Feature Requests

I want to strategically decide when a $100 power cord gets attached to a particular device. I don't want that automatic. I DO want my sales team to be able to create custom items. But, I do NOT want my sales team to be able to set auto-attach without permission.

It would be nice and more effective if the payment status can be retrieved from zapier. So, when a payment request is created, allow us to create an automation to send a sms to the customer using zapier. Also, it will be more effective if the payment link can be added as a field in zapier. This will increate the payment process 100%

I'm using zapier to send sms notifications to the customer when a proposal has been sent. Right now there's no way to add a link to the sms because the link is not available as a field in zapier. The customers will be encouraged to view the proposal from a link from an sms right away. This is more effective. It would be nice to have the link available in zapier so can be added to the sms.

Can you add a check box that allows the client to Accept invoice and state that they are mailing in a check or Money order?

Would be nice to have a location name field in addition to the address for customers and builders with multiple properties, ie, Primary Home, Lake House, Beach House, etc.

Would be nice if the search field did not require you to press Enter to populate products, client search, etc.. I find myself typing into the Search field and waiting for the list to populate below only to realize I haven't pressed Enter. First world problems, I know...thanks.

We're going to update all the PDF downloads on a proposal to give you the option to include any approved change orders. This way the download is current to anything that has changed. PDF - Client Version PDF - Installer Version PDF - Invoice Version PDF - Pick List .CSV - Proposal Data File

would like to have a tab along with custom parts, labor and fees for packages. We typically have packages for wiring skus. IE New build WAP - would include 150ft of wire and a labor sku.

Need the ability to override the order status if the supplied doesn't mark status updates on their end

Be able to edit the automatically generated email that is sent after the proposal is accepted. We would like to be able to highlight the payment schedule and project terms in that section.