Feature Requests

Auto Nudge tasks or Manually or both!

noticed a gap in the staff profile structure that’s creating friction for both reporting and automation. Currently, Albi defines a user’s Role (e.g., Field Technician, Office Admin), but there’s no field to define their Employment Type (e.g., Hourly, Salaried, Contract, etc.). These are two different concepts. Role = what someone does, while Employment Type = how they’re paid and tracked. Customer + internal use case: We’re building time tracking dashboards where salaried staff need to be excluded from automatic lunch deductions. Right now I'm relying on workarounds like filtering by Notes or Timesheet Type which isn’t scalable. Proposed solution: Add to the staff profile: Employment Type field (e.g., Hourly, Salaried, Contractor, Intern, Temp, On Leave) Optional Salary Amount Why this matters: Reduces manual entry if default time behavior can be tied to employment type Improves data integrity between Albi Staff and Albi Staff Timesheet datasets Can unlock future automation (e.g., pre-filling hours, accurate time-tracking, skip automated tasks for interns/inactive staff) Enables scalable reporting for payroll, workforce, permissions logic

Ability to create a Smartview in Staff>Tasks or Save Filters Add columns for Customer Name and Project Address, given the customers naming convention does not contain either.

Any permission that is “add and delete” together should be separated. Everyone should have access to add, but only a select few should have access to delete.

The ability for technicians to only view projects that they are assigned to under a certain status. For instance, The technicians can only view the projects that they are assigned to and marked "In Progress".

The ability to move a project's status should be a controlled, assignable permission. -Noah

The Staff Notes are really helpful. I would bring more value if we can assign a team member to receive notifications when we create new notes.

I need to separate the open and close permissions for the office administrator. Currently, these permissions are tied together, and I would like to manage them independently to better control access.

Ability to select all staff when adding people to an event

We'd like to be able to view user activity across the platform. This would help us manage and train or employees more easily within the Albi software