Evan Bollentin
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I have posted about this a few times over the last few years. Never heard anything back from Flex, just people trying to sell custom reports. I'll add my bump here since this is a major feature i...
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Hi all, I enabled the report for Quotes and that worked well. The downside is there is no ability to sort by status, so lost or canceled jobs are included. But by dumping to an excel file that d...
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I 100% agree with Sander. We have been looking at another Software "Rentman" that offers more detailed CRM features, and they allow you to create a project with "sub orders" so you can break a proj...
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Bumping this, getting date changes to update on large trees can be time consuming. It would be nice to have an ability to make sure that all dates on a project syc even with changes vs each element...
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Replying to Nick, that is pretty-much what I do now, but it would be awesome if there was a simple feature addition to make this happen automatically and link back to the associated quotes. Also, ...
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Hey ben, I have sent in a few emails through your site to inquire about some custom reports but I don't know if they have gone through. Do you have a good way to contact you about that?
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Hey Randy, Thanks for your reply and update on this. It definitely feels good to know that progress is going to be made on this. Another option that has been on my mind for a while is a featur...
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Hey Randy, We do this for two reasons and both are Flex related limitations. First, our large projects are so large that we get close to the item line count limit for a document. A recent show tha...
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We use Melio and our quickbooks usually is bad shape. We would love the ability to accept payments directly in Flex and look forward to the news on that. Randy, while the integrations team is at i...
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We use partials a bunch but definitely not perfect. If you leave the items on the original pull sheet does it not hit you twice on availability, since thats acting as a new document with no links? ...