Feature Requests

Being able to add tags to jobs like you would clients. Would help with reporting.

Ability to make entries in the job tracker after the job has been moved to completed.

Converting a previous job to quote. Sometime jobs are the exact same except sizes change or pricing and the customer needs a quote for approval before we can proceed. It would be nice to be able to just convert a previous job to a quote.

I requested this years ago but wanted to mention it again. CSRs are constantly typing the same info. in job trackers. As a workaround I created some keyboard shortcuts with pre-defined text so I can save time and speed up the process. But it would be nice if we had a drop down of options to select so all CSRs would be uniform in the language used with the job tracker. For Example: Standard CSR Job Tracker Notes: -Confirm PO received. -Need Order Confirmation. -Need proof. -Proof sent to client. Need proof approval. -Proof approved. Need ship date. -Ship Date: -Need tracking. -Need shipping/freight amount. -Pre-payment request sent to Accounting...confirm payment was sent out.

Adding the Ship on Functionality that was implemented during the 2025 Spring Release to SOs would be beneficial to partners because it would save time, help avoid potential errors, and would also allow packing slips that are created internally from the SO to show the information.