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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.

Refreshing Page

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Finalize your contracts with the speed and professionalism your brand deserves. This module transforms the final step of your proposal process into a seamless, digital experience for your clients.<ul><li>Seamless Document Execution: Upload your custom contracts or agreements and send them directly to clients for a secure digital signature.</li><li>Reduced Friction: Eliminate the "print-sign-scan" cycle, allowing clients to sign from any device, anywhere in the world.</li><li>Automated Tracking: Monitor the status of your agreements in real-time—know exactly when a document has been viewed and when it’s been finalized.</li><li>Secure Document Vault: Automatically store signed agreements within the project files for a permanent, organized record of every approval.</li></ul>

Agreements

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 <code>{date}</code>, <code>{PO_number}</code>, <code>{vendor_name}</code>, 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.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69f2a93230b2e6f722cecc2a/post/6a11072d61a275ce789c4e6d/019e5284-b35a-7c2e-a575-bc08b5929009/b64u-aW1hZ2UucG5n.png" src="https://69f2a93230b2e6f722cecc2a.featurebase-attachments.com/c/post/6a11072d61a275ce789c4e6d/019e5284-b35a-7c2e-a575-bc08b5929009/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260526T220000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260526%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=cae9541643b6b2b6fce415707e2e9492e697e8b4f93371471e587d0612e02312" data-featurebase-content-filename="image.png">

File renaming convention throughout

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

Budget by Category

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.

Clipper

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

Drag-able Product Tiles

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

Saving in edit mode automatically closes the estimate

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

Estimate Version History

Implement autos-save across Indema

Autosave

Issue Tracking

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.

Deposits, Retainers & Discount Toggle $<->% on Invoices

Implement error codes with detailed descriptions across Indema

Detailed Error Codes w/ Descriptions

Eliminate the chaos of email attachments and fragmented folders. Our documentation hub serves as the definitive library for every asset, ensuring your team and clients are always looking at the latest version.<ul><li>Unified File Management: Upload and organize project-specific files, technical drawings, and contracts in one secure location.</li><li>Seamless Client Sharing: Instantly publish select documents to the Client Portal, providing a professional and transparent experience for your stakeholders.</li><li>Permissions-Based Access: Maintain total control over who sees what—keep internal drafts for the team while sharing final versions with clients.</li><li>Collaborative Library: A high-speed repository designed to handle high-resolution assets and project-critical documentation.</li></ul>

Centralized Documentation

Move beyond generic chat and bring your conversations into the heart of your projects. Comms is a powerful, integrated communication hub designed specifically for design and project workflows.<ul><li>Contextual Channels: Automatically sync conversations with specific projects or maintain private individual and group threads.</li><li>Deep System Integration: Tag invoices, estimates, POs, and tasks directly in your chat to provide instant context without switching tabs.</li><li>Centralized Asset Hub: A dedicated space to track every file, link, and document shared across your organization.</li><li>Searchable Intelligence: Tag specific conversations and messages for rapid reference later, ensuring no decision is ever lost.</li></ul>

Comms

Allow line by line mapping and obvious error codes similar to timelogs

Completed

Products: Update Import Functionality

Bridge the gap between your design workflow and your accounting ledger. This high-integrity sync ensures that your financial data is accurate, up-to-date, and consistent, regardless of which platform you are working in.<ul><li>Seamless Invoicing &amp; Expenses: Sync invoices, purchase orders, and expenses between platforms with full support for tax rates and categories.</li><li>Two-Way Status Updates: When an invoice is marked as paid in QuickBooks, the status updates automatically in your project dashboard.</li><li>Contact &amp; Vendor Mapping: Keep your client and vendor lists synchronized to prevent duplicate profiles and maintain clean, professional records.</li><li>Error-Free Accounting: Reduce the risk of human error by automating the transfer of complex project financials directly to your books.</li></ul>

QuickBooks Integration

Beyond a simple stopwatch, Timelogs 2.0 is an analytical engine that transforms raw data into actionable intelligence. Gain a comprehensive understanding of your firm’s efficiency and resource allocation.<ul><li>Performance Metrics: Monitor team health with high-level averages, including hours per day and total days logged.</li><li>Profitability Tracking: Instantly visualize your billable vs. non-billable ratios and billable percentages to protect your margins.</li><li>Granular Data Slicing: Use advanced multi-dimensional filtering to view time by specific project, activity type, or status.</li><li>Utilization Oversight: A holistic command center that reveals exactly where your team’s energy is being spent in real-time.</li></ul>

Timelogs 2.0

Elevate your client experience by bridging the gap between billing and payment. This integration removes friction from the "final mile" of your projects.<ul><li>Instant Online Payments: Enable clients to pay invoices via credit card or ACH with a single click.</li><li>Automated Bookkeeping: Watch your project financials update in real-time as payments are processed.</li><li>Professional Branding: Offer a secure, Stripe-powered checkout experience that reflects the quality of your brand.</li><li>Global Readiness: Accept payments in multiple currencies and local methods effortlessly.</li></ul>

Stripe Integration

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.

Clipper Feature Request

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.

Formal Release-to-client workflow

No formal release-to-client workflow

Tabbed group by for categories within products

Products: group by room, category, vendor

Updated functionality within estimates, invoices and POs

Finances 2.0

Updating settings center for easier navigation

Settings 2.0

Move beyond static spreadsheets and delayed reporting. This command center provides a live, 360-degree pulse of your firm’s financial health and operational performance, built directly into your interface.<ul><li>Live Financial Ecosystem: Monitor Profit &amp; Loss, tax liabilities, and real-time payment statuses without ever clicking "Export."</li><li>Operational Transparency: Track task efficiency and team performance metrics to identify bottlenecks before they impact your margins.</li><li>Granular Asset Tracking: Access dedicated reports for products, purchase orders, and time logs to see exactly where your resources are allocated.</li><li>Instant Availability: Ditch the PDF downloads. Every data point is updated live and ready for analysis the moment you open the dashboard.</li></ul>

Testing / QC

Advanced Reporting

Next Up

Purchase Orders: Attach receipt to payment record

Help Center

Improved

Fixed

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theindemacompany

Used for billing related and account related issues.

Used for custom development inquiries and support

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