Feature Requests

I would love to be able to “long press” on a 360. Notification and that message increase in size and reveal the message text (or part of it) Right now i get a lot and I have to open the app to see if it’s something I need to deal with now or later ..

It would be nice to be able to have the option to attach a submittal or cut sheet directly from the catalog

I would like to be able to run sales reports and be able to sort the data. This would allow me to see most profitable jobs, best customer, best sales month, best salesperson, and also the alternative, least profitable job, customer, etc.

Would be nice to download pick list as CSV file so we can upload to google sheets for inventory control

I would like to see an auto reminder feature so we can select how often and when to send a reminder to the client to approve the proposal. Essentially an automatic resend of the quote and for how long to send it, ie: send weekly for 8 weeks.

Invoices need to be editable and customizable

We are currently using Projx360 and we would like to use an all in one and we really like Portal. Keeping track of hours on a job, uploading plans and photos making internal notes etc. are some of the features we'd like.

Would be awesome to have an app built for Android

Recently noticed QB introduced this: "Generate referrals using the post-invoice survey". In the interest of continuity, it might be nice to have something like this to send from Portal.