has been previously uploaded. Would be nice if it asks "do you want to...

  • File upload: Employee/user side. ID60
    🔨 Improvement
    0

    👍 Gathering votes

    Add the ability for employees to add files via link to google drive similarly as admin can.

  • Tasks for Leads ID116
    🔨 Improvement
    0

    👍 Gathering votes

    We love the leads section and the ability to add follow-ups and would love to see those follow-up tasks show up on our dashboard for easy remembering...

  • Be able to edit PROJECT CATEGORY Names ID67
    🔨 Improvement
    0

    👍 Gathering votes

    IN THE PROJECT TAB, the PROJECT CATEGORY POP UP MENU. In the settings there is only a button to remove. There is no way you can edit the name or...

  • Cost breakdown per item (outside of QTY) ID75
    🔨 Improvement
    0

    👍 Gathering votes

    We'd like to see what each item breakdown is. Example: ...