Brent Bennett
Created Payment Milestone EnhancementUpvoted Allow personalization of Proposals: color, formatting, look/feelUpvoted Lidar scanning capability in HandoffCreated Customizable ordering for Change Orders and Payment InvoicesCreated Show the full table of the invoice/payment scheduleUpvoted Add Built-In LiDAR Room Measurement & Floor Plan CaptureCreated Add a send button align to the invoice within the proposal pageCreated Drag and drop option to sort invoices in the proposal.Created Ability to drag and drop attached files in the proposal for sorting purposesCreated Archive old clientsUpvoted Let me attach photos to InvoicesCommented on Let me attach photos to InvoicesThis is a critical need for me, as many of my customers and their insurance companies want to see proof that roofing components were installed prior to the shingles going down.Created Invoice Remaining % or $ DueUpvoted Integrate with Xero AccountingCreated Displaying the invoice number directly on the Invoice pageUpvoted Use Home Depot pricing in my estimatesUpvoted Separate Plumbing into Rough-in Plumbing and Finish Plumbing. Same for ElectricalUpvoted • Automatic proposal follow-ups (via email and/or SMS)Created New Feature Request - Group T&CsCreated 'Template' projects as their own sectionCreated New Feature Request - Milestone Invoices and Payment Table