Inbox sorting - ability to sort the inbox by "Date"
Allure Homes NC has requested a date sorting option for the invoice inbox in the V2 product. Mike Mizell reported that he prefers to view his oldest invoices first, but the current inbox layout requires him to scroll to the bottom of the list to find them, as no date-based sort is available at this stage. Current Behavior: Within the V2 inbox, users can currently sort invoices by project, vendor, and file name. No option exists to sort by date. Date sorting is only available downstream, in the Accounts Payable system, once invoices have already left the inbox. Requested Enhancement: Add a date sorting option to the invoice inbox in V2, alongside the existing project, vendor, and file name filters. This would allow users like Mike to prioritize.
Rizza about 8 hours ago
Inbox sorting - ability to sort the inbox by "Date"
Allure Homes NC has requested a date sorting option for the invoice inbox in the V2 product. Mike Mizell reported that he prefers to view his oldest invoices first, but the current inbox layout requires him to scroll to the bottom of the list to find them, as no date-based sort is available at this stage. Current Behavior: Within the V2 inbox, users can currently sort invoices by project, vendor, and file name. No option exists to sort by date. Date sorting is only available downstream, in the Accounts Payable system, once invoices have already left the inbox. Requested Enhancement: Add a date sorting option to the invoice inbox in V2, alongside the existing project, vendor, and file name filters. This would allow users like Mike to prioritize.
Rizza about 8 hours ago
Keyboard Shortcut Conflict: Invoice Navigation vs. Text Editing
I am experiencing a conflict with the keyboard shortcuts for navigating between previous and next invoices in BuilderPad Finance (inBuild). The current assignment of `Ctrl + Left/Right Arrow` interferes with my habitual use of these keys for word-by-word text navigation when typing notes, a common function in many applications. This causes me to accidentally navigate away from the invoice I am editing, leading to frustration and requiring me to go back and re-type. I would like to request that the 'prev invoice/next invoice' keyboard shortcuts be changed to the `Up/Down Arrow` keys, as this would resolve the conflict and align better with navigating a vertical list of inbox items.
Mike Mizelle about 1 month ago
Keyboard Shortcut Conflict: Invoice Navigation vs. Text Editing
I am experiencing a conflict with the keyboard shortcuts for navigating between previous and next invoices in BuilderPad Finance (inBuild). The current assignment of `Ctrl + Left/Right Arrow` interferes with my habitual use of these keys for word-by-word text navigation when typing notes, a common function in many applications. This causes me to accidentally navigate away from the invoice I am editing, leading to frustration and requiring me to go back and re-type. I would like to request that the 'prev invoice/next invoice' keyboard shortcuts be changed to the `Up/Down Arrow` keys, as this would resolve the conflict and align better with navigating a vertical list of inbox items.
Mike Mizelle about 1 month ago
Phone Number/Email Address
When creating a new project, include an area to input their phone number and email address. Have this information easily accessible/viewable below their address on the app and desktop at all times.
Danielle Gundrum 3 months ago
Phone Number/Email Address
When creating a new project, include an area to input their phone number and email address. Have this information easily accessible/viewable below their address on the app and desktop at all times.
Danielle Gundrum 3 months ago
Adding Multiple Checklists to Schedule Items
The ability to add checklists to schedule items is great! Thank you for implementing this. Any way to have the ability to add multiple checklists to the same schedule item? I had developed separate checklist templates for each of our milestones and once a schedule item has a checklist attached, it does not populate to be able to receive another.
David Clark 7 months ago
Adding Multiple Checklists to Schedule Items
The ability to add checklists to schedule items is great! Thank you for implementing this. Any way to have the ability to add multiple checklists to the same schedule item? I had developed separate checklist templates for each of our milestones and once a schedule item has a checklist attached, it does not populate to be able to receive another.
David Clark 7 months ago
Sorting Capabilities - Variants
Sorting and/or search capabilities in the Variants types and choices areas of Default Settings.
Amanda Gerding 7 months ago
Sorting Capabilities - Variants
Sorting and/or search capabilities in the Variants types and choices areas of Default Settings.
Amanda Gerding 7 months ago
Remove Photo Option from Selections Export
The option to not a display a photo on the PDF export for individual selections items. The line would then only be as tall as the text. Ex:
Amanda Gerding 7 months ago
Remove Photo Option from Selections Export
The option to not a display a photo on the PDF export for individual selections items. The line would then only be as tall as the text. Ex:
Amanda Gerding 7 months ago
Color Assignment to Individual Schedule Items
Would it be possible to assign different colors to schedule items. This request goes in tandem with the request to be able to hide the Schedule phases.
David Clark 7 months ago
Color Assignment to Individual Schedule Items
Would it be possible to assign different colors to schedule items. This request goes in tandem with the request to be able to hide the Schedule phases.
David Clark 7 months ago
Hiding the Phases in the Schedule to just publish the Schedule Items
By having the ability to hide the phases of a job, only the schedule items would show. This would be useful to see the workflow in the Calendar and Gantt views. Now, the extended length of time for each phase confuses these views. The colors of the phase and corresponding items all blend together.
David Clark 7 months ago
Hiding the Phases in the Schedule to just publish the Schedule Items
By having the ability to hide the phases of a job, only the schedule items would show. This would be useful to see the workflow in the Calendar and Gantt views. Now, the extended length of time for each phase confuses these views. The colors of the phase and corresponding items all blend together.
David Clark 7 months ago
Ability to move a Schedule Offline to Edit
Would like to have the ability to only edit the schedule in the offline mode, then switch it back to online for viewing purposes. Right now, even on the mobile app, changes could be made at any point. This would act as a safeguard
David Clark 7 months ago
Ability to move a Schedule Offline to Edit
Would like to have the ability to only edit the schedule in the offline mode, then switch it back to online for viewing purposes. Right now, even on the mobile app, changes could be made at any point. This would act as a safeguard
David Clark 7 months ago
Favorites
A way for clients to mark which selection items they like, without full-out approving the item. Similiar to a wish list or ‘favorites’ function on many shopping sites. Example: Client is deciding between 3 hardware options. They can ‘star’ them to remember the items they’re deciding between next time they log in. A plus would be if those could be exported into a similar doc like the Selections PDF Export or filtered out somehow.
Amanda Gerding 8 months ago
Favorites
A way for clients to mark which selection items they like, without full-out approving the item. Similiar to a wish list or ‘favorites’ function on many shopping sites. Example: Client is deciding between 3 hardware options. They can ‘star’ them to remember the items they’re deciding between next time they log in. A plus would be if those could be exported into a similar doc like the Selections PDF Export or filtered out somehow.
Amanda Gerding 8 months ago
Move posts between project activity feeds
I want to be able to move a post from one job's activity feed to another. This is important because if I record a walkthrough or post content in the wrong project by mistake, I currently have to manually download and re-upload it, which is time-consuming and can lead to upload errors.
David Clark 8 months ago
Move posts between project activity feeds
I want to be able to move a post from one job's activity feed to another. This is important because if I record a walkthrough or post content in the wrong project by mistake, I currently have to manually download and re-upload it, which is time-consuming and can lead to upload errors.
David Clark 8 months ago
In Progress
Tagging Selection Items and/or Options - Setting Selection Upgrade Level
The ability to mark selection options by level i.e. standard, level 1, level 2, etc. Selections could then be sorted by level in the project. Useful if client only wants to see standard items, level 1, etc.
Amanda Gerding 10 months ago
In Progress
In Progress
Tagging Selection Items and/or Options - Setting Selection Upgrade Level
The ability to mark selection options by level i.e. standard, level 1, level 2, etc. Selections could then be sorted by level in the project. Useful if client only wants to see standard items, level 1, etc.
Amanda Gerding 10 months ago
In Progress
Retain Option Order
Retain the options’ order from the library when loading into a project. When I add an item to a project, in rearranges this order of the options.
Amanda Gerding 10 months ago
Retain Option Order
Retain the options’ order from the library when loading into a project. When I add an item to a project, in rearranges this order of the options.
Amanda Gerding 10 months ago
In Progress
Request Quote Placeholder
The ability to not enter a price for a selection but instead have a ‘Request Quote’ placeholder.
Amanda Gerding 10 months ago
In Progress
In Progress
Request Quote Placeholder
The ability to not enter a price for a selection but instead have a ‘Request Quote’ placeholder.
Amanda Gerding 10 months ago
In Progress
Global Project Start Date Adjustment for Existing Projects
Allow users to adjust the start date of an existing project, which will automatically shift the start and end dates of all associated tasks and schedule items proportionally, maintaining their dependencies and durations.
Amethyst Candy 11 months ago
Global Project Start Date Adjustment for Existing Projects
Allow users to adjust the start date of an existing project, which will automatically shift the start and end dates of all associated tasks and schedule items proportionally, maintaining their dependencies and durations.
Amethyst Candy 11 months ago
Checklist Push Notification
Add checklists to push notification system. When a checklist item is assigned to someone, it should notify them. -ability to add due dates and reminders to those items w/ notifications
Amanda Gerding 11 months ago
Checklist Push Notification
Add checklists to push notification system. When a checklist item is assigned to someone, it should notify them. -ability to add due dates and reminders to those items w/ notifications
Amanda Gerding 11 months ago
In Progress
Reusing Selection Groups
The ability to reuse selection items in templates and simply change the cost code/location. Example: Cabinet Door Style We offer 5 door styles, but I need to be able to select a style for different locations. Since the door styles offered don’t change per location, I want to create one group in the Selections Library and then reuse those options in different areas designated by a different cost code and/or location. Currently, the only way to do this is cloning the group and changing the name i.e Kitchen Perimeter Cabinets, Island Cabinets, Powder Bath Cabinets, etc. The issue I have here is that should there be a change in the future, I’ll have to edit each individual group even though only one option may have changed (adding or deleting a style). Leaves room for error.
Amanda Gerding 11 months ago
In Progress
In Progress
Reusing Selection Groups
The ability to reuse selection items in templates and simply change the cost code/location. Example: Cabinet Door Style We offer 5 door styles, but I need to be able to select a style for different locations. Since the door styles offered don’t change per location, I want to create one group in the Selections Library and then reuse those options in different areas designated by a different cost code and/or location. Currently, the only way to do this is cloning the group and changing the name i.e Kitchen Perimeter Cabinets, Island Cabinets, Powder Bath Cabinets, etc. The issue I have here is that should there be a change in the future, I’ll have to edit each individual group even though only one option may have changed (adding or deleting a style). Leaves room for error.
Amanda Gerding 11 months ago
In Progress
Export Selections Library
The ability to export the entire selections library for data validation. Need a quick way to see everything that has been inputted for maintenance.
Amanda Gerding 11 months ago
Export Selections Library
The ability to export the entire selections library for data validation. Need a quick way to see everything that has been inputted for maintenance.
Amanda Gerding 11 months ago