Integrations

Please show the address next to the job number when searching a customer - we have customers with various addresses, so this would allow you to select the correct job number without clicking each job.

Final output (PDF) of the workbook is difficult to read, due to half the text being in bold letters and utilizing multiple text lines per actual line item. Can we either number the line items or fix the formatting of the Workbook PDF so that it is easier to read/understand?

Simple integration with Docusketch would be sweet. I'd ask for a simple one, and follow up with deeper integration later. If there was just somewhere in a project's basic information for a Docusketch hyperlink to live, that'd be sweet.

It has been requested if when importing the photos from Encircle if we can divide them by folders as they are in Encircle.

When a customer is updated in Albi, the contact information does not get updated as well (ie, address, phone number). Would like if a customer gets updated in Albi that all the Customer information will update on the QBO side as well. - Submitted on behalf of Marie/Romexterra

Please add the integration where XERO pushes to Albi with the accrual amount. This will help keep my financials easy to see at a glance.

When trying to add a new Albi account to start building an automation for the account you get an error saying the app returned "Code not found" .This becomes annoying as sometimes it makes you repeat the process for over 20+ times.

To help troubleshoot automations when users sync contacts b/w Albi + an external app. If a contact is created with a certain input that's invalid to the external app = errors, data loss, confusion. By adding this field, we can automatically notify the user data did not sync and steps to take appropriate action. Saves everyone time.

There's currently no way to differentiate whether a project's customer is a contact or an organization. Additional fields/keys to help tell them apart would be very helpful when automating correspondence.