Feature Requests

We need to be able to set a ship to address either in the people record within Portal and/or within a proposal so that when the Quickbooks integration syncs the client and/or the proposal, it can fill in that field in QB.

Auto generated client numbers We often require passwords/passcodes for clients alarm system setups or login info and it would be great if portal generated a client number that could be used as that and then it was saved with their client info so it would be easy for us to access.

Having the ability to have different people per company profile as contacts.

allow for adding a cover image under the contact, so when we create multiple proposals for customers it defaults to the proper image without us having to re-add it each time

We need the ability to add phone numbers that do not use the 10 digit US format. Either that or a free form field for phone numbers that does not automatically add the parenthesis and dash.

Could a time clock function be added? used in general or assigned to specific jobs and locations

Add an optional field for honorifics (Dr. Mr., Mrs, Ms, Etc..) Add an optional field for Job Titles

Would be nice to have a location name field in addition to the address for customers and builders with multiple properties, ie, Primary Home, Lake House, Beach House, etc.

Would be great to have an option to select "Builder" as a client type in addition to Person and Company