Feature Requests

The ability to set a invoice line items with a fixed amount so that payment structures can have a fixed "deposit" like invoice.

I would like a platform that can integrate with Google Suite, including Google Calendar. This would help me manage my schedules and communications more effectively.

Currently the best way to use properties to trigger an automation to run is to change the value of a property field, and build an automation off that trigger. Ex. create numeric field, increment it to force some action to happen (ex. send email template B with attachement C). It would be nice to just have a button type field that triggers a specific action when clicked!

It would be helpful if a visit could show an “On the Way” status in the Client Portal so customers know when the team is actively heading to the job.

I am looking for a sort function/dropdown in the Unscheduled column to aid our scheduler in the triage of projects. It should sort by Label, Priority, and Project Type.

looking for an activity log thats much more detailed. Example: Someone views a project - This person March 18th 2026 11:31AM

With basic AHJ info (website, requirements, permit fees, etc...). Similar Aurora Solar's AHJ database

With detailed forms, project parameters can have a major influence on which sets of questions can be ignored. One option is to break longer forms up into separate forms, but being able to do this at the section level or even the question level would allow much more customization that would streamline things like detailed site surveys.

Forms can get very long (ex. detailed site survey), would be nice to be able to expand one section of the form at a time for easier navigation.

I would like the system to provide intelligent dispatch, offering suggestions and highlighted routes for efficiency. It would be beneficial if the system could build out a schedule based on what's quickest or just what's confirmed.