Feature Requests

When creating a new estimate in the work book, when a new line items is created, the new line item should be populated at the bottom of the list. Currently the new line is populated at the top of the list and we need to reorder the list.

Changing quantities in line items.. should be able to hit enter after you entered in desired quantity and the quantity should stay at desired amount and not revert back to initial quantity. If i were to change the quantity of our 001 line item to 2 and hit enter, it would revert back to 1. I know this isn't a huge deal, but would be just nice to just hit enter to finalize the line item.

the created date updating for the work order moving over to a purchase order, this is currently not available with in Workbook orders in Albi.

When we create an opening statement in our estimate, when printing out the estimate, the first pages is very bland looking. It would be great if we can add in our company log and information to the opening state as well just like the estimate itself which has the company logo.

As the title says, please have the system ask if we want to save when the escape key is pressed. I've lost my progress when writing estimates because of hitting the esc button on the wrong window. Also an autosave feature when writing estimates would help. thanks!

Functionality to reorder the workbook as needed. Sometimes we complete a workbook but then realize we needed to add in an additional item. Right now the new line is always going to be at the end of the workbook but we need it to show in the middle of the workbook items that were already created.

When you export an estimate to a PDF, can you have an option to remove the "sub Category verbiage" from showing up. Sometimes on longer estimates its hard for the customer to figure out what price on the right belongs to what description on the left side due to the multiple lines on the left side of the estimate.

Workbook currently pulls tax rates based upon pricelist given. The price list is a neat feature but sometimes tax rates are not as accurate.