Main Roadmap

"Grouped By" ease of selection

can there be a box next to any of the 'Group By' categories to check and select all products in that grouping?

Integration: SketchUp

Integrate the ability to bring components from SketchUp into Workroom, vice versa.

"Saved" pages

It would be nice to be able to jump between tabs in workroom without it resetting your place. For example: I’m working on products in a specific project with filters to a specific room/category and need to jump over to the documents, comms, timelog, etc. briefly. When I return to the products page for that project the filters have reset and I need to find where I was again.

Canva Integration

At times, I’d like to move an image I uploaded in Canva to a mood board within a project. I can hit the little workroom button, but it brings me to the product clipper. I’d like an option to add it to the mood board or a general image folder for a project.

Vendor Login Credentials

Is there a way to show the vendor login credentials on the vendor page once you click on it? Currently to see that, you have to go into the settings.

Integration: Use Motion

I would love the ability to integrate Motion into Workroom for task management! (www.usemotion.com).

Ability to Input Client Price Directly in Library (not using markup/margin)

I typically sell goods at MAP pricing to clients - I’d like to be able to add this price directly in the product clipper/library without needing to reverse-engineer what my markup is!

Firm logo on contracts

Contracts have no way to show the firm's logo. Echo wants contracts to look like the header on her other Workroom documents, with the logo at the top. Requested: display the firm logo at the top of contracts, matching the header on other documents. First page only works; every page also works.

Project/Revenue Forecasting

Ability to see 30/60/90 days of revenue forecasting.

Setting minimum billable hours & rounding

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

Time Zones & Labels in Calendar

When adding a secondary timezone, the calendar will need to identify which timezone is lists on the left. It’s currently unlabeled. Vancouver is not a timezone and not in PDT. The timezone called “Pacific Time or “PCT” (UTC-7). Not to be confused with Pacific Time in the U.S. that uses PDT (UTC-8) and PST (UTC-7). British Columbia time zone is called PCT Alberta time zone is called ABT Manitoba may have a new timezone name Please note that Toronto has (2) time zones and it is listed incorrectly as EDT only. Here’s the Canadian time zones, but this page will not be accurate as of November 1, 2026.

Drag & Drop

It would be great to have the ability to drag and drop lead phases, project phases, service roles different cases such as the flow or alphabetical order without having to start over.

Distance and Hour for Reimbursable Travel Expenses

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

Additional Reference Services for Rate Increase

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.

Labels

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!

Clickup Integration

IOS / Android App

This has been silently in development, and are nearing completion. ETA as of 9/23/2026: January 1, 2027!

Email Module

Full in and outbound email functionality. Status as of August 6: Awaiting CASA A1 Certification for Google sensitive scopes. Approved scopes and API access, working on DEV as expected.

Integration: Dropbox.

Integrate Dropbox into any component that requires document upload.

Clipper Adjustment

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.

Contact/Vendor/Contractor list sorting.

It looks like contacts, vendors, contractors lists default to the order in which items are created? Is there a way to sort by name? (I know you can use the search feature, but I think having the ability to sort the list would also be helpful)

Archive Products

Ability to archive products in library.

Change Order

Ability to create an manage change orders for the firm. Processes payments as well.

Choose default between markup and margin

All product lines are defaulting to a margin percentage, while our standard is a markup percentage. We’d love to be able to set that as the default program-wide, and have that carry through to the estimates (which only show margin).

Faster PDF downloads for library

Ability to download the PDF from an export quicker.

Ability to upload vendor quote directly to quote.

Ability to upload vendor quote PDF directly to quote so you dont have to add yourself as a vendor rep to do it.

Ability to delete timelog entry from the blocks view

Customize Form Button

For the form submission button, I did find out how to change the color, but I'm wondering if I can change what the button says (meaning on my website).  Instead of "Open Form", I'd like to change it to say something like "Start your project" or "Inquire here". I'd also like to change the font to not be bold and to be more aligned with my website branding.

Lead Source Adjustment

a dropdown from a prepopulated table would lead to more consistency for performance tracking.

Settings > Add ability to delete project type

Add ability to delete project type Remove project and phases from projects associated Have warning pop-up that alerts the person deleting the project type and or phases