All ideas

add assignable quick reports buttons in the toolbar like in the project editor.

I approved a project and began creating my submittals package. I removed one item and replaced an incorect item with the correct item but maintained installation price. When my submittals package was complete, to lock in the BOM, I approved the in...

The Site Items can be seen as part of totals in the Mobile Install. Need to show them in the Service Order Report too. There are cases, where a service order might be created without a project or service plan, just connected to a client. For those...

I have a custom layout that has a filter included in the layout. However when switching away from one custom layout to the another, the filter does not clear/replace.

In Tasks Window, there is left clients pane. Would be nice if a customer could press control and select multiple clients or projects to filter task list.

I have an approved project and I am adding an accessory to an approved item (adding missing interconnect cable), and it did not prompt me to add the item to an existing allowance despite the setting set to yes.

We would like to be able to multiple phases to an item labor type. Meaning adding more than one labor type and assigning it to separate phases.

Our company weekends are Saturday and Sunday, but sometimes we have to meet with clients or do work on the weekend. It would be great if tasks could end on the weekend. Alert the user, and allow them to override.

Selecting more than one child task under a summary task, then right-click on one of the selected tasks and choosing mass updated only mass updates the task that was right-clicked on.

In the tasks, the ability for installed check lists and items to be carried over when you clone as task would be great.