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Allow for different takeoff recipients

We want an enhancement to the "Recipients" feature that allows users to specify different recipients for different types of takeoffs. This would enable users to designate specific recipients based on the takeoff type, providing better control over...
Jordan Douthit about 1 year ago in Settings 0 Accepted Into Roadmap Backlog

New UXUI - Add Lot to Work Order Details

Please add the lot # to the work order details pop-up on all scheduling pages
Jordan Douthit about 1 year ago in Project Management & Scheduling 0 Accepted Into Roadmap Backlog

Permit Number & Date from ITK/MS

We would like the Builders Permit Number & Date from ITK, Supply Pro and DR Horton to populate in Job Details and the Work Orders.
Brenda Damon 7 months ago in Builder Orders 0 Not Reviewed

Highlight number of days pending on work order

need to highlight in red number of days a work or is pending on the pending review page. starting from the original day scheduled.
Guest 7 months ago in Project Management & Scheduling 0 Not Reviewed

ability to expand schedule horizontally per date

On crowded days, especially if you have multiple jobs slotted for the same time spot, it is hard to see the jobs at a glance. The ability to expand the columns as you would in excel would be helpful
Guest 7 months ago in Project Management & Scheduling 0 Not Reviewed

Insights report for non shipped material

For smaller companies that cannot currently afford enterprise but need a process for exporting materials needed to compare to their current stock. An insights report that shows the part number, description, qty's not shipping, and date range would...
Guest 7 months ago in Insights Reporting 0 Under Review

Print Material on WO w/ Crew Schedules

Currently, we have to print the WO and then Print the Material sheet separately. It would be nice to be able to print the material with the WO from Crew schedules or have the option to print material with the WO print
Guest about 1 year ago in Project Management & Scheduling 0 Not Reviewed

Builder Orders Config - Separate Updated and Rescheduled Tasks

User Story: At my company, I have separate people updating orders and looking at reschedules. Sometimes, a reschedule comes along with an updated PO (like adding an option). I want that to show twice in builder orders, once in the reschedules, onc...
Sam Knight 7 months ago in Builder Orders 0 Not Reviewed

Ability to send scheduled Insights reports as excel documents, not just pdfs

Everyone would benefit from this. Excel is very commonly used for reporting. Users now have to convert pdfs to excel when it is emailed to them which is a manual process, or they have to go into Insights and export the report which takes a while i...
Guest about 1 year ago in Insights Reporting 0 Not Reviewed

Work Order Status

adding category filters to work order status (community)
Guest over 1 year ago in Invoicing 0 Not Reviewed