Feature Requests

Right now, all forms and all work orders are just dumped in each project phase randomly ordered. You have to go through each individual form to see what work order it is attached to. Just like there is a drop down arrow next to each phase to show what's in it: If there could be a drop down arrow feature added to each work order, so you could click on an arrow on the side of the work order and see what is attached to it on the phase on the project. And to help better organize and see only the work orders you're looking for, without a huge random info dump you have to scroll through to get to what you're looking for. You can collapse and uncollapse to organize & see just the info you need at the moment.

Having workflow as the default instead of none defeats the purpose of the feature to be able to find a project while having another one open. I would then need to x out of the project I'm currently in, find the workflow of the project, find the phase it's in, then click it. It doesn't make sense and is inefficient. If someone can provide me with a benefit to having WORKFLOW as a default that I am overlooking, please let me know. Thanks

It would be useful to be able to have an automation to create a form during the sales request workflow.

When I am making a comment, I can upload a document or image from my device, but I would like to be able to refer to a document that it already uploaded into the system. Use case below. A crew submits an invoice for labor that needs to be paid. Our Project Manager approves the bill and it is in the docs section of the project. Now, we create a work order for the finance team to pay the bill. I want to be able to go into the work order and send my finance team a comment and refer to the specific bill that needs to be paid. Right now I would have to upload it again from my computer.

Would be awesome to have a "Like" button to acknowledge comments instead of clogging up the feed with confirmation messages.

I have had a few employees ask if dark mode was an option. I run most things in dark mode as well so this would be a nice option

When using the mobile app and upload fields on iOS you are able to upload anything from the camera roll, but there is not the ability to upload a file from the files app. Some pdfs are saved in the files app rather than the photos app on iphone so it would be helpful if we were able to upload files from there as well

Can we add the Federal Holidays to automatically populate on all Calendar Views. This will help us when it comes to scheduling around federal holidays in which we're typically closed. Doesn't have to be anything big, maybe the day is a different color with the holiday written on it in the corner or something to that effect.

It would be helpful when creating a workflow if we could choose if the workflow is related to a project or is a Service workflow. The service workflows would then appear in the Service category under the client rather than in the project section. This would also solve the issue of no longer being able to attach forms to specific work orders if they are not part of a workflow.