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Contacts (13)
Projects (27)
Prospects (1)
Submissions (33)
Work order (12)
Order form (3)
Timesheet (3)
PUNCH (App mobile) (9)
Production schedule (14)
Invoicing (29)
PDF (11)
Preferences (26)
Reports (6)
API (6)
Evaluate/Validate relevance (5)
Discussion to have (10)
Internal (11)
Default display of the production schedule
Have the ability to change the default display of the production schedule. Or if you change the visible schedule save the choice and open the page next time with a choice. Already possible in the C3 environment but I have no idea how it was set up.
2
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complete
2
Filter by material code
Have the ability to filter materials by code
1
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complete
1
Export filter
When I filter data and export it, all the projects end up in the export without taking into account the sorting or the filter.
1
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complete
1
Display client phone number in Kanban view
It would be very helpful to have the client's phone number displayed directly in the Kanban view or list. This would eliminate the need to open each client's file to contact them, especially when dealing with prospects.
1
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complete
1
Option to delete materials in daily report
Currently, when completing a daily report, it's not possible to delete materials once added. It would be beneficial to have an option to remove materials if they were added by mistake, rather than just modifying them to zero.
1
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complete
1
new submission status “won (deposit pending)”
have a new submission status “won (deposit pending)” When the bid is won but “deposit required” has been checked, the status changes to “won (deposit pending)”. When it is indicated that it has been paid, the status changes to “earned” and the work orders are generated and the status changes to “pre-construction”.
2
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complete
3
Filter and display options on calendar
The current automatic numbering of work orders is not optimal for calendar visualization. Additionally, there seems to be no filter directly on the calendar. It would be beneficial to have better display and filtering options on the calendar for improved usability.
1
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complete
1
Customer work report
Have the option to add the description of the work that comes from the work order. When choosing a daily log to add to our work report, you have the option to choose if we want to add photos; time with the note; the description (editable) and the tasks to be completed. Visual to work on
2
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complete
5
Date bug on the bill
When I create an invoice from the invoice section on a project everything is beautiful. When I am on a quote or on a work order and click on Invoice this quote in the top right corner (same for the work order). When creating the invoice, no date is entered in the date issued section. So when I print it in PDF in the date section, it's the printing times that appear.
1
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complete
2
Support inbox
The support inbox appears in the wrong place and it becomes impossible to click on save and/or complete. Occurs more often on a tablet and/or phone.
1
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complete
1
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