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  1. Have the ability to discount or make a deal price on 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.

    31 votes
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      0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
    • 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.

      • 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.

        24 votes
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          10 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
        • 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 →
          • Bulk Editing Services Within 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…

            38 votes
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              3 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
            • 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…

              15 votes
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                2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
              • 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…

                17 votes
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                  3 comments  ·  Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →
                • 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…

                  4 votes
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                    12 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                  • Edit multiple service start/end dates at once

                    Here is the issue.

                    An opportunity has been created with multiple services; lots of different technicians or local crew etc. At some point after the opportunity has been created the timings change and each service needs to be changed to reflect this, this can also happen due to simply not knowing the final times at the point of quoting. At the moment you have to edit each individual service to change the dates. Often this can be incredibly time consuming.

                    It would be massively helpful if there was a way to change the dates on multiple services at once, either…

                    80 votes
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                      12 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
                    • Customise the 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.

                      18 votes
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                        3 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
                      • Being able to set a priority number for products

                        When you add a bunch of items that comprise a system, sometimes you want the hardware to fall in a certain order, to reflect a complete system.

                        Being able to set priority numbers for products, so that when selected from the picker, they are added to the opportunity in a certain order, rather than just alphabetical.

                        Eg. If I build an audio system, perhaps I want the control hardware, following by the input devices, amplifiers, then the loudspeakers.

                        5 votes
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                          3 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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.

                          2 votes
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                            2 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
                          • Filter job planner

                            We have 3 main departments in the company, what would be great is if the production department could see a view of the Job Planner which showed just the events that the production department are looking after.

                            This could be done with tags perhaps? Or alternatively we already use a custom field to view this data in the opportunity view, could the Job Planner use this instead as a filter?

                            The problem the production team have for example is that on any day there could be say 25 opportunities but they are only dealing with 10 of them, the other…

                            8 votes
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                              4 comments  ·  Job Planner  ·  Flag idea as inappropriate…  ·  Admin →
                            • 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.

                              11 votes
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                                0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add notes section in product/item

                                Add a notes section to each product/item (especially if serialised with an individual asset number). This would be useful for a number of reasons but recently for me we have re-numbered all our assets giving them a new barcode, it would have been useful to add the old number in a notes field for reference in the future.

                                11 votes
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                                  3 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →
                                • Show group or item weights on the detail view

                                  It would be useful to show total group weights in the group headings.

                                  ie Job X has 7 different areas booked as groups. Van A is delivering 4 areas, Van B is delivering 3. I want to be sure that areas 1 - 4 and 5 - 7 are not overweight for the vans. Currently I can see that the whole job is heavy, but not what the groups individually total.

                                  3 votes
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                                    2 comments  ·  Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Click on opportunity item opens EDIT (not the original ressource itself!)

                                    I got the thing that everytime i am in my opportunity and set it together. when i need to edit the item (no matter if service or item or vehicle) intuitive i klick on the item name to edit it.
                                    BUT than it opens always the original ressource to make systemwide changes to the ressource.
                                    For me this behavior are two completely different tasks in the company workflow.
                                    When i want to change somethin in my system or the stock or something like that i want to to be forced to go to my ressource for make a clear change…

                                    4 votes
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                                      0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Favourites on navigation bar

                                      Favourites as a drop down list next to "Reports".

                                      Loads them in a list or for large numbers allows direct loading Favourites screen.

                                      4 votes
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                                        1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                      • I want to create a report shows everything that should be out of the building and everything in stock

                                        I would like to create a report that is like the Rental asset listing report but shows everything that should be out of the building and everything that should be in the building

                                        8 votes
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                                          0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Allocate serialized components without allocating serialized container

                                          It would be great if you could control individual assets even if they are attached to a container.

                                          For example;
                                          I have 5 microphones in a box where the box is the container. When I allocate the box the Mics also allocated. Which is great.

                                          However, this means if, on a different job, I only want two of those microphones, I cannot individually allocate them as they are attached to a parent container.

                                          It would be great if items can be individually added to a job, even when they are in a container and the rest of the items are…

                                          10 votes
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                                            1 comment  ·  Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →
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