Top 7 pain points

Desperately needing some updated features on some things. I’ve numbered each one to make commenting on various things is easier.

1. Larger canvas sizes for mood boards / floor plans.

2. A proper presentation mode/view. When “previewing as a client” we cast out presentations onto a big screen tv in our showroom. It doesn’t look great when you’re presenting on what looks like a webpage with other things distracting you.

3. A way to duplicate a quote, invoice, line item etc.

4. A way to specifically search for a transaction (quote, invoice, PO etc). For instance…in quickbooks you can type in a PO # and go right to it.

5. A way to see if a PO or quote/invoice was sent/emailed. I know you can change the status of these documents from draft to sent, ordered etc. Sometimes we get so busy or the phone rings and we will miss the one step of changing the status of a document.

6. A photos or separate tab that’s similar. There isn’t a way to dump site photos of clients homes into their folders. Right now we use the attachments tab to ad photos. Because of this we aren’t able to use the arrow keys to toggle between each one. We have to click each attachment and open pics one by one. Even a way within this new photos tab to have folders for larger projects to organize by room or date etc.

7. Within the DF library we need “real vendors” and not big box vendors. A start would be these… CR Laine Universal Furniture Four Hands Hooker Furniture Uttermost Lexington Surya

I’m sure I’m forgetting something g but these are some of the pain points.