Feature Requests

There have been many times I have created and sent a document to a client, the client decides they want to make a couple of changes, and then I have to cancel and redo the entire document. It would be more efficient if there was an edit feature (prior to a signature being obtained). This way I could edit and resend the documents back to the clients. It is quite a hassle to have to delete the entire document and redo it all again.

While creating a Note in Project Timeline, it would be very useful to be able to create a Task based on the note (it would just pull the note into the Task, and then adjust text as needed)

Pop up alerts on a project and relationship level. Ability to apply a status to determine priority

When you select a date for a date field, it should automatically pull the current time, I would like to see this on mobile and desktop.

Instead of it saying the email comes from Albi have it state the actual company or staff members email.

The majority of time, techs are base users and only have access to the mobile app. Can we add the ability for them to be able to edit their own timesheets there when they have that permission enabled?

Add push browser notifications of what is in the notifications bell. They will in turn kick to windows, ios and android notifications. The ability to select notification for push would be a great addition to the roadmap as well.

It would be an awesome feature for my account managers to have a business card scanning feature that would auto upload the Company and Contact Info. Just a thought.

printable job schedule

Allow main pages such as PROJECTS to better utilize the screen real state available on the desktop. Currently restricted to 3/4 of the screen and capped at 20 records. Would love to see it removed from the binding box and just utilize entire page in order to view more information.