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ability to add materials list, and then choose what we need to build an order or estimate. · Completed
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create a Jobs Report indicating which jobs have been Estimated and/or which jobs have been invoiced · Completed
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PROPOSAL "VIEWED" & PROPOSAL "ACCEPTED" PUSH NOTIFICATIONS · Started
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Event triggers based off Saved Estimate template used · Declined
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Report Filter by a specific status date change or change job creation date manually · Completed
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Trade Reporting · Declined
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offer a warning/flag when double-booking a Task .... · Completed
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Sync subcontractors in JN to contractors/vendors in Quickbooks Online · Viewed
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Set Attachment Category based on certain keywords appearing in filename · Declined
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Private Attachment on Emails · Declined
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Expense entry
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Custom Auto-Generated Job Name
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Custom Status for Financial Documents (Estimates, Work Orders, etc)
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Automatic Job Creation or Warning Pop-Up · Declined
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Print or Export Budgets · Viewed
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the ability for managers to have information available to them on the app, in order to be able to do their job easily. · Completed
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"Contact Fields" and "Insert Template Field" Combined · Declined
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Ability to Add Calculations Across Columns in Reports (Horizontal) · Declined
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General Law and Lawsuits · Declined
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Add "Task Name" Condition to Automation · Declined