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Feature Requests

(Questions about how to use existing features should be directed to Concierge)
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Ability to make entries in the job tracker after the job has been moved to completed.
Ability to make entries in the job tracker after the job has been moved to completed.
7
·

in progress

Office365 Integration for Calendar, Tasks, etc.
It would be great if you could integrate tasks, calendars, phone call appointments, etc. with Office365.
3
·

in progress

Ability to have the job tracker pop up to close it appear when moving job to completed rather than delivered
Would like it to be prompted when moving to completed instead as the invoice would have been sent and paid at this point.
1
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in progress

Proposals -Run charge templates
For proposals, having the ability to create template run charges to use in proposals without having to fill in the run charge each time would have a lot of effort.
1
·

in progress

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