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  1. Discount or deal price a project

    Similar to the "deal pricing" for an opportunity but on the project jobs. Inclusive of any discounts within the opportunities.
    For example; project for conference with 10 opportunities comes to $128,000, client has a budget of $120,000. Instead of repricing multiple opportunities deal price on the project.

    44 votes
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    0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
  2. Abilsity to add default contacts in all invoice discussions created (i.e. accounts person who requires a copy of invoice)

    When creating a discussion against the document for an invoice it will default the person sending the discussion and the customer into the participants section, there isn't a way to default a specific person into the discussion at the moment and I need to add them manually every time.

    I would like to request this change so it allows us to add in default contacts (such as accounts people who require copies of the invoice).

    22 votes
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    0 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
  3. Show product quarantine quantity in the picker alongside quoted qty

    When using the picker you can see the qty available and on conflicting quotes however you cannot see what qty is in quarantine which means you risk thinking you do not have stock to add when actually you may, it just might need a little repair. It would be useful to see this on the picker.

    31 votes
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    10 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
  4. We would like a ‘recalculate’ type button that updates ALL product information on existing orders

    We would like a “recalculate all” style button that essentially recalculates/re embeds all the latest product information with all the updated component/accessories/weights/prices at that point in time for an existing quote/order.

    Background: We are currently adding on all components and accessories onto existing products already on the system.

    However if a quote/order has been created prior to the component/accessory being added on, then it does not include them/allow them to be scanned onto the system when preparing/booking out without physically being reentered onto the quote/order....

    We think it would also be useful when cloning a previous opportunity (say a repeat…

    70 votes
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    20 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    We updated the servers today so that now you can grab the latest product and service costs and prices 🔄

    As mentioned previously, refreshing accessory configuration and is a much larger task so we’ll keep monitoring feedback on this here and in our other customer channels. If it’s proving popular, we can look to put some dev resource behind it.

  5. Auto Costing Avoid 0 values

    Auto costing may be useful by some but I am sure many people struggle to see the point of having 0 values in the cost section. Please can any items with 0 values not be imported into the cost section? Looks really messy when sending to accounts/clients. thanks

    13 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for taking the time to add a suggestion.

    Where you’ve not set a supplier cost, we add zero costs to the costs view so that you can click to add a price.

    Will be interesting to see what other folk think about this idea. Let us know by voting and commenting 👇

  6. Cost Group Deals

    Cost Group Deals

    Auto costing is great but unfortunately we don't have the time to make it work for us. This is because we sub hire a lot of kit which produces a lot of cost line items with provisional costs.

    Once i have a quote through from a supplier i don't want to go through hundreds of items adding in the actual costs of each specific piece of kit. It is useful to have the provisional cost giving us a quick rough idea of cost but our suppliers often do us a deal. If i add a manual cost…

    17 votes
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    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Bulk edit services in an opportunity

    It would be very useful to be able to bulk edit the dates and chargeable days on services after they have been added to an opportunity.

    Currently, if the dates a service is needed change, the only options are to edit each line item separately or delete the line items and re-add them with the new dates.

    A great feature would be tick-boxes to select a number of services and set new start dates, end dates and chargeable days. On opportunities with multiple services, this would save a lot of editing time.

    I have attached a file for how I…

    46 votes
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    3 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add user permission so time scheduling so unable to change when order

    many production managers constantly change times and dates without letting the operations team know. This can be a big problem especially when the logistics for these vehicles have already been planned. Would be great if they did tell us the have changed scheduling but that rarely happens. Please can there be a permission that they cannot change these times and dates when it is an order? thanks

    4 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  9. Create quarantine invoices when checking-in

    When you check a job back in with missing or broken items you have the option of current automatically charging the replacement value of the missing and broken items and reducing stock levels.

    37 votes
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    8 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
  10. Free scan groups similar items

    Currently, when using free scan to assign items to a job, it lists individual items that are serialized instead of grouping quantities.

    For example, I have 8 lights, when I adding those 8 lights to the job via picker, they will add as a group with a quantity of 8. However, when I add them on free scan, 8 individual items appear.

    This is no use when quickly pulling stuff off shelves and assigning it to a job as it makes the documents very cluttered and harder to read.

    So if Free Scan grouped similar items the same way the…

    22 votes
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    3 comments  ·  Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →
  11. UI

    Current is an increasingly good RMS tool. A combination of solid tools and expert help. I find that everywhere else in the field, it looks better and is more intuitive.

    However, the one overall feeling I get is that the code quite quickly becoming outdated. It’s as though written in html4 when the internet is advancing well away from that. (I don’t know what underlying code it’s supported by)

    Current has set the bar high, but it’s only further development at the same rate which will let them stay on top.

    I want drag and drop file uploading.
    I want…

    14 votes
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    13 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  12. Set a standard rental cost against a product

    For sub-rent or sales or services its already there, i miss it in the product level.
    Every product i own cost me something, every day even its not on the road. And it still costs that money when its on the road, so this part is missing in the opportunity costs calculation.

    7 votes
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    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Sub-rent serial numbers

    allow a section for you to add a serial number to sub hired equipment.
    It becomes a pain when you have a large job to go through and re enter sub hired equipment so you can pull through a custom field with a serial number on. I would like a box to enter a serial number in on the allocation section.

    5 votes
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    1 comment  ·  Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →
  14. Editable document layouts using excel or word

    It would be nice to be able to export say a draft/quotation/order to excel or word and edit the layout as required. This will reduce the number of layout adjustments asked for by users.

    6 votes
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    0 comments  ·  Document layouts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Make items appear in quarantine immediatley please!

    Items put into quarantine only appear in the quarantine list the next day if entered from the product page, or after the checking in process when coming back from a job. It would really help if they appeared immediately so we could get on with repairs!

    1 vote
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    1 comment  ·  Quarantine and servicing  ·  Flag idea as inappropriate…  ·  Admin →
  16. Hide the dashboard sales pipeline

    Customise the Sales Pipeline information on the main Dashboard.

    I have a slight issue with all employees being able to see the Order Value Total on the main dashboard.

    We had tech from another firm open up on the main dashboard where we could see the total value for that company for that month.

    I would like the option to have the toggle switch so that the total order value can be hidden for employees that don't require this information.

    28 votes
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    3 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  17. Sort order for discussion tempates

    We LOVE discussion templates however we have so many and it would be nice to be able to sort them like all other templates in current. Its hard to read a list of 20 templates from a drop down menu in a random order...

    5 votes
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    0 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to have chargeable days feature pull directly from in-use time

    Some opportunities require transport lasting several hours during which the products are not in use for the customer. Frequently the products will be in travel for a day and not in use by the customer till the following day. At the end of the in-use period they will then spend another day in travel back to the store. We do not charge the customer for the product during these travel days. For this reason it would be handy if there was an option to pull chargeable days from in use days as it would mean that staff members wouldn't have…

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add Profit Margin Directly on the Opportunity Page next to Costs

    Now that the Revenue & Cost summary has been created, it would be AMAZING to see the Profit Margin % right on the Opportunity page.

    17 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Search for asset on product search bar

    Should be able to search for an asset in the product search bar. Would make life more easier!

    At the moment you have to then click find by asset to scan an asset,

    Or alternatively provide a direct link to the find by asset tab so you can create a bookmark direct to it in one click.

    7 votes
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    2 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
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