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Feature Settings

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Additional fields for anticipated cost

it would be really helpful if there were a few more field on each line for anticipated cost entry, like vendor name and date anticipated for the cost.
Brandon Dahn about 2 months ago in Anticipated Costs / Feature Settings 2 Future consideration

PO numbering

PO Numbering Never Works in Sequence. Should always work even if there is a slight change to one of the numbers
Guest 13 days ago in Feature Settings / Purchase Orders 0 Future consideration

Rename Feature within SCM

Be able to rename a work order to something else, for example my Masonry client receives Purchase Orders from the County which are really Work Orders. The client would like to rename work order to purchase order to not have confusion for their team.
Ariel Johannes 6 months ago in Feature Settings / UI User Interface Enhancements 1 Future consideration

Auto Add Weather to Daily Logs

Have Weather conditions Auto Populate in Daily Logs
Guest 8 months ago in Daily Log (Daily Report) / Feature Settings / New Email Features & Email Browsing 0 Future consideration

Purchase Order Statuses

Customers are looking for more status options on purchase orders such received, invoiced, and closed.
Sue Parker 9 months ago in Feature Settings / Purchase Orders 0 Future consideration

Clock in/out notifications

Add notifications to the app when a user arrives inside a project geofence to clock in and when they leave to clock out. Also a notification to managers when field staff clock in/out outside a projects geofence area
Tim Smith about 1 year ago in Clock-In / Clock-Out / Feature Settings 0 Future consideration

Make the Lead Stages sequence editable

If you want to add some additional stages you can't get them into the correct sequence as the stage number is used as key information (see attached) The sequence is important for display order and how analytics and last stages works. Main issue wo...
Tim Smith 7 months ago in Feature Settings / Lead Stages 2 Future consideration

Make the "Project Estimated Start and Finish Date" Required When Editing Lead Info

The Project Estimated Start and Finish Date fields are very important for giving end users a sense of direction regarding a lead. Within the current environment, this field isn't required, leading to potentially misleading or absent information do...
Guest 10 months ago in Feature Settings / Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Show In Portal

give the option of changing the default setting to not show in portal. This way you can add an item and it wont automatically show in the portal.
Guest about 1 year ago in Feature Settings / Linked Files (Projects) 0 Future consideration

Meetings - Items library that can be imported into New Business section.

These items would be set up in Settings | Feature Settings | Documentation.
Norman Wendl 8 months ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 Future consideration