Feature Requests

Check lists for parts ordered, check lists for parts delivered, check lists for parts installed. Some way to track the job progress based on parts or wires installed. This would be huge for organization and planning.

I would like to see the ability to export a project list with the data captured in the proposal data CSV captured with multiple projects at once. More of a global view

I would like to be able to run sales reports and be able to sort the data. This would allow me to see most profitable jobs, best customer, best sales month, best salesperson, and also the alternative, least profitable job, customer, etc.

The warehouse pick list currently displays all items on the original proposal. It does not account for the "Change Order" additions/deletions.

IMO 3 options is not enough, Especially when comparing speakers. Just one more option would be key. It should be changed from 3 options to at least 4.

I would love to be able to “long press” on a 360. Notification and that message increase in size and reveal the message text (or part of it) Right now i get a lot and I have to open the app to see if it’s something I need to deal with now or later ..

It would be nice to be able to have the option to attach a submittal or cut sheet directly from the catalog

Would be nice to download pick list as CSV file so we can upload to google sheets for inventory control

I would like to see an auto reminder feature so we can select how often and when to send a reminder to the client to approve the proposal. Essentially an automatic resend of the quote and for how long to send it, ie: send weekly for 8 weeks.

Invoices need to be editable and customizable