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Site address changing when client is changed

When a client is changed on a project it would be nice to have the option to not change or clear the site address.
Guest 9 months ago in  0 New

Project Comment additional features

Options to enhance comments: - Edit - Clone - Lock Maybe editing can be an application or project setting to allow editing of a comment. Locking can be project-based or user-group-based, so like locking a project and report, there can be an option...
Guest 10 months ago in  0 New

Cloning - new location, keep sublocations

For rooms that are similar, specifically to sub locations, I would like an option to change the primary location, but keep product grouped by sublocation. For example, in classrooms, we may have sublocations like "Desk", "Rack", "Ceiling". If we s...
Guest 11 months ago in  0 New

CSV Import/Export for Taxes

Our state puts out a list of cities with their tax rate every time there is a change. If I could upload those taxes as a CSV to update our taxes in SI, that would ensure they could get regularly updated with far less effort than is currently requi...
Guest 3 months ago in  0 New

Ability to edit multiple Visio drawings for the same project at the same time

Since Visio is now warning us when we have files that have more than 10-pages and most of our larger projects require more than 10 pages, we have started breaking out our drawings into three files. Plans, Schematics, and Elevations. This can be cu...
Eric Kalpakoff 8 months ago in  0 New

Proposal Expiration Date

With all the changes in today’s industry and most of us practicing a proposal only valid for x # days. it would be amazing to see a quote expiration date field in the proposal information setup that gets included in the standard reports cover page...
Guest over 2 years ago in  0 New

Allowances / Packages to be optional and allow for alternates

I'd like to be able to make packages, specifically allowances, optional and/or allow for there to be alternate options for the packages/allowances. This would be to allow a Good, Better, Best scenario for packages or an install vs. install + mater...
Guest over 2 years ago in  0 New

Combine Service Orders within a Summary Service Order for purposes of reporting.

It would be nice to be able to combine individual Service Orders within a Summary Service Order for purposes of reporting. For example, if two technicians are assigned two different Service Orders for the same job, we would like to create one repo...
Guest about 1 year ago in  0 New

Include custom fields withing the quick filter menu

the ability to quickly filter by custom fields
Guest about 1 year ago in  0 New

PoE Budget Calculations

When setting up PoE specs for a PD device you can only choose a PoE standard as the wattage consumption for that device. Example, a 6.5W IP camera is stuck being rated as 15.4W vice the actual 6.5W. The PSE budget ends up being consumed prematurel...
Guest over 2 years ago in  0 New