Feature Requests

a way for the client to login and see all their change orders, payments made, payments due etc. And also the status of their service contract, when hardware warranties expire, etc.

They ability to track sales commission

Be able to view attachments like PDFs, word/excel docs without having to download them each time.

I'm sure this is listed multiple times... but it gets frustrating having to retype search criteria over & over to find desired PO... Please help! If there is another solution... please advise. Thanks!

It would be nice to have automated to-dos created for certain teams once an opportunity or project is moved to another stage. Likewise, it would be nice to have the stages automatically move with triggers (i.e. if someone marks the quote as presented it moves the opportunity stage to presenting)

The techs should be able to clock into any project they are a resource, without having a specific task.

Ability to add custom columns to Service Calls.

The ability to track product warranty and make it visible to the customer inside from inside the proposal. Also be reminded when a customer warranty is about to expire.

I’d like to be able to add project specific notes to individual items. This could be client facing or project notes for techs.

There are so many things that don’t fall under a project specifically. Admin hours, shop time, quoting, meeting potential clients, etc. I would be nice to track all this time in a non-billable admin account so that I can track my own costs.