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Feature Requests

Add Internal Notes after Project Acceptance
It would be nice to add installer/internal notes to areas after the project is "accepted". Right now, we have to set project back to "draft", then manually "accept" after adding notes. A lot of times, we don't spend the time to write up a full installer/internal notes until after we have won the project, to save time and money.
2
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Proposals
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in progress
Accounts, Contacts & Locations
Multiple Contacts per Company Having the ability to have different people per company profile as contacts.
6
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People
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in progress
Proposal Templates
79
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Proposals
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in progress
Proposal 'System' and 'Phase' views
Would be great to be able to sort a proposal by system or phase in addition to area. That way we could easily order parts by phase or clients could view a proposal by system (how much is the audio costing me?).
10
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Proposals
·
in progress
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
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