Users spend significant time manually downloading and renaming files before attaching them to records. Request: Add a Document Naming Convention setting that automatically renames files on attachment using a configurable template -- tokens like {date}, {PO_number}, {vendor_name}, etc. If a token can't be resolved automatically (like an order number), prompt the user to enter it at time of attachment. Result: Consistent, searchable file names across the document center, grouped cleanly by type (PO Attachments, Invoice Attachments, etc.) -- without any manual renaming.

For some reason the spec code isn’t generating on import. See attached loom. https://www.loom.com/share/3ab734ed54cc4a21bbf86b5016c090e4

We are aware of a bug where service based line items are not transferring to invoices/estimates PDF export, and in some cases on the client view will be pushed to a new section all together.

Input Freight as a product (filled in the amount under the freight section for costs) and when I put it on the estimate, the freight amount didn’t transfer.

There is a bug that prevents payments from being recorded, and an error shows: Invoice "none" not found.

Customer reported that PDF export of an invoice was mostly blank. They tried troubleshooting steps including updating Chrome, clearing cache, and restarting. Initially, the bot suggested checking chat widget obstruction and specific toggles (Line items, Totals, Respect Collapsed Sections) in the Export Invoice PDF modal. After escalation, an admin confirmed a bug related to exporting PDFs with services. As a workaround, a new invoice (INV10427) was created, and the issue has been escalated to engineering. The customer was advised they could rename the new invoice to the original number (INV10426) if needed.

A home budget could be $3 million, but when we estimate and give allowances, it is given by category (plumbing, electrical, cabinetry, etc), being able to track it that way makes it easier for us to see if we are over or under on certain allowances

It would be great if the project on the clipper didn’t automatically set to one project (or if it did, it was the one you were actively clipping… though I think I would prefer it to just be something you select each time), so that you had to select it when you used it. I have accidentally saved to the wrong project a few times and I feel like this would keep that from happening.

If I refresh the page I am on, example: I just loaded up new products and would like to see them, it takes me back to the project main screen instead of keeping me on the current page. Would love to not have to do that every time I load something new onto a project.

make it harder to accidentally cancel things on the clipper- or have a pop up come up of “are you sure you want to cancel”. My mouse has accidentally clicked it quite a few times now and then I have to redo everything I just did.

Would love to be able to create room categories on a project by project basis. Ex. We have one project right now with a “tumble room”, but that will probably never apply to another project. Adding it to this long list of “possibles” or “one'-offs” just makes it that we are scrolling through a huge list.

Can’t search by parent category on products when assigning to product

Would love to be able to rearrange product tiles in projects, so that we can keep like items together and organize more easily

Deposits, retainers and discounts vary across every project. I would like to see the option to toggle between % and $ for deposits, retainers, and discounts because a discount doesn’t necessarily apply to the whole purchase on the invoice, it may only apply to a product or a service individually on the invoice.

There is no formal release-to-client function. The only way to track is to share the web page and manually mark as sent. This opens the door to crossed wires between clients and designers.

The Add items dialog should recognize the assigned vendor on the PO and automatically filter accordingly.

No way to save and stay in edit mode to keep working. Add a “Save + Add New” and “Save + Continue Editing”

There is no formal release-to-client function. The only way to track is to share the web page and manually mark as sent. This opens the door to crossed wires between clients and designers.

Ability to see the past versions of estimates you’ve created, and revert to those versions if necessary.

Implement error codes with detailed descriptions across Indema