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Admin Control of Product

Current Behavior: Any user can create new products. Any user can toggle the Approved checkbox. Requested Enhancements: Restrict “Approved” Toggle by Role a) Only Admin and Product Manager roles can check or uncheck the Approved box b) All other ro...
Guest over 1 year ago in  0 New

Internal Change Order (ICO) - Capability to delete labor from parts

We would like to be able to delete the labor from product, but not the product. Sometimes we hire subcontractors to do our installations after we have created our projects and sold them due to time constraints. The current way we create the ICO is...
Guest over 2 years ago in  0 New

Link to other projects

sometimes there is need of upgrading an old project. But don't want to do the change in the original project. So often we clone this project, and make changes to the new project. It would be great to be able to link these projects together somehow...
Guest over 2 years ago in  0 New

Visio Shape Sheet Count

A small number or indication option with option to hide it, which shows number of sheets this particular product is on.
Guest over 1 year ago in  0 New

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 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

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

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

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