Portal Feature Requests
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Feature Requests
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Feature Requests

Xero
Intergrate with Xero
1
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3rd Party Integrations
Integrate with Financing Companies
Give the customer a way to finance the purchase.
0
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3rd Party Integrations
Customer Reviews After Job Completion
An integration that would trigger a review process for my customers once a project is marked complete in Portal. So I mark a proposal Completed and an email is triggered to send my customer to review the services they received
5
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3rd Party Integrations
Integration with Monday.com
Allow us to push proposal tasks into Monday for project management.
5
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3rd Party Integrations
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under review
Use Zapier to sync client info
I want to be able to push new client info from my crm/scheduling software into portal so I don't have to keep doing double entry
2
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3rd Party Integrations
Integration with D-tools SI
Push proposals into D-tools SI
6
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3rd Party Integrations
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in progress
API for web app integrations
Would like to integrate with various web apps to sync, move, merge data.
0
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3rd Party Integrations
Send Billing and Site Address to QB
Push both the billing and site addresses over to QB.
0
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3rd Party Integrations
Integration with Webhooks
It would be great if we could configure webhooks from other platforms like Power Automate. I would love to see two way integration for contacts and proposal/project information.
0
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3rd Party Integrations
Integration with System Surveyor
It would be great to be able to create a drawing and design with System Surveyor and have it automatically put together a materials list.
0
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3rd Party Integrations
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