We would like the ability to have an opportunity automatically pull in Misc parts based on a percentage of the Product or labor
this would cover certain materials that are not normally billed such as Tape/Screws/Staples etc.
Click to call
While in contacts it would be nice to call a person by clicking on the number on the ipad or iphone.
We would like the ability to filter clients based on "Account Owner" under the People tab > Clients section.
We would like the ability to rearrange items within the Quote view and to have that same order transferred over to the Proposals.
Make all Text and Fields in the UI Selectable
Please make all text elements in the UI Selectable, so they can be copied to the clipboard. I'm constantly finding myself banging my Desk, as I look to copy and paste information out of D-Tools into other Tools, or into other areas, only to find for some reason what I'm trying to Copy is not selectable. If I can see the text on my screen I should be able to Copy it to clipboard.
Down Payment as Products only
Would love an option for the payment terms to be the total of the products instead of just a percentage of the total project.
Ability to use a color palette for manual drawing tool
At this time, when drawing manually, the color is red. Would like to have a color palette.
We need a way to select the closing contract based on the job. So for example if customers supply parts it is a different contract than if we supply everything. The best execution to his woudl be the ability to add and remove sections. for example if were doing painting, Spackle and using there parts we can select those 3 sections and for the next job we are not we don't select them and the contract is allot smaller.