All ideas

We've added a product to the catalog and selected publish to Mobile Install. However, when trying to add the product while in Mobile Install, the product doesn't show up. Please refer to the photos attached.

We want to use as minimal PO #'s for a job as possible. Currently we cannot create a duplicate PO number. So, we send in our initial PO with the original BOM for the project. Then we get either a change order or just need to order more things for ...

I am trying to ascertain why my internal change order for shop drawings is showing a non-zero balance. I open the internal CO from the project explorer on the change orders tab so I am only seeing the items on that change. When I get into the proj...

We would like the Proposal Analytics tab to be set to always display by default, rather than appearing only after a proposal has been viewed. .

We wish to update the main template used for auto-generated emails when proposals are sent to clients. Please provide guidance on how to change this template, beyond simply adding new ones

I would be great if there was an auto (alpha-numeric), having to drag it for alpha order seems outdated.

need data fields for vendor contact information: name / phone / email

currently defaults to the client main contact.

feature to allow the importing of locations from CSV to a project

function to search for data fields when creating a custom report