All ideas

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...

For efficiency making the projects and schedule listed in multi project Gantt view clickable links to the actual schedules would remove a lot of additional clicks to get back into the project schedule when you just want to see more details about a...

Clients are looking for the ability to build checklists with more options and/or safety forms that can be accessed for employees to complete. Checklists with more options than checked. Inspection reports for equipment often need to be completed da...

See the screenshot below, for data entry it would be great to be able to add the PO reference in the quick add bill feature so when you are adding multiple bills at one time you can just reference the PO on the page similar to WO or CO. instead of...

I would like to see a tab or button that would allow me to return to a recently worked on page. Every similar system I have ever used has some sort of working history that allows you to jump right back into a page you were recently working on. I o...

Please add an Excel Export button to the Clock In Clock Out data prior to converting to pending.

We have the ability to set up roles or user types in the settings. It would be helpful for us, as admins, to be able to set up a default list of favorites for each role so that they immediately have access to the shortcuts they will use from day 1.

It would be helpful when looking at the project directory if you could see the contacts title. Not sure why this screen does not have the option to add other columns of information such as contact title or company classification.

It would be great to have a Job# search option directly on the homepage that looks through both leads and projects. This would save time when trying to find a specific job, since we wouldn’t need to switch between different pages or filters to loc...