Feature Requests

Can we please allow us to export the items separately instead of grouped together? This would save countless hours

We need to be able to add custom fields to our reports! Especially for leads. Being unable to do so decreases the utility of the custom fields by at least 100%

Hello. We have faced a problem in a custom report. We are missing some fields that can be included in the report. These are technician parts, and payment methods (cash, credit, which should include payments by zelle, venmo, cash app, credit offline and credit charge, and also checks payments). Unfortunately there is no opportunity to include these fields right now and we have to do it manually.

When selling "services" the cost of the labor via "time tracking" in not calculated in the total job cost. Due to this the performance pay feature is unusable as it is designed. Maybe it's only a glitch on my subscription, it seem logical for it to be this way but it isn't. All job costs should be deducted prior to paying commissions based on GP$.

need better reporting. all the data exists. need a better way to sort the data in a useful format

Reports on a per job basis showing margin of profit based on labor and material (and the ability to set come indiscriminate amount of overhead possibly) Of course due to this I would need the ability to track the expense of hourly employees

There needs to be a rework done on the reports system. All data should be able to be sifted through, not just a few data points (including job & client tags) Need to be able to sift through "and" & "or" when categorizing with multiple data qualifiers Need to be able to delete or transfer old data categories when no longer used. (I still have old job sources that I no longer use to bring in jobs in the way when I try to see reporting)

I see that we can make custom reports, although it does not allow us "all data". Most recently i've been messing around with the reporting in 'activity' reports, and there is no way to add any custom reports on activity to a custom report. Also in activity reporting, it does not show when a user views a report or job. I fee like this should be more in depth, as to know who looks at what and exactly what is changed on what job.

As of now, you cannot move around the order in which your job/client tags come up. We have them organized by color/function and it would be nice to have them all lined up.