All ideas

With the increased need for network/cyber security documentation, it would be helpful to add an additional category for submittals - Network Security documents. This would be in addition to spec sheets, user manuals, install manuals, etc. We are h...

It would be invaluable to have the option to maintain custom fields when replacing items by default. The current default checkbox is that it doesn't, and it resets every time you replace. This has led to many occasions where I replace an item with...

We would like to be able to assign field colors to certain custom fields. For example, lists, check boxes,. For lists, being able to assign a field color per list item and for check boxes, being able to assign colors to checked and not checked.

We’ve received recurring customer feedback requesting enhanced capabilities in the vendor partner integration workflow: 1. Connect to Vendor Partner → Find Products with Partner-Provided Pricing 2. Within the product information window, users woul...

Currently the change order layout options only include the following with regard to price: Price, Tax, Price With Tax, and Misc Item Price It would be great to have: Equipment Cost, Labor Cost, Labor Hours

Right now, Partner Last Updated shows the last time the partner cost from this partner changed. We have nightly updates scheduled, but if the price didn't change from a year ago it still reflects the "Partner Last Updated" as a year ago, even if w...

Add the option to add custom fields for SI users

Could a milestone option be added that could be used in place of a date in a Contract? Our company bills at different milestones. Example. Payment 1 is based on when we order equipment. Payment 2 we'll bill for professional services once the proje...

The ability to have more than 3 level deep in check list

Include a feature in a future update that allows us to easily adjust the overall proposal value to a fixed amount, including tax. Currently, we add a fixed labor line item and manually calculate the difference (Desired contract value - current val...