I'd LOVE to be able to see all tasks and calendar events in one view, rather than clicking into individual projects to find them. A streamlined task list, organized by due date, would be a game changer.
I would love to have an option for glass in kitchen cabinets as well as stacked uppers.
Leslie Williams
•
May 19
In the project tracker, client view can you pls add estimated ship date to the client view. That way the client knows when to expect the items to ship. Thank you!
Mai Tran
•
Oct 7, 2025
We typically mark up Shipping costs.
Is there a way to add a column for this? Also can you add the total “Markup” at the bottom of each invoice? Of course this is not visible to the client.
Just like there is a master task view for all projects, I'd love to be able to see this in a calendar view for all clients with the client name in front of the task somehow. Take it one step further and integrate the master calendar with google calendar for team members, client meetings, etc. (hidden from the client of course)
Elizabeth Brisley
•
Aug 25, 2025
When creating PO from an Invoice, have the shipping costs auto populate. It is redundant to have to manually enter shipping costs twice.
Jessica McClendon
•
Jan 8, 2025
Agree with this! Sometimes I want a big picture view of where all my projects are so I can plan and anticipate an upcoming work week. This also allows me to see if I can take on a new project or what my wait list time frame should be etc. It would be great to be able to add orders and due dates into each individual project calendar but also have a calendar link at the top with company stuff (Projects, products, tasks, financials etc) that when you click on it you see your whole business at a glance.
This request was merged into another request
Comments6
Dena Thomas
Jul 29
I would love to have an option for glass in kitchen cabinets as well as stacked uppers.
Leslie Williams
May 19
In the project tracker, client view can you pls add estimated ship date to the client view. That way the client knows when to expect the items to ship. Thank you!
Mai Tran
Oct 7, 2025
We typically mark up Shipping costs.
Is there a way to add a column for this? Also can you add the total “Markup” at the bottom of each invoice? Of course this is not visible to the client.
Jessica Singer
Aug 26, 2025
•Merged request
•14 votes
Master Calendar View
Just like there is a master task view for all projects, I'd love to be able to see this in a calendar view for all clients with the client name in front of the task somehow. Take it one step further and integrate the master calendar with google calendar for team members, client meetings, etc. (hidden from the client of course)
Elizabeth Brisley
Aug 25, 2025
When creating PO from an Invoice, have the shipping costs auto populate. It is redundant to have to manually enter shipping costs twice.
Jessica McClendon
Jan 8, 2025
Agree with this! Sometimes I want a big picture view of where all my projects are so I can plan and anticipate an upcoming work week. This also allows me to see if I can take on a new project or what my wait list time frame should be etc. It would be great to be able to add orders and due dates into each individual project calendar but also have a calendar link at the top with company stuff (Projects, products, tasks, financials etc) that when you click on it you see your whole business at a glance.