Forum Discussion
lorimallory
9 days agoContributor 2
I'd add that there are several seemingly simple updates that would make a huge difference:
- Ability to have the job name sent to Quickbooks instead of just the Client name. We have many commercial clients that we've done many different types of work for at different types. We need the ability to link to a specific project or sub-customer. Right now, the client information goes to Quickbooks and I have to manually set up projects or subcustomers for every job we open. It is a lot of extra work.
- It would be nice if there was a Job Pipeline with custom tasks like the Request/Lead Pipeline
- Change Orders that attach to the specific job
- Better availability for customization