Logo would like to run a work order report that tells them they received money on jobs that are completed.

Auto populate certain information when a certain amount or product is selected as a line item. For example: You could plug in 30 squares of roof shingles and it would create the material order and it would say 90 bundles needed and 3 boxes of nails.

Logo would like to create a work order without it populating under documents.

I would like to be able to view the total cost of multiple material orders made for a contact/job AND have that automatically applied to the budget.

Melissa would like the ability to add a signature to workorders and documents just like the estimate feature that just rolled out

Allow the invoice section on the financials tab to be customized so that sum calculations can be added to the total, paid, and due columns

I would like to add a internal description box to the budget field for work orders. This field would be used as a way to distinguish which budget is being viewed without having to click the hyperlink to see it. Essentially like a summary/overview of the budget/ area to enter in notes about the budget internally, so that the PMs and Finance people can make communication easier between these two typically siloed departments.

Be able to print the material order from the "Edit" page and not from viewing/downloading PDF. Reason being is so that the pricing pulls into the printed version.

customer note section to be larger or add another template box to include contract veribage directly on an estimate or document or
Adding another template note box to include contract verbiage on a document or estimate

Including Tax City and Tax Rate in the Filter options when creating reports.

Currently a Budget cannot be converted to a PDF in order to print or share; a screenshot has to be taken, and then printed/shared. We use the budget feature as part of our commission payouts for our sales team, and file these budget docs once a job is completed and paid-out. Having a formal printable document would be nice.

Budget Line items added in settings need to show in estimates. If you add a line item within the Budget settings it will not show in the budget if you are converting an estimate. It also deletes and goes away if you create one manually and then decide to use an existing estimate.

I'd like to have the option to SAVE my documents/ estimates/ invoices while I'm working on them (without it closing on me); Sometimes they are quite long and I've accidentally closed the screen after spending a long time on entering information. The only option is to save and close now

A change order template similar to Work orders and Material Orders with all the same automations.

Possibly ability to send for a signature? Maybe by attaching to a document?

once the work order is created and assigned, I want a way to track its progress. Once the WO is sent, that said person can open up the project and change the STATUS to start. When finished with the service he can change the service STATUS to completed. This would be good work flow to track services.

It would be helpful if instead of days in status, once a due date passes it tells you how many days overdue the invoice is.

I would like to have the ability to click on multiple line items in an estimate, invoice, or work orders and delete them all at once. Right now we have to manually click on the X to the left of every item. This would save lots of time