Feature Requests

Vessel <> Files (w/ expiration dates) Alerts & Reminders

I'd like the ability to upload a contract that can dictate contract-specific rates I have with either my clients or vendors. These rates ideally can be used to auto-populate job charges and expenses. Ideally, I'll be able to use contracts to manage multiple contracts with my vendors within a single project.

I'd like the ability to create a request from an estimate expenses to one of my vendors. If they're not using Base, I'd like the ability to have them upload a quote / estimate against my request. From there, I'd like the ability to create a purchase order to issue to them. And then give them the ability to submit their final invoice to feed into my AP invoices dashboard for processing.

I'd like to provide my client with an easy-to-use system that allows them to create requests when procuring services. From there, I'd like to create and upload a quote or estimate, or convert the request into a job.