💡 Feature Requests
Bundling items in a quote, show all items and it total all the items in bundle
When bundling multiple items together that will example create a pillow, ie. workroom, fabric, trim, fill. Then on the quote the bundle can show individual items but then will show a total cost of the whole bundle. Right now, you can only see the total cost of the pillow if you only show the main items and the other items are hidden from view.
Shannon Scoggin about 1 hour ago
Bundling items in a quote, show all items and it total all the items in bundle
When bundling multiple items together that will example create a pillow, ie. workroom, fabric, trim, fill. Then on the quote the bundle can show individual items but then will show a total cost of the whole bundle. Right now, you can only see the total cost of the pillow if you only show the main items and the other items are hidden from view.
Shannon Scoggin about 1 hour ago
💡 Feature Requests
Static Shipping line on quotes be able to toggle off.
There are too many times that we don't know shipping costs up front. There for we do not typically quote it on our quotes. I'd like to be able to just toggle off the shipping line rather than it say $.0.00 and then have to explain to the client that shipping is not Free that we just don't know if yet.
Shannon Scoggin about 1 hour ago
💡 Feature Requests
Static Shipping line on quotes be able to toggle off.
There are too many times that we don't know shipping costs up front. There for we do not typically quote it on our quotes. I'd like to be able to just toggle off the shipping line rather than it say $.0.00 and then have to explain to the client that shipping is not Free that we just don't know if yet.
Shannon Scoggin about 1 hour ago
💡 Feature Requests
Order Tracker - Allow clickable links for tracking numbers
It would be great if there was a place that we could add the tracking links we receive when items ship so that we could easily click on them to check the status of a given shipment. I could see this going in a new field or adding it to Private Notes
Kelsey Noel about 6 hours ago
💡 Feature Requests
Order Tracker - Allow clickable links for tracking numbers
It would be great if there was a place that we could add the tracking links we receive when items ship so that we could easily click on them to check the status of a given shipment. I could see this going in a new field or adding it to Private Notes
Kelsey Noel about 6 hours ago
💡 Feature Requests
Order Tracker - Entering Dates Should Update Item Status
If I put in a date that an item was shipped for example, I would like the status of that item to updated to “Shipped”. If I enter a date that the item was received in the order tracker, the status should updated to “Received”. I don’t see a reason to have to do this in two separate places.
Kelsey Noel about 6 hours ago
💡 Feature Requests
Order Tracker - Entering Dates Should Update Item Status
If I put in a date that an item was shipped for example, I would like the status of that item to updated to “Shipped”. If I enter a date that the item was received in the order tracker, the status should updated to “Received”. I don’t see a reason to have to do this in two separate places.
Kelsey Noel about 6 hours ago
💡 Feature Requests
Batching outstanding invoices to send to client.
It would be extremely convenient to be able to batch the outstanding invoices including total amount due to the clients through Designfiles via email.
Teresa Strazzabosco 1 day ago
💡 Feature Requests
Batching outstanding invoices to send to client.
It would be extremely convenient to be able to batch the outstanding invoices including total amount due to the clients through Designfiles via email.
Teresa Strazzabosco 1 day ago
💡 Feature Requests
Flip/Invert Floorplan
We design a lot of homes with the same floorplan model, just inverted. Rather than re-drawing the plan, it would be great to be able to flip it.
Cheyenne Alford 2 days ago
💡 Feature Requests
Flip/Invert Floorplan
We design a lot of homes with the same floorplan model, just inverted. Rather than re-drawing the plan, it would be great to be able to flip it.
Cheyenne Alford 2 days ago
💡 Feature Requests
Categorize Order Tracker by Room/Space
It would be helpful to be able to categorize the order tracker by room vs only by store. It gets very muddy when you order from the same place and have to scroll through 100 items to keep track.
Jessica Rattray 3 days ago
💡 Feature Requests
Categorize Order Tracker by Room/Space
It would be helpful to be able to categorize the order tracker by room vs only by store. It gets very muddy when you order from the same place and have to scroll through 100 items to keep track.
Jessica Rattray 3 days ago
💡 Feature Requests
Adding Estimates to the Project Menu
It would be helpful to have a way to send clients high-level estimates or price ranges during the early stages of a project. Quotes feel more formal and fixed, while estimates are needed to provide clients with a ballpark range before the scope and fee
Kathleen Shawberry 3 days ago
💡 Feature Requests
Adding Estimates to the Project Menu
It would be helpful to have a way to send clients high-level estimates or price ranges during the early stages of a project. Quotes feel more formal and fixed, while estimates are needed to provide clients with a ballpark range before the scope and fee
Kathleen Shawberry 3 days ago
💡 Feature Requests
Categorize and Report Project Hours by Service
I would like the ability to assign a service or project-phase category to each time entry and generate a report showing subtotals for each category. For example: Design development Sourcing and procurement Client meetings Site visits Project coordination Currently, I can view the total hours recorded for a project, but I cannot easily see how those hours are distributed across the different services or phases of the project. Ideally, the Service column could be used to categorize each time entry, with the ability to filter, sort and generate a report showing: Total hours for each service category Individual time entries within each category Overall project hours and category subtotals This would make it much easier to evaluate how time is being spent, improve future project estimates and provide clients with a clearer breakdown when needed.
Joy Pontrello 3 days ago
💡 Feature Requests
Categorize and Report Project Hours by Service
I would like the ability to assign a service or project-phase category to each time entry and generate a report showing subtotals for each category. For example: Design development Sourcing and procurement Client meetings Site visits Project coordination Currently, I can view the total hours recorded for a project, but I cannot easily see how those hours are distributed across the different services or phases of the project. Ideally, the Service column could be used to categorize each time entry, with the ability to filter, sort and generate a report showing: Total hours for each service category Individual time entries within each category Overall project hours and category subtotals This would make it much easier to evaluate how time is being spent, improve future project estimates and provide clients with a clearer breakdown when needed.
Joy Pontrello 3 days ago
💡 Feature Requests
Add a "Received" status to the client product tracker.
Right now, the client sees that the item has shipped but it hangs there until the item has been delivered to the client. I would like the client to know when items have been received so they don’t think they are just lost in shipping.
Kelsey Noel 5 days ago
💡 Feature Requests
Add a "Received" status to the client product tracker.
Right now, the client sees that the item has shipped but it hangs there until the item has been delivered to the client. I would like the client to know when items have been received so they don’t think they are just lost in shipping.
Kelsey Noel 5 days ago
💡 Feature Requests
Financials- Custom Report for products
Would love to look at how much volume I am doing per specific products. For ex. Lighting for the year
Jessica Woodward 6 days ago
💡 Feature Requests
Financials- Custom Report for products
Would love to look at how much volume I am doing per specific products. For ex. Lighting for the year
Jessica Woodward 6 days ago
💡 Feature Requests
Updates to Invoices, etc.
The recent updates to the invoices, quotes, etc. are very frustrating. The button to click service/product should not be hidden, the link to product should also not be hidden. It makes it harder to access and remember to click. Thanks!
Megan Mays 6 days ago
1
💡 Feature Requests
Updates to Invoices, etc.
The recent updates to the invoices, quotes, etc. are very frustrating. The button to click service/product should not be hidden, the link to product should also not be hidden. It makes it harder to access and remember to click. Thanks!
Megan Mays 6 days ago
1
💡 Feature Requests
Notifications Going only to assigned Designer
Would be great if only the designer assigned to a project got the notifications, both within the app and the email. Would also be great if you could control what notifications you receive via email vs getting bombarded with a million emails all of the time, for example when a client approves products. We design entire homes at one time and this is always super annoying.
Carleen Laronn 7 days ago
💡 Feature Requests
Notifications Going only to assigned Designer
Would be great if only the designer assigned to a project got the notifications, both within the app and the email. Would also be great if you could control what notifications you receive via email vs getting bombarded with a million emails all of the time, for example when a client approves products. We design entire homes at one time and this is always super annoying.
Carleen Laronn 7 days ago
💡 Feature Requests
Markup on Shipping
It would be great to include a toggle that allows for the markup to be charged to the shipping. In my case, I ship to my receiving warehouse so I am in charge of the item from order to install, if my warehouse is housing their items for years because of project or budling delays, I am at the mercy of insurance. So the invoice will have a total per line of the cost, shipping, and markup totaled in each line item. Also, be able to total each line including the cost, shipping, and markup in one line and not separate the shipping on the bottom of the invoice. When I go to purchase something online for example, I am seeing the total combined cost on the quote/order but in terms of the invoice on designfiles I have to add the shipping cost to the product to see if I am accurate in pricing and to make sure there are no errors.
Dana Radin 7 days ago
💡 Feature Requests
Markup on Shipping
It would be great to include a toggle that allows for the markup to be charged to the shipping. In my case, I ship to my receiving warehouse so I am in charge of the item from order to install, if my warehouse is housing their items for years because of project or budling delays, I am at the mercy of insurance. So the invoice will have a total per line of the cost, shipping, and markup totaled in each line item. Also, be able to total each line including the cost, shipping, and markup in one line and not separate the shipping on the bottom of the invoice. When I go to purchase something online for example, I am seeing the total combined cost on the quote/order but in terms of the invoice on designfiles I have to add the shipping cost to the product to see if I am accurate in pricing and to make sure there are no errors.
Dana Radin 7 days ago
💡 Feature Requests
Uploading CAD files to then create furniture layouts off of
Hi there! It would be amazing if we had the ability to upload a CAD file to either trace floor plans off of or better yet, if your AI feature could convert it into a floor plan for us to then layout furniture.
Sara Morgan 8 days ago
💡 Feature Requests
Uploading CAD files to then create furniture layouts off of
Hi there! It would be amazing if we had the ability to upload a CAD file to either trace floor plans off of or better yet, if your AI feature could convert it into a floor plan for us to then layout furniture.
Sara Morgan 8 days ago
💡 Feature Requests
Removing Archived Boards from Editing Page
We have so many boards that we archive for projects but they still all show up when we are editing design boards along the bottom bar of boards. We waste a bit of time trying to find the boards we need to work on. Is it possible to change this setting so all archived design boards don’t show up along the bottom tab when editing design boards?
Britney Wildrick 8 days ago
💡 Feature Requests
Removing Archived Boards from Editing Page
We have so many boards that we archive for projects but they still all show up when we are editing design boards along the bottom bar of boards. We waste a bit of time trying to find the boards we need to work on. Is it possible to change this setting so all archived design boards don’t show up along the bottom tab when editing design boards?
Britney Wildrick 8 days ago
💡 Feature Requests