Feature Requests

Add an undo command especially for Project editor. Example: If an item or items is accidentally deleted from a project, 'undo' should restore it.

Undo, undo, undo. Undo? Also, undo.

Having the ability to attach a product spec sheet to an item, so that a product info bundle can be generated from them would be useful for submittals to a GC or A&D With this generate an index of sheets by location/system etc, so that you can click through from the index to the page in the PDF bundle for the respective sheet.

This function should be selectable by user as not all users of SI would require it. This would be excellent for tracking time with project designers and engineers, and the option to split the time between project statuses would be advantageous so that pre-sales design can be separately calculated. Once a project is accepted and opened for editing, a prompt can automatically pop up to ask if the user would like to apply the time to a new/existing CO or subtract from the calculated design time of the accepted project when developing drawings. If two or more project editors are opened at one time, SI can prompt you to make a project inactive and pause time or continue tracking time for both when changes are made in the other project editor.

We have products in our catalog that require a quote from a manufacturer (like lecterns or custom hardware/wall plates/etc) before they can be ordered. There's no way to know the exact price since it can vary wildly with features desired. It would be useful to have a catalog item on the Price Tab to be able to be flagged as requiring a quote - and then the pricing fields remain grayed-out. When the part is added to a project, the user is prompted for the quoted cost price, sell price (margin/markup), with required fields of Quote Number and Date. It might be nice to be able to put the Quote Expiration date as well.

We need to see who has updated what in the catalog, just like history for projects but perhaps not all of the information. The most important is costing.

The ability to import .doc or .docx files as the scope of work. It's 2020, THIS IS WAY TOO LONG OVERDUE!!!! Also, the ability to add images into the scope of work.

We have a few client for whom we did a install, and now they added more, and we want to handle it all under 1 big project

Would love to have Mobile Install as an app that can be put on mobile devices versus being on a web browser.

A quantity field and column that would allow the user to collapse an item with a quantity greater than one into a single line item (similar to the way accessories function). This would free up a considerable amount of screen space while making the project environment considerably more manageable. This method would maintain the ability to enter unique details for each item (such as serial #). A quantity column would be added that automatically displays the total number of items associated with each grouping (or 1 if there is only a single item).