All ideas

Can we add 2x Site Notes Sections and the ability to include or exclude them from reports? So often, we would like to send a report to the client with Site Notes included, but we would also like to add more technical information that does not nece...

It would be a nice to have a dimensions to have with or without something. For example, amplifiers may say Dim Height with feet is X , Dim Height without feet is Y. Same for TV's etc. Second request would be BTU and Amperage draw. There should be ...

My question is how I can select and copy accessories from a product, like a projector, to a new projector that was added to the catalog that has no accessories. I see in the Accessory window of a product there is a "paste Items" that is to the rig...

When a client is changed on a project it would be nice to have the option to not change or clear the site address.

When editing the change order report, we'd like the ability to add additional cost fields so we can determine the profitability. We like to be able to select the same fields that are available under the "Project Overview" reports.

When checking out a project with edited PO's, a prompt reminds the user of PO updates, but does not provide a summary of what has changed. It would be great to know what changed prior to updating the project.

It would be very helpful if the wire tags had an ID number that was serialized. That way Wire Tag #1 on page 1 lines up with Wire Tag #1 on page 4. While the info on the wire tags is useful, if you compare the tags from two pages related to the sa...

Can you please develop a way for the SI calendar to sync with my outlook calendar. There is a FR from 2020 that has no updates and so I am re-submitting for consideration. Thank you!

We use templates as a starting point for all of our proposals. Because we are using a template, the client default cover page image does not carry over from the client. Instead, whatever was selected in the template is carried over. I would like t...

The client cover page image should be a separate entity from the project cover page as most clients in the commercial side of business have more than one site. The Client cover page image could be used to store the clients logo and make this appea...