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 😎
We'd like to see what each item breakdown is. Example: ...
Invoice terms show up on the estimate as well.
Add the ability for employees to add files via link to google drive similarly as admin can.
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...
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...
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...
Amount paid, deposit, balance, date paid for PO's.
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...
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...
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 used to work on a program where I can select a few items and make a "bulk edit". Such as, if I am open to a task, I want to be able to...
Be able to add expenses directly inside a project versus the finance tab.
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...
It would help us track the activity with leads if we could send messages and contracts to leads using the system. As far as I can see, contacts have...
We would love to see all activity that has taken place with and by our clients:...
I think it's funny that Indema is based in the US, because everything is set up for the UK! Even the little flag that shows up on the client portal is...
It would be great if the Google Calendar Synchronization worked with an existing Google Calendar, rather than creating a new calendar on the account.
Every time I create a task it makes it private and then I have to go back in and uncheck the box. This should be taken away or there should be a...
It would be nice to duplicate or "copy" a previous event instead of writing in all of the details again....
Please add Melio (https://meliopayments.com) to the options in Payment Credentials.
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...
Hi, there the following are things we would like to request to be considered as features for the workspace on Indema....
A toggle to add tax to ALL items at once, but on an individual level meaning it will add it to all line items versus just to the whole invoice.
We'd like the ability to customize the invoices, estimates and PO's to fit our brand and adjust whether or not to have a logo/company info.
It would be helpful for clients if we could organize the estimates and invoices by location, and then on the client side they can see a collapsable...