All ideas

We export every document to PDF and don't interact with any other features of the toolbar. Sometimes up to 50 reports are exported a day. Would really like to only see the PDF button and have it much larger.

Whenever we edit a client on a job and change it to a new client it clears out some of the fields such as site address. Would be ideal to have the option to not clear out these fields when changing clients on a job.

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

create a planning task, from an existing SI Task in the Gantt module

We would like a more flexible and modular proposal/reporting engine, including: The ability to define proposal structure independently from line-item layout Modular sections (narrative, scope, phases, systems, summaries) that can be rearranged or ...

When you click the search function within a quote or project to add an item, the search field should automatically set your cursor so when you click the magnifying glass icon you can immediately start typing your search query. Right now for each s...

If I do an internal change order that is $0 it still sometimes changes the total project price. I thought maybe it was a tax issue but the current project I am working on is tax exempt. These approved change orders are all $0

It would be great to restrict manual changes to the Project Number after the number has been assigned, to Administrators / selected users only

When we right click a wire shape to be cloned in the drawing, we might change location and system, but would be nice to have option to change headend too because if the same cable is being coming in from another rack/room/panel, it would be easier...

The Repot group page numbers can be managed from Report Settings to set them to be bottom/top, left/right/center. Need more options to: - set font, color, and size of the text. Also font decorations, bold or not, italics or not, underlined or not ...