Client Birthdays

I ask for client's birthdays, favorite treat, mailing address etc. Would be nice to see who is having a birthday this month or what treat we might want to bring to the next meeting without having to go to the questionnaire. This isnt easy to access while in the field without an app. Could be added as optional fields in the contacts section so we could atleast export to excel.

Tangela Brown 11 minutes ago

💡 Feature Requests

There is no confirmation when generating POs from and invioice. It's easy to make duplicates without a confirmation, and there is no way to bulk delete extra POs that are generated.

Annie de Castro 14 minutes ago

💡 Feature Requests

I’ve downloaded contractors floor plans to draw a 3d rendering but I can’t enter floor surfaces unless the rooms are closed. This is an open plan with different floor types- I tried to make a 5” short wall like a curb to close off the room and that didn’t work- any ideas?

Thank you!!

Nancy Powell About 1 hour ago

💡 Feature Requests

Invoices-Multiple Payments

I love to create one large Invoice with products, design fee, electric, woodwork, etc on one Invoice so that clients have a true full amount. I would love to see multiple payments (other than a deposit and remaining) in one place so that clients can track easier. I have had several clients ask if I had already invoiced them for something that was not yet because of multiple Invoices. Thank you for considering! Mackenzie

Mackenzie Whitaker About 2 hours ago

💡 Feature Requests

Favorite's

I am not sure if this would benifit everyone, but I have a list of favorite items I specify on all our jobs (toilet’s, grout, metal trim edging etc..) is this something that we would be able to add to the items list?

Sarah & Amanda About 2 hours ago

💡 Feature Requests

SEARCH BAR

A search bar on the home page would be great.

Michele Spadavecchia About 3 hours ago

💡 Feature Requests

Task Features:

when working with clients I coach them along their projects and like to share my to do list with them to keep the communication open. the program I use is trello. the features I like in trello is it’s a simple visual of tasks going on in their project and I love submitting a pictures too. In Design Files tasks, is there a way to share the list with the client? I would love to include it with presentation (quick visual for their next steps for them to take and the tasks I will also be doing in their project). And is there a way to include a picture? thank you Amanda

Amanda Martinez About 4 hours ago

💡 Feature Requests

Create an API so we can integrate with other efficiency tools like AI, please!

Brooke About 4 hours ago

💡 Feature Requests

Packages Purchase Preview- Beyond Setting Up The Page

Before clients purchase a package, we would love to have a way to walk through/see the whole client experience after a package is purchased (without having to purchase a package) to ensure that all looks correct and the entire process goes smoothly. Since there are a lot of parts to getting set for this service: attaching correct questionnaire, getting confirmation email, sending contract, calendar link, etc….what does this all look like on the client’s end after they purchase?

Lara Michelle About 15 hours ago

💡 Feature Requests

Custom Status wording for PO Tracking/Payment Status drop down menus

Meredith McKenzie 1 day ago

💡 Feature Requests

My team needs a feature for a 3D room scan. I currently do it with the LiDAR on my iPhone in the Canvas program then we edit the floor plan in SketchUp. Having the software in DF would save us time and money. Houzz Pro and Homestyler currently have this feature. It would be great to incorporate the feature in Design Files on the floor plan tab, or better yet, have an app that's easy to get to while on the run with a client! If this tech isn't an option, it would at least be nice to load a Canvas file (even a pdf) directly to DesignFiles and be able to edit and not have to trace over it. This takes a lot of time and often I don't have the window design options (such as arches) and such that I need to be accurate. Thank you!

Tami Espinoza 1 day ago

💡 Feature Requests

Wall Adjustment Direction

We would like to be able to select which direction wall adjustments will occur. When we make a wall dimension adjustment on a room that has other walls already drawn, the other walls move but we don’t know what direction it will move. We would like to be able to select whether the adjustment come from the start or end of the wall

Grayson Pratt 1 day ago

💡 Feature Requests

Project Management Command Center

Create a Project Management functionationality command center available with Contacts, Products, etc. Here you could see all tasks, a Project Tracker, Daily Calendar, Financials, etc.

Kate Thacker 1 day ago

💡 Feature Requests

FF+E procurement interactive schedule.

I switched to another software because I love design files but hated having two programs just because DF doesn’t have FF+E procurement feature

Ramona Manea 3 days ago

💡 Feature Requests

My fee can vary, so can we have the option on the dollar field on the Packages to be a $ range, not just a fixed amount? When it flows over we could then update with the exact amount before invoicing.

Sherri Merulla 4 days ago

💡 Feature Requests

Move an Invoice created in Financials to a Project!

I like the current feature where we can create an invoice in financials when a customer hasn’t become officially onboarded, but when they do, WE NEED to be able to move that invoice to their project.

Michelle Ethridge 4 days ago

💡 Feature Requests

Standard Setting-Efficient Background Removal

DESIGN FILES STANDARD FEATURE REQUEST: BACKGROUND REMOVAL TOOL: When we pull in a new product to a design board, we need it to stop doing only a 20% removal of a white color. It washes out the photo and doesn’t actually remove the background, and if we forget that we have to adjust literally every single image, the quality of our presentations goes down rather than up which is DF’s aim. I believe most of us would agree that it would be better to do the full fledge Magic Remover automatically and we can edit from there bc 9.5x/10 magic remover gets it right, but Simple Auto Remover gets it right maybe .5/10 times. I realize that the Magic Remover Tool is for pro accounts, so maybe this is also a pro feature setting. TIA!

Charley Harold 5 days ago

💡 Feature Requests

Standard Markup Setting

DESIGN FILE STANDARD SETTINGS: MARKUP: I need there to be a standard markup of 40% (an industry standard) on all items and for me to have to change that. Not 0% because what if I forget?! If DF doesn’t want to have an across the board standard, let us have a company setting that determines this. TIA!

Charley Harold 5 days ago

2

💡 Feature Requests

Transfer of invoice details to Google Sheets for shipper/receiver/delivery to client on reveal day. As I build my biz, I have now found a shipper/receiver who is also a mover. We are using Google Sheets to list each item, supplier, whether shipped yet, courier, tracking #, expected delivery date, delivery confirmed, delivery received, in warehouse. With the Sheets, both the receiver and I can update the info/add items/confirm receipt of items as they come in, so we all now what is going on in real time. You apparently do not yet have a transfer of info from an invoice to Google Sheets. Your help desk asked me to post a request here, so here it is :).

Heidi MacKay 6 days ago

💡 Feature Requests

Grouping Items for Invoices

I would like to be able to group individual items for an Invoice, but still see the items being used. Currently, when we group items together, only the top line item is visible to the client. I want to show them the drapery, trim, hardware images, but with a merged price.

Robin Daly 6 days ago

💡 Feature Requests