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 6 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 6 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 9 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 9 days ago
Project List
Payment Receipt Automation
Option per account for automated payment receipts to be sent to users, depending on their choice.
Francois Jullien about 17 hours ago
Invoices
Payment Receipt Automation
Option per account for automated payment receipts to be sent to users, depending on their choice.
Francois Jullien about 17 hours 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 10 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 10 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 2 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 2 days ago
PO - Add from Catalog - Items are not grouped by categories.
When generating a PO and adding items from the catalog, the task list is not grouped by categories, which makes it harder to select items, search, and save time.
Francois Jullien 4 days ago
Purchase Orders
PO - Add from Catalog - Items are not grouped by categories.
When generating a PO and adding items from the catalog, the task list is not grouped by categories, which makes it harder to select items, search, and save time.
Francois Jullien 4 days ago
Purchase Orders
In Progress
Reports - multiple photo blocks
Some GCs like to have a photo block pertaining to each text block, so it would be nice to be able to add multiple photos blocks to a report.
Ashley Lau 6 days ago
Construction Reports
In Progress
Reports - multiple photo blocks
Some GCs like to have a photo block pertaining to each text block, so it would be nice to be able to add multiple photos blocks to a report.
Ashley Lau 6 days ago
Construction Reports
In Progress
Reports - fix photos block
Currently: (1) the photos block appears at the beginning regardless of its position in the blocks to display, and (2) photos are cut off and do not follow the margin rules in the PDF preview
Ashley Lau 6 days ago
Construction Reports
In Progress
Reports - fix photos block
Currently: (1) the photos block appears at the beginning regardless of its position in the blocks to display, and (2) photos are cut off and do not follow the margin rules in the PDF preview
Ashley Lau 6 days ago
Construction Reports
To-dos – No task descriptions generated
When creating a to-do list from the quote, the quote task title will carry over, but the quote task description will not.
Francois Jullien 10 days ago
Task
To-dos – No task descriptions generated
When creating a to-do list from the quote, the quote task title will carry over, but the quote task description will not.
Francois Jullien 10 days ago
Task
Task - Add hours
Today, it’s only possible to associate a date with a task, but users would like to add specific hours to task
Francois Jullien about 1 month ago
Task
Task - Add hours
Today, it’s only possible to associate a date with a task, but users would like to add specific hours to task
Francois Jullien about 1 month ago
Task
Quote - Gantt chart view
I would like to see all my quotes for a project in a Gantt chart view. This will help me visualize how much time I have been working on a project for.
Ashley Lau 22 days ago
Quote
Quote - Gantt chart view
I would like to see all my quotes for a project in a Gantt chart view. This will help me visualize how much time I have been working on a project for.
Ashley Lau 22 days ago
Quote
Daily Logs - Increase image upload limit
I often take ~100 photos for a daily log and want to add all of them all in one go. Currently the limit is 10 photos, so I have to do many uploads for one log.
Ashley Lau 23 days ago
Daily Logs
Daily Logs - Increase image upload limit
I often take ~100 photos for a daily log and want to add all of them all in one go. Currently the limit is 10 photos, so I have to do many uploads for one log.
Ashley Lau 23 days ago
Daily Logs
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 1 day 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 1 day ago
Timesheet
Separate editable lines for Overhead and Profit on invoices
I want to be able to add separate editable lines for Overhead and Profit (and potentially discounts) after the subtotal on invoices. This is important because we don't use taxes, and the current setup doesn't port over to QuickBooks correctly, forcing me to manually adjust every invoice in both Billdr and QuickBooks to make it work for our books.
Megan Fuson 1 day ago
Separate editable lines for Overhead and Profit on invoices
I want to be able to add separate editable lines for Overhead and Profit (and potentially discounts) after the subtotal on invoices. This is important because we don't use taxes, and the current setup doesn't port over to QuickBooks correctly, forcing me to manually adjust every invoice in both Billdr and QuickBooks to make it work for our books.
Megan Fuson 1 day ago