All ideas

When applying, if using "Select a Price Rule" is chosen, only the basic calculations show on the list. Can the list be expanded to include groups? I have created many layered groups, and this would save time when creating a project. Otherwise, goi...

I would like for SI to remember the locations associated with a customer site address so they can be reused in future projects.

We have been dealing with some human error issues when setting up the project. We will look up project taxes based on the site address and it will typically apply the sales tax rate to both equipment and labor. But most of the labor we sell is non...

Would be helpful if in the revisions window in project explorer we could add more fields to be shown. For instance Price without tax, cost, margin ect. So we can see at a quick glance the differences in these fields over the course of revisions.

When mass updating some value in project, would it be helpful and safe to have another checkbox at the bottom, saying update to catalog, to puch only that field being updated currently to the catalog too?

A way to assign a warehouse member of staff to pick items or stage items ahead of an installation that doesn’t count towards the job labour hours. Could be for example load a van with these items ready for the engineers that are going to site. Wit...

When using any report designer, we can insert a new report group/section. Would this be a nice feature to right click and duplicate or clone the whole section? Using this option should give a duplicated group header and footer along with the under...

This would help us enforce leaving comments when updating tickets.