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Email Route Preferences

Designating multiple contacts on an account to receive estimates or invoices would be helpful. We have many clients that want to be cc’s on estimates or have invoices go to a different address. This is currently a manual process for us and everyone wants it their way. This would be a huge time saver for …

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Create Time Card feature linked with Job Cost feature

The stopwatch feature can only be used for job costing. If there was a feature to allow technicians to clock into idle time, appointments, lunch break, etc, then the stop watch feature could be used for time cards and not be required to be outsourced

CPO on Service Agreement

Need to have a CPO field on the service agreement that would transfer to all work orders made from that service agreement.

ACA Report

A report for that shows how many fulltime/fulltime equivalent employees you have each month is needed to determine, for the IRS, if you are an ALE employer or not. Any large employer would like this report.