Accept payments for all phases
Accepting a payment through dtools for the deposit is nice ,but we would REALLY like the ability to collect all payments through here. In addition, we would like to be able to change the breakdown of payments after the job has already been won, at any time down the line. Dates and amounts.
change payment schedule after project starts
we would like to change the payment schedule after a project already started. ie a client gives me a check for $10k instead of $11,324.35 Then i can adjust the balance owed etc. Additionally sometimes they want to split a payment in 2 and we can better keep track of it. Other various reasons we would want to adjust the payment structure after the project starts, which i can better communicate over a phone call.
Installer PDF - Add Descriptions
When printing out the installed PDF, we would like the location description to stay on their copy. This gives them a better idea of location scope of work
Undo Button or Recycle Bin
If you delete a quote or location that you can do an edit undo to get it back or even if they went to a recycle bin instead would be better.
Installer Report Per Phase
Would like to be able to create installer reports per phase. For example when my guys do rough-in, I should just be able to provide them with the report for the rough-in phase, then when they do trim, they get the trim phase section, etc. This would be a huge help in making sure my guys don't get overwhelmed w/ things that they don't need to worry about for a certain phase.
Installer punch list
The ability to do a walk through and electronically check off items that are completed (job auditing).
We would like add a "Notes" column within the Item Status view, which we can "Edit" on line item basis and export via the CSV Export functionality with the rest of the fields currently provided.
Alert @ Emails
Is there a way to turn off the email thread of alerts and instead have each one come through as a separate email?