Feature Requests

There should be a way to see how much profit we are projected to make on a project. This is a MUST HAVE for managing projects at the design phase.

Would be helpful to see who checked off a checklist item in a Task, to the right, next to the checklist, along with a timestamp. The only place that you see it is by going to "Activity".

With the new inventory management system, we really need to be able to print product labels, both for stock items and project items

It would be nice to have a feature that sends a text message when a Estimate is sent

The ability to substitute a product without having to create a change order. It will keep the same price, labor, etc.

When checking in inventory I should not have to tell the system the location I am checking inventory into if there is already a location that has been used for that specific item. This information is already stored in the system and should be displayed as items are being checked in.

You can overlap the production calendar on the service calendar but not the other way around. Can this be added?

If we're not currently sure what resources we have available, we'd still like to be able to schedule a date and time with the client without having to choose a tech for the call in the moment. It's very limiting and inconvenient for record keeping, otherwise.

1) Give us the opportunity to toggle between the Opportunity Dashboard and Project Dashboard from the Dashboard View (if you have the predetermined access to see both). 2) Key Dates - ADD to Dashboard... I want to be able to see Key Dates pop up on the Dashboard for Project Management. We can't miss them. We need to be able to see these date reminders in one place vs having to go into dozens of projects all of the time to check on those dates. 3) Custom Dashboards - Ability to move things around like Evernote dashboard and choose which windows we want to see or not to see. 4) Make project timelines (aka Phases) viewable in a Gantt Chart View. This is absolutely necessary for Project management that Asana and other do. 5) The Gantt chart should be viewable per project in the project overview of the each project and Also on the dashboard for key dates / per project as in what is coming up (30 day forecast)

User would like the ability to add additional Product Statuses.