General Feedback & Ideas

In the companies and contacts area you can currently upload your contractor's insurance information, but you can't tell when a contractor's insurance has expired. Create a notification or an Insurance Report that shows you when your Contractor's insurance is expiring so you can get updated, valid insurance.

## What / Why When creating a Gantt Chart for the a rehab project it would be nice to import the SOW as tasks items to be scheduled. The last project we planned we had to go the route of manually adding each task which ended up being a bit frustrating. ## Screenshot None to share. ## Proposal Add an import option to bring over tasks from the Repair Estimator on FlipperForce Create top level tasks for each item in the SOW Those tasks should then be schedulable as normal

## What / Why When working with the Gantt Chart on the Project Management scheduler, it can be a bit painful to click and track the numerous arrows that create relationships between tasks and build the "Critical Path". It becomes especially hard when numerous arrows stack up on the same task. It would be ideal if we could manage the relationships between tasks via the edit modal of the task. Ideally from this view we could see every task blocking or being blocked by our task. Additionally we should be able to Add, Edit, or Remove relationships from here rather than needed to find the arrow and click it. ## Screenshot See attached image ## Proposal Create new "Relationships" section on a Project Management task modal Allow us to Add new relationships Allow us to edit existing relationships Allow us to remove existing relationships

Right now you can post project updates on the Activity Log, but we want to take this one step further and create a dedicated "Project Updates" feature where users can post project updates about what's happening on their projects and include photos. Can post text updates about stuff that's happening on projects Post project photos Ability to comment and communicate on the update

## What / Why Depending on the size of the contractor/company it is often nice to keep track of the Primary Contact related to the company. Getting to them is usually vital to getting work completed on time. Additionally when looking through my contractors list I sometimes might skim over the company name if I'm used to referring to them by the Primary contact name. It would be nice to keep track of that person's contact information along with the companies general contact information in a Company record on FlipperForce. Right now there isn't a place for this information aside from the "Notes". ## Screenshots See attached images ## Proposal Add new field to the Company table "Primary Contact" Add ability to add this field to the table view

## What / Why There is a lot of information hidden behind the edit modal when viewing your companies and contacts list. It would be nice to have the ability to choose which columns are in the table view. This way with larger filled categories it is a bit easier to scan without needing to open each record. ## Screenshot See attached image. ## Proposal Add a "cog" icon to the far right of the table header Clicking the "cog" icon will open a modal with selectable table headers Selecting the table headers will update the table, each table header should be able to be sorted on Note: For tables with many columns we can utilize an inner horizontal scroll to make the data still readable/viewable

Right now, you can assign contractors & vendors to expenses and schedules, but you can't just create a simple list showing who is involved with the project. Create a page dedicated to listing who the Companies and contractors are that are involved on the project. Internal team members Lenders Insurance Companies Utility Companies Contractors The main companies that are selected on the "Project Team" page would be used in the Companies' dropdown menus on the Expense Tracker and Scheduler.

Right now, you can only create 1 Flip analysis and 1 BRRRR for each project. If a user wants to run a different scenario or tweak some numbers they have to change their existing analysis or duplicate and create a completely separate project. Create the ability for users to run multiple Analysis Scenarios for Flips and BRRRR in a single project, side-by-side.

For teams and business users that have multiple users in their workspace, you need to get notifed about comments and other important changes that your teammates make in the workspace so you always have a pulse on what's happening. Create a My Inbox and notifciations area where you can get notified for important things happening in the platform: Someone posts a project updates Someone changes the status Someone changes the stage Someone comments on a task Someone comments on a task, activity or project update that you are subscribed to

As of right now, tasks are project specific and you have to navigate to each project to see which tasks need to get done. The calendar is the only spot where you can see all tasks in one view. Create an overall general workspace "My tasks" area that makes it easy to see all tasks that need to get done on all projects in one view.