All ideas

As a team, we love the idea of using project rules to automatically create project revisions whenever we have a handoff between individuals. However, the revision numbers are client facing, and it can be concerning to a client that the first versi...

a default price rule should be enabled adding items. This way we don't have to apply the default markups

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 if you could choose through a drop-down of different landing pages when you log into your mobile install. For example, I prefer the calendar view over anything. After I type in my credentials, I should land on the homepage, not h...

Rounding to two decimal places (rather than four) only affects projects. I would like the option to have price rounding affect the catalog rather than do it manually as it would integrate better with 3rd party products.

In proposal we have provision to show service plan summary, where we can select a service plan, and then show it. 1. Need feature added to be able to show hide list of Project Items to covered under the service plan and a separate check box maybe ...

We need to calculate sales tax costs (when we buy materials for non-exempt end users), sales commission, and other things that should reference in ALL items in the estimate, including calculated items. We currently use calcItems for things like es...

Think of a long project as having more than one billing, esp AIA-style construction projects. Once materials are delivered to the site and installation begins, periodic billing, usually every 30 days, begins also. Since items can be marked as "pic...

When using the checkboxess for sorting locations, it only sorts by the first marked location. If I sort by text filter it works, however it's annoying.

We want to see all the items inside a Po on their Web Page, that way we can directly compare the price and other details with the online site, making our billing more accurate