All ideas

When adding calculated service plan items, we are able to access the Project Custom Fields. Would be helpful for many companies to have the ability to choose a Service Plan Custom Field too there.

This is a suggestion for the Icon View in the Project Editor and Project Explorer. 1. Project Editor: There is an eye icon presently. Would it be more intuitive if it would be dynamic? So the title or text should still say the fixed text "View" as...

It's cumbersome to navigate to the task explorer to see all open tasks, then leave it to go to the project list to open the project. Would be nice to be able to Right-click -> Open project from the task explorer.

I understand I have to map the items from SI to QB (or create them if they do not exist in QB). There is like three places in the SI program to Create/Map items from SI to QB. It is good so far. Now, when you go to "Create a Purchase Order" from S...

When tasks are started in mobile install, there are being updated in SI incorrectly. Instead of changing to in-progress, they are changing to a different status even though the settings in SI are set correctly.

and an keyboard shortcut to run the report specified as the quick quote. Like ctrl+p....

The possibility to type in new headends straigt in the explorer is gone. Now you only have pre-confugured headends to choose from.

The ability to push estimates to quickbooks by Project Phase.

Need a way to export delivery by dates to generate monthly revenue reports

When you have factored labor setup within a project and a report is run the factored labor is displayed separately - in a service order it changes the unit price to include the factored total - it should add the factored element as a separate line...