Feature Requests

Automatic Push Estimate to Quickbooks when a proposal is set to Completed.

Would like to be able to push proposals into housecalpro, we need some type of integration into our CRM software

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.

When you have "Summarized" sync turned on for QuickBooks Online proposal integration you can't map the Parts & Labor items it goes to. This is needed in cases when existing skus already exist i.e. "Sale-Product" and "Sales-Labor" instead of just Parts & Labor.

The ability to add a customer to Portal and have all contact information be automatically auto-filled with data from Google Contacts.

Give the customer a way to finance the purchase.

Integrate with the full suite of Zoho products: CRM, Books, etc.

Recommend having QB description be Portal description, not part number. Option for item to be a subitem - often the Brand in QB. Import preferred Vendor to QB

Push portal contacts into Hubspot.

Intergrate with Xero