Feature Requests

We use excel sheets to start our quotes and would like to be able to import those directly into a quote to help reduce the human error that comes with the manual import.

Would like to be able to track inventory of wire by the foot instead of by the box. Also to track jobs of wire used by the foot.

It is very important to allow access to inventory scanning in and out for field users to enable transfer of stock from warehouse to van to client and back again. Especially if products are used in the field that are additional to the work order.

It would be great to add both internal and/or external notes to individual line items. For example as an internal note; 'camera location to be confirmed on site' or '4x rows of 3 speakers, zoned for voice lift'. Or even during quoting 'Check compatibility of this item with X' or 'Check cable distance for X extender' etc. These notes can be used whilst putting the proposals together at 'quick glance', and can flow on into the project and delivery stage. There are many applications where this would be useful for internal and external (client facing) notes on line items, however I think internal notes would be a priority.

Time tracking is great, but it needs to be integrated into QBTime as this is what techs use to clock in/out.

Requesting that at the end of a Project there is a sign off request that clients need to complete to verify the Project is now complete and all quoted work has been fulfilled

There needs to be a way to add a service plan to a client without going to the Opportunity/Proposal/Won steps. We have about a 110 clients with pre-existing service plans and all I want to do to attach the plan to them in D-Tools.

I created a Misc item for smaller parts we do not want to add to our system. Would it be possible to allow more than one line item for Misc items. Right now, if I have 2 Misc items to order - they both go on the same line . Would like to be able to separate them into 2 different Misc items NOT one big item. .