Main Roadmap

Contact/Vendor/Contractor list sorting.

It looks like contacts, vendors, contractors lists default to the order in which items are created? Is there a way to sort by name? (I know you can use the search feature, but I think having the ability to sort the list would also be helpful)

Archive Products

Ability to archive products in library.

"Grouped By" ease of selection

can there be a box next to any of the 'Group By' categories to check and select all products in that grouping?

Faster PDF downloads for library

Ability to download the PDF from an export quicker.

Ability to upload vendor quote directly to quote.

Ability to upload vendor quote PDF directly to quote so you dont have to add yourself as a vendor rep to do it.

Integration: SketchUp

Integrate the ability to bring components from SketchUp into Workroom, vice versa.

"Saved" pages

It would be nice to be able to jump between tabs in workroom without it resetting your place. For example: I’m working on products in a specific project with filters to a specific room/category and need to jump over to the documents, comms, timelog, etc. briefly. When I return to the products page for that project the filters have reset and I need to find where I was again.

Ability to Input Client Price Directly in Library (not using markup/margin)

I typically sell goods at MAP pricing to clients - I’d like to be able to add this price directly in the product clipper/library without needing to reverse-engineer what my markup is!

Sort contacts, vendors and contractors lists by name

Add the ability to sort contacts, vendors and contractors lists by name instead of the default creation order. Search exists but does not provide an overview of the list in a chosen order. Sorting would make browsing and locating entries faster.

Firm logo on contracts

Contracts have no way to show the firm's logo. Echo wants contracts to look like the header on her other Workroom documents, with the logo at the top. Requested: display the firm logo at the top of contracts, matching the header on other documents. First page only works; every page also works.

Distance and Hour for Reimbursable Travel Expenses

We need more variables here. We do not charge by the distance traveled as an expense, but we also do not measure travel distance in miles but in kilometers. Our vendors will not charge by the distance traveled, but rather they charge by hour. Need 2 options: Billed by distance - Miles need to be able to change this to kilometers. Billed by the hour

Additional Reference Services for Rate Increase

Need more than one service to increase for rate increase and the project cannot be locked out from making changes, deleting, and starting over. The logic is that Principle, Technician, Administration, and Travel are all going up at the start of 2027 by a different dollar amount each but I can only select one service, and then the project becomes unavailable to add another rate increase.

Quotes as a trigger in automations

Ability to set quotes as a trigger set in automations.

Labels

We would love to see a label function for a label printer that would easily print labels for incoming shipments with our branding and the location/area and quantity of the items with an image and brief description. We had this with our previous software, and the inclusion of a QR code that takes you to the installation instructions would be a big plus!

Bills: Adjustment to delete.

ability to delete a bill

Clickup Integration

Ability to delete timelog entry from the blocks view

IOS / Android App

This has been silently in development, and are nearing completion. ETA as of 9/23/2026: January 1, 2027!

Email Module

Full in and outbound email functionality. Status as of August 6: Awaiting CASA A1 Certification for Google sensitive scopes. Approved scopes and API access, working on DEV as expected.

Integration: Dropbox.

Integrate Dropbox into any component that requires document upload.

Integration: Google Drive

Integrate Google drive for any component that requires to upload a document.

Platform Stabilization

We are currently going through a module-by-module stabilization of the platform which includes cleaning up the code and ensuring it can sustain further growth and users. This is a semi-annual process and normal for us to go through and does not impact your work or data.

Clipper Adjustment

make it harder to accidentally cancel things on the clipper- or have a pop up come up of “are you sure you want to cancel”. My mouse has accidentally clicked it quite a few times now and then I have to redo everything I just did.

Change Order

Ability to create an manage change orders for the firm. Processes payments as well.

Customize Form Button

For the form submission button, I did find out how to change the color, but I'm wondering if I can change what the button says (meaning on my website).  Instead of "Open Form", I'd like to change it to say something like "Start your project" or "Inquire here". I'd also like to change the font to not be bold and to be more aligned with my website branding.

Lead Source Adjustment

a dropdown from a prepopulated table would lead to more consistency for performance tracking.

Settings > Add ability to delete project type

Add ability to delete project type Remove project and phases from projects associated Have warning pop-up that alerts the person deleting the project type and or phases

Edit Categories from Library page.

A way to see/confirm and edit a product's category in the Library without needing to go into Full Product Details side window.

Ability to either log time, or start timer from the start timer button.

Start timer button only starts the timer for an active task you are completing, however, adding the ability to either start the timer or log time prevents users from having to go into timelogs page to log time for a past date/time.

Multiple Stakeholders (Project -> Client -> 01b Stakeholders)

Please add the ability for multiple stakeholders to be added to a project. When there is a household, a minimum of 2 stakeholders should be visible and each would have their one engagement in comms for a project. Yet for commercial projects, we will have up to 6 stakeholders for one project. When we have a commercial project, we add the contact for the accounts payable as the primary stakeholder (for invoice delivery), but we need more than one option because A/P is not the key decision maker and the legal ownership (signatories) really needs to be clear. When we have a residential project, we add all the people in the household that are decision makers. For example, this may be a homeowner and their spouse, but could also be a developer and their project manager.

Timelog CSV Export

Invoice, Estimate, Retainer Terms + Conditions options

Right now the terms and conditions are on it’s own page. Add the ability for a firm to be able to select where these are, whether on their own page, or at the bottom of the last page.

RFQ (Request For Quote)

RFQ module that will allow a user to send requests to vendors for bulk product quoting.