I would like to see direct integrations with financing companies, specifically SunLight Financial and ImproviFi, which will allow to show monthly payment options for customers on their proposals.
Have the ability to merge organizations together. Sometime we have duplicates and we manually have to update all the jobs on the dupe before we can delete it rather than merging.
Because we have an...
At the moment there is no way to update a customer in recurring jobs , eg, If a customer leaves or moves department there is no way to add in a new customer and have it update all recurring jobs it...
One of the recent updates (some time in early 2026) made it so every note that gets added to a call generates a notification for every one. It used to not have a notification for note that came from...
Currently, transfer orders can only be accessed and updated from the WebApp. Our use case is for Field Techs to "receive" shipments and updated the status of the shipment (the transfer order) in real...
The use tax reporting is very limited for fixed price jobs. An easy fix is to set an item to non-billable AND taxable. This allows a reporting feature to pull the line item details and report use...
Currently, it seems that Material Requests must be converted to transfer orders in order to be closed. When multiple material requests are submitted for the same location, I would like to use a...