Feature Requests

Its confusing when blocked or completed work orders are above active work orders.

Expose archived work orders in the "List Work Orders" and in the "Get Work Order" endpoints.

Unable to search for account,project,opportunity or anything else by a phone number.

Currently a due date has to be manually entered on an invoice. It would be helpful to have terms for a generic invoice and terms for invoices for lenders/financers, so this will autopopulate.

We have customers who want to schedule ahead of time. I would be nice to be able to throw dates in blocked work orders so it hold a date on the calendar. The way our system is now, we cannot schedule ahead. In the screenshot attached this customer is just waiting for lender approval but we could hold a date on the calendar.

The List Projects endpoint returns less data than Get Project. Anyone syncing projects in bulk has to make an extra Get call for every record just to fill these gaps. Missing from List (present in Get): projectManager updatedBy phase.startedAt / phase.completedAt phaseInstances (all phases with status and timestamps) Request: Include these fields in the List response, or add an option to request them (e.g. an include= parameter).

If we are setting up a payment structure for milestone invoices, the invoices need to have descriptions on them. Right now we either have to copy what the contract says or it says a percentage is due. (There was no invoice category) One single description does not work.

I actually asked for this request like 6 months ago, for smart views there should be numerical totals at the bottom of columns. So if there's 100 jobs in a report I should be able to see the total panels or kW amount. Now we just always export the data and then deal with it in excel which is dumb

Currently any time we need to look a payment fees, we have to click into the specific record. It would be helpful to add a column on this Payout Report View, so we can easily see the fees in this view and be able to export this information.

Would like to be able to report on invoices, sort by vendor or pay type and create smart views for quick reference. As of now you can only sort invoices by oldest to newest.