Quote - Export/print materials list from a quote
I’d like to be able to export and print a list of materials from a quote. This will let me know what I need to buy for the project.
Ashley Lau 2 days ago
Quote
Quote - Export/print materials list from a quote
I’d like to be able to export and print a list of materials from a quote. This will let me know what I need to buy for the project.
Ashley Lau 2 days ago
Quote
Expenses - multi-job purchases
I often buy items for multiple jobs in a single purchase. I’d therefore like to be able to allocate expenses in a single receipt to multiple projects without creating duplicate records.
Ashley Lau 2 days ago
Expenses
Expenses - multi-job purchases
I often buy items for multiple jobs in a single purchase. I’d therefore like to be able to allocate expenses in a single receipt to multiple projects without creating duplicate records.
Ashley Lau 2 days ago
Expenses
Invoices - Include project name in invoice
Some GCs work on several projects for the same client at the same time, so it would be nice to have the project name written on the invoice to avoid confusion for both the GC and the client.
Ashley Lau 13 days ago
Invoices
Invoices - Include project name in invoice
Some GCs work on several projects for the same client at the same time, so it would be nice to have the project name written on the invoice to avoid confusion for both the GC and the client.
Ashley Lau 13 days ago
Invoices
Advanced Sorting Options for the My Projects Page
I want to sort the My projects page by project creation date, last quote sent date, contract signed date and the project name alphabetically (A-Z and Z-A).
Quinn MacHattie 16 days ago
Project List
Advanced Sorting Options for the My Projects Page
I want to sort the My projects page by project creation date, last quote sent date, contract signed date and the project name alphabetically (A-Z and Z-A).
Quinn MacHattie 16 days ago
Project List
Task - Separate the start dates of the main task and the first subtask
I would like to set the start date of the main task to be before the start date of the first subtask. Right now, the start date of the main task must always be set to the start date of the first subtask.
Ashley Lau 3 days ago
Task - Separate the start dates of the main task and the first subtask
I would like to set the start date of the main task to be before the start date of the first subtask. Right now, the start date of the main task must always be set to the start date of the first subtask.
Ashley Lau 3 days ago
Improve project visibility and navigation for a single customer
The user would like a view of all projects for a single customer. While this is currently possible in the contact modal, it is not very obvious. Additionally, switching between projects for the same client is not very smooth.
Francois Jullien 4 days ago
Projects
Improve project visibility and navigation for a single customer
The user would like a view of all projects for a single customer. While this is currently possible in the contact modal, it is not very obvious. Additionally, switching between projects for the same client is not very smooth.
Francois Jullien 4 days ago
Projects
Missing attachment visibility in admin invoice PDF preview
In the admin invoice PDF preview, there is currently no indication of which file attachments were sent with the invoice. This makes it hard for admins to confirm whether attachments were included and to know exactly what was sent to the user.
Francois Jullien 4 days ago
Invoices
Missing attachment visibility in admin invoice PDF preview
In the admin invoice PDF preview, there is currently no indication of which file attachments were sent with the invoice. This makes it hard for admins to confirm whether attachments were included and to know exactly what was sent to the user.
Francois Jullien 4 days ago
Invoices
In Progress
Reports - Reorder photos
Some GCs would like to upload all of their photos for a report and then reorder them. Currently they have to upload their photos one by one to make sure they are in the right order, which is time consuming.
Ashley Lau 6 days ago
Construction Reports
In Progress
Reports - Reorder photos
Some GCs would like to upload all of their photos for a report and then reorder them. Currently they have to upload their photos one by one to make sure they are in the right order, which is time consuming.
Ashley Lau 6 days ago
Construction Reports
Payment Receipt Automation
Option per account for automated payment receipts to be sent to users, depending on their choice.
Francois Jullien 8 days ago
Invoices
Payment Receipt Automation
Option per account for automated payment receipts to be sent to users, depending on their choice.
Francois Jullien 8 days ago
Invoices
PDF Download for Timesheets
I want to be able to download timesheets as a PDF instead of just an Excel document. This would be great for a quick overview that I can send to others. I have an example of a format that worked well for us previously.
Megan Fuson 8 days ago
Timesheet
PDF Download for Timesheets
I want to be able to download timesheets as a PDF instead of just an Excel document. This would be great for a quick overview that I can send to others. I have an example of a format that worked well for us previously.
Megan Fuson 8 days ago
Timesheet
Invoice - regenerate the categories.
When generating an invoice from the contract items, it only includes the tasks, but does not regenerate the categories.
Francois Jullien 17 days ago
Invoices
Invoice - regenerate the categories.
When generating an invoice from the contract items, it only includes the tasks, but does not regenerate the categories.
Francois Jullien 17 days ago
Invoices
Auto-add standard documents/folders upon quote acceptance
I want to be able to automatically add a specific folder with standard documents to every new project once a quote is accepted. Currently, I have to manually upload the same files for every client, and having them auto-populate would save a lot of time.
ANITA REITINGER 9 days ago
Auto-add standard documents/folders upon quote acceptance
I want to be able to automatically add a specific folder with standard documents to every new project once a quote is accepted. Currently, I have to manually upload the same files for every client, and having them auto-populate would save a lot of time.
ANITA REITINGER 9 days ago