It would be really nice to be able to create new To Dos on the general/multi-project calendar. The calendar/to dos would be much more likely to be utilized and effective.
Can a section be added for either an ASI (Architect's Supplemental Instruction) or a CB (Construction Bulletin)? We get these often and need a place to upload them for all project vendors/owners/architects to see at all times.
Guest
6 months ago
in Documentation
4
Future consideration
There is no where in the leads matrix to provide a 30 day expiry terms for the validity of lead. currently we have to manually enter the date within the lead from the date of the lead produced to notify our customer that the date of the lead is on...
It would be helpful that when an invoice is entered from a Work Order if it automatically closed and locked the work order. Or at least have this as an option in set-up.
