Launa Wassill
Project planning and design
Created Manage columns - project viewUpvoted Calendar - Gantt view of all projectsUpvoted Generate Change Orders from ExpensesCreated Have the option to not show archived and completed jobs to employeesUpvoted Capture snapshots of the schedule (export pdf)Created Change tags in project pageUpvoted Allow multiple signed quotes within the same projectUpvoted Mark project as complete without signing a quoteCreated Share approved selections with vendor / subtradeUpvoted Save Employee Timesheets after deletionCommented on Project ownershipWould love to see this. We have three admins, I’m the default, and the other two constantly forget to change the owner of the project. Then I get phone calls from clients I have never talked with asking questions about their quote I never had anything to do with.Upvoted Project ownershipUpvoted Contract Value vs. Initial Contract Value & Change Orders ValueCreated Add an option to search by invoice numberUpvoted Formatting of Notes in Invoices is incorrectUpvoted Invoice - include task descriptionUpvoted Remove Completed projects from the All projects view without having to archive them. That way archive projects are projects that do not move forward, completed are for jobs compelte, and the my projects is all open reqs in process.Upvoted Create a quote using multiple templates.Created Transfer task descriptions to invoiceCreated Keep access to removed team membersCreated Edit invoice after sendingUpvoted Subtotals on QuotesUpvoted Edit the invoice numberCommented on Option to 'Draw' Signature when signing a contract as a clientI just had a client refuse to sign the digital copy because of this. It’s extra steps to print, sign, and scan it back for the client. Would be nice to have.Upvoted Option to 'Draw' Signature when signing a contract as a clientUpvoted Cost PlusUpvoted Track mileage in employee appUpvoted Email sent with PDF Attachment removalUpvoted Quote Status to have 'Viewed'Upvoted TimeSheet improvements