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Remove Dollar Signs from Reports

We would like to have dollar signs removed/as a toggle on all reports.
Sandeep P. over 1 year ago in  0 New

Insert appendix on Visio page

I would like a report the cold make/insert an appendix on a Visio tab. with page number and Visio-tab name' and maybe a 3rd column with location names from each tab.
Guest almost 3 years ago in  0 New

projects visibility on mobile install

It would be great to see full project data in mobile install
Sandeep P. about 1 year ago in  0 New

New Project Wizard shows actual dollars on the Contact Payments step

Where's this money come from? See screenshot
Guest about 1 year ago in  0 New

Catalogue Report

a report on new products/services added to the catalogue by user specified date range.
Guest about 2 years ago in  0 New

Selective Excel/Power BI API Integration

Presently, there is one API key generated, which lets the user access all the data from different end points in API. There should be an option for selective API key so that we are able to generate different keys for different access. Example, key ...
Sandeep P. about 1 year ago in  0 New

Bulk User Disable

To facilitate keeping users out of the system during a server software update.
Guest 7 months ago in  0 New

Unable to Change SO Status and Save

As of this morning (Wednesday, August 20, 2025, around 7:40 AM EDT), our team is unable to update the status of jobs within the Mobile Install app. When a technician tries to change the status (e.g., from "Scheduled" to "In Progress"), the change ...
Guest about 1 year ago in  0 New

Option to include 'non-approved' items in Submittals Report

Came across a perdicament earlier where we needed to submit our product data for a project but had a pending change order with items that needed to be included. However the CO is not yet approved and we were instructed to include the items in the ...
Eric Kalpakoff about 1 year ago in  0 New

Counter Signature on Contract Reports

I was very excited for the addition of counter signatures on the customer portal. As of now, it seems contract reports do not have the option for counter signatures. I would argue that this is the most important document for both parties to sign. ...
Guest over 1 year ago in  0 New