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labor hours report

Perhaps you can make it a standard report. I’m sure that it will be useful to all of your users that don’t have ADP or Sage (with the ability to export to those platforms). This report shoudl cum the PTO, Regular, Overtime etc hours by employee. s...
Guest over 1 year ago in Labor Timecards / Log Style Reports / New Product Integration 0 Future consideration

digital signing

Integration with PandaDoc for signing subcontracts would be great!
Paul Di Natale over 1 year ago in eSign (including DocuSign) / New Product Integration 0 Future consideration

Excel import Bill status

Have a similar option to timecard import for import as pending or have a Status column for Approved/Pending in the import file Currently if import a Bill from Excel it imports as Approved unless you have workflow turned on. If you don't have a for...
Tim Smith over 1 year ago in Importing Excel Templates 0 Future consideration

Summary of Approvals (Bills)

It would be ideal if Project Managers could have a dashboard with a summary of all approval requires. Currently, a project manager needs to browse each job to see all pending bills and approve individually. A dashboard on the homepage listing all ...
Guest 9 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Vendor Bills 0 Already exists

Map view of all leads.

It would be nice to have a map view of all leads to show geographical locations of all available opportunities. There is already a map of the lead location within each individual lead. If there could be an overall map showing all leads with a mark...
Colton Cooper 9 months ago in Lead Directory / Maps Geo Location 0 Future consideration

Add Team Open Items Module in Leads

Add the following Module and reporting to Leads: Team Open Items
Guest 9 months ago in Alerts and Calendars / Leads (Active or Intactive) / UI User Interface Enhancements 0 Future consideration

Project Durations

Prospect requested that project durations can be linked to individual line items in an estimate so that estimate durations can be changed in bulk.
Sue Parker 11 months ago in Alerts and Calendars / Estimating Items / Work Items 0 Future consideration

Default Tax Codes

Default tax codes for a company overrule the tax code set for a job cost code. If a default tax code is set for the company then it should automatically be assigned and shown to the user that it is applying a default tax code. Currently set up so ...
Guest about 1 year ago in Companies / Job Cost Codes / Tax 0 Future consideration