Feature Requests

Would like to be able to edit service call statuses the same way we can edit project stages - allow us to create new statuses with our own names.

Add client's email address to calendar invites for all Client Meetings, Projects and Service Calls. Clients would then receive dates and times for all scheduled services.

I know there is a "note" section, but it would be helpful for an archival type notes tracker for clients/contacts. We have a few clients where it's helpful to drop key notes/docs/photos for that client that may not be just pertaining to a project or service call.

It would be great to create a service call without having to assign a date to it. We have a service manager who handles all incoming service call scheduling. If a team member could just submit the service call for him to monitor and then allow him the ability to assign resources or schedule it, that would be great!

Please improve page response to smaller window sizes.

Be able to change the supplier of a product from within a purchase order. Also be able to mark a product as In Stock

An easier way to view the projects associated with each PO. Also view all POs for a project, from within a project.

Would be nice to be able to assign tasks to specific items that can be auto added to project tasks when the project is created

Make the 'Quote checklist' customizable, and the items in it clickable so we can use it to validate our proposal. It wouyld also be nice if, when a project is won, the checklist would export as a separate document.

I would like a notification sent to me once a Project is completed so I know when to bill a client/customer