Bid request - Custom Notes Feature
Add a function to leave custom notes/comments for each subcontractor. This will allow users to leave notes about what was discussed on the phone.
Francois Jullien 4 days ago
Bid Request
Bid request - Custom Notes Feature
Add a function to leave custom notes/comments for each subcontractor. This will allow users to leave notes about what was discussed on the phone.
Francois Jullien 4 days ago
Bid Request
Invoice Number Assigned to Drafts Creates Sequential Gaps
Whenever a user creates an invoice in draft, a number is automatically assigned. However, the draft may never be sent, which creates a gap in the sequence.
Francois Jullien 8 days ago
Invoices
Invoice Number Assigned to Drafts Creates Sequential Gaps
Whenever a user creates an invoice in draft, a number is automatically assigned. However, the draft may never be sent, which creates a gap in the sequence.
Francois Jullien 8 days ago
Invoices
Planned
Invoice Description Logic
By default, the invoice list description column takes the first item of the invoice. However, some users do not want to use the first item of their invoice as the summary description. For example, invoices can contain groups, and in some cases, it makes more sense to use the group description instead, or have them choose the description
Francois Jullien 4 days ago
Invoices
Planned
Invoice Description Logic
By default, the invoice list description column takes the first item of the invoice. However, some users do not want to use the first item of their invoice as the summary description. For example, invoices can contain groups, and in some cases, it makes more sense to use the group description instead, or have them choose the description
Francois Jullien 4 days ago
Invoices
Lock Quote Templates
Permission: Ability to lock specific quote templates to prevent other users from editing them.
Francois Jullien 7 days ago
Permissions
Lock Quote Templates
Permission: Ability to lock specific quote templates to prevent other users from editing them.
Francois Jullien 7 days ago
Permissions
Customization of Submission Form (Magic Link)
I want to be able to change the appearance (layout/design) of the submission form/space myself and modify or add custom questions/fields to make the form more personalized and relevant to my company's specific needs (Foret Construction).
Charles Fichault 16 days ago
Magic Link
Customization of Submission Form (Magic Link)
I want to be able to change the appearance (layout/design) of the submission form/space myself and modify or add custom questions/fields to make the form more personalized and relevant to my company's specific needs (Foret Construction).
Charles Fichault 16 days ago
Magic Link
Calendar - Support multiple projects interdependence
Gantt view and project interdependence. Assign a group of persons (eg. Carpenter) faster. View if the human manpower is underused or overused
Francois Jullien 10 days ago
Schedule
Calendar - Support multiple projects interdependence
Gantt view and project interdependence. Assign a group of persons (eg. Carpenter) faster. View if the human manpower is underused or overused
Francois Jullien 10 days ago
Schedule
Quote – Set tax level per task item
In some areas (Manitoba, Arizona), certain items/tasks have different tax percentages applied. Currently, the system does not allow this flexibility for users. For example, some items may only have GST applied, while others have both GST and PST. This would also be useful for those of us in Arizona. Any land development work is not taxed (dirt work, yard lines, wells, septic systems). Additionally, when we are working on remodels, some of my subcontractors are responsible for paying the sales tax—not me.
Francois Jullien 7 days ago
Quote
Quote – Set tax level per task item
In some areas (Manitoba, Arizona), certain items/tasks have different tax percentages applied. Currently, the system does not allow this flexibility for users. For example, some items may only have GST applied, while others have both GST and PST. This would also be useful for those of us in Arizona. Any land development work is not taxed (dirt work, yard lines, wells, septic systems). Additionally, when we are working on remodels, some of my subcontractors are responsible for paying the sales tax—not me.
Francois Jullien 7 days ago
Quote
Enable Custom Client-Facing Contact Info in Document Headers
When setting up an account, the company owner's information is used by default in the header section of documents (quotes and invoices). However, this often displays their personal email address and phone number. Ideally, it should be possible to override this information in the Branding section of the documents. This would allow users to display a more generic, client-facing email address or phone number, instead of having to edit the owner’s personal information.
Francois Jullien 8 days ago
Branding
Enable Custom Client-Facing Contact Info in Document Headers
When setting up an account, the company owner's information is used by default in the header section of documents (quotes and invoices). However, this often displays their personal email address and phone number. Ideally, it should be possible to override this information in the Branding section of the documents. This would allow users to display a more generic, client-facing email address or phone number, instead of having to edit the owner’s personal information.
Francois Jullien 8 days ago
Branding
More than one Secondary email
In settings i would like the ability to have multiple emails as secondary emails to jobs i send out not a cc but that are always tied to communication when the jobs are processing
Dakota Neuman 8 days ago
More than one Secondary email
In settings i would like the ability to have multiple emails as secondary emails to jobs i send out not a cc but that are always tied to communication when the jobs are processing
Dakota Neuman 8 days ago
Task versus Description Details
Add a hover to display description when selecting task to build quote. w/o a hover description we can't see the description only the task name, so we have to add too many details to the Name of the task.
Erin Howard 10 days ago
Task versus Description Details
Add a hover to display description when selecting task to build quote. w/o a hover description we can't see the description only the task name, so we have to add too many details to the Name of the task.
Erin Howard 10 days ago
Existing client
When entering new project with existing client, it doesn't give option to select existing address, or enter a new one. It blank entry - it would be nice to "use existing address". Also, when doing this, it only brings in primary client, and not the secondary, option to include secondary client in the creation screen.
Erin Howard 10 days ago
Projects
Existing client
When entering new project with existing client, it doesn't give option to select existing address, or enter a new one. It blank entry - it would be nice to "use existing address". Also, when doing this, it only brings in primary client, and not the secondary, option to include secondary client in the creation screen.
Erin Howard 10 days ago
Projects
Material Selection - Product keep loading
It’s been more than 24 hours, and the product is still loading. Template & Cost > Product (material selection). What should I do?
Pierre Boudreau 10 days ago
Material Selection - Product keep loading
It’s been more than 24 hours, and the product is still loading. Template & Cost > Product (material selection). What should I do?
Pierre Boudreau 10 days ago
Project-based hourly rate
Today, when employees punch time on a project, the system only takes the internal cost. However, this cost sometimes needs to be adjusted per project, especially in the Quebec market. Ideally, the project manager would set a different hourly rate per project. As a rule, if no project-specific rate is defined, the system would use the default timesheet rate. If a different rate is set for the project, the timesheet would use that rate instead.
Francois Jullien 25 days ago
Timesheet
Project-based hourly rate
Today, when employees punch time on a project, the system only takes the internal cost. However, this cost sometimes needs to be adjusted per project, especially in the Quebec market. Ideally, the project manager would set a different hourly rate per project. As a rule, if no project-specific rate is defined, the system would use the default timesheet rate. If a different rate is set for the project, the timesheet would use that rate instead.
Francois Jullien 25 days ago
Timesheet
Connect Quote / Contract to Selections
The $ value of my quote (to-bid) should go up or down based on which selections are made. Lump sum contracts: If the quote is signed (in construction), a Change Order should be automatically issued when the selection is approved. Cost Plus: If the estimate is signed (in construction), an invoices should be automatically issued when the selection is approved
Quinn MacHattie 25 days ago
Material Selections
Connect Quote / Contract to Selections
The $ value of my quote (to-bid) should go up or down based on which selections are made. Lump sum contracts: If the quote is signed (in construction), a Change Order should be automatically issued when the selection is approved. Cost Plus: If the estimate is signed (in construction), an invoices should be automatically issued when the selection is approved
Quinn MacHattie 25 days ago
Material Selections