Feature Request: Project Folder
Hello World,
We're a residential and commercial company that sometimes has large jobs with multiple crews, phases, and invoicing. These can take months, some over a year, before they're closed out.
We currently build one quote and break it down into multiple jobs. This gets confusing when jobs go on for months, while the same contractor is requesting change orders that you need to create new jobs for, multiple crews with multiple foremen, etc.
Could we get a "Project" option that can have multiple jobs subcategorized with their own time tracking, expense reports, notes, assigned teams, and invoicing? One project under one client, multiple jobs, and invoices. This project folder would contain all the information for that one job and maybe even a dashboard that tracks all expenses, hours, and events for each project job as well as totals.
This would also help property management companies. Some of our PMCs have thousands of properties. Each with their own lockbox codes, tenants, and issues. There's currently no way to save this information to the properties. We have to keep separate notes of the tenant's contact information then copy/paste it on every new job for the same property.
It would be great if we had the option to put each property in its own project folder that had its own contact information. As a bonus, our people could then use the SMS option which they can't right now because it goes to the property manager's office.
