We need more variables here. We do not charge by the distance traveled as an expense, but we also do not measure travel distance in miles but in kilometers. Our vendors will not charge by the distance traveled, but rather they charge by hour. Need 2 options: Billed by distance - Miles need to be able to change this to kilometers. Billed by the hour

I need to be able to better identify one account from another with words and not only the 4 numbers. Currently we have 4 accounts that do different things and identifying our Chequing from US$ Chequing and Operating Line isn’t easily done by only the 4 numbers.

Here’s a list of suggestions: State - change to “State/Province/Territory” (universal) Zip code - change to “Postal/Zip Code” (universal) I will let words like checking instead of chequing, color instead of colour, labor instead of labour, and others go as it’s generally understood the software is in U.S. English.

Need to be able to set controls for the following billing actions: Set a minimum billable amount (e.g., 1 hour minimum for all travel time, services, etc.) Round-up to the nearest 15 minute (quarter hour) for all billable hours

Need more than one service to increase for rate increase and the project cannot be locked out from making changes, deleting, and starting over. The logic is that Principle, Technician, Administration, and Travel are all going up at the start of 2027 by a different dollar amount each but I can only select one service, and then the project becomes unavailable to add another rate increase.

A way to see/confirm and edit a product's category in the Library without needing to go into Full Product Details side window.

Start timer button only starts the timer for an active task you are completing, however, adding the ability to either start the timer or log time prevents users from having to go into timelogs page to log time for a past date/time.

Great work on the Team section, and have feedback in 3 areas to align with employment regulations.

Ability to set quotes as a trigger set in automations.

We would love to see a label function for a label printer that would easily print labels for incoming shipments with our branding and the location/area and quantity of the items with an image and brief description. We had this with our previous software, and the inclusion of a QR code that takes you to the installation instructions would be a big plus!

would there be a way to show the cumulative total for a parent item with it's subitems costs?

No space to give option for filling in the checklist items and instead the title of the checklist gets duplicated below

ability to delete a bill

Ability to add roles / information to the Vendor Reps section to track contacts for a specific vendor more clearly. I.e. Brian is our “Sales Rep”, Donna is “Admin/Front Desk” but she receives almost all our communication, Victoria is “Accounts Payable” etc.

Would love the ability to crop an uploaded image on the forms page when creating a form

Please add the ability for multiple stakeholders to be added to a project. When there is a household, a minimum of 2 stakeholders should be visible and each would have their one engagement in comms for a project. Yet for commercial projects, we will have up to 6 stakeholders for one project. When we have a commercial project, we add the contact for the accounts payable as the primary stakeholder (for invoice delivery), but we need more than one option because A/P is not the key decision maker and the legal ownership (signatories) really needs to be clear. When we have a residential project, we add all the people in the household that are decision makers. For example, this may be a homeowner and their spouse, but could also be a developer and their project manager.

Would love to either have more options that are closer to our brand’s font, or be able to upload a font as needed

would love to be able to see the actual fonts so we don’t have to aimlessly pick and see what each one looks like

need to have the ability to move product order freely and customize. major benefit for organization, grouping, consistancy and relationships of products