Factory Ideas Board

Could you please put the option to edit the invoice due date on the "create invoice" page?

It would be good to have another status for POs to show "Emailed" after the Submitted status, as the submitted seems to be a bit like a "saved" status, it's hard to quickly see if it has been sent unless we look at the timeline which takes longer than having a "sent" or "emailed" status once the system detects that the PO has actually been email to a supplier's saved contact!

It would be very useful if Factory provided a secure read-only API or data connector so authorised business data could be analysed using external reporting and AI tools such as ChatGPT Work / OpenAI Data, Power BI and similar platforms. Factory already contains valuable information across quotes, jobs, customers, products, costs and job statuses. Having secure access to this data would allow us to analyse things such as: Quote conversion / win rates Sales and quoting trends over time Revenue by customer, product or job type Estimated vs actual costs and margins Jobs won/lost and reasons Customer quoting history Product/material usage Estimator and salesperson performance Ideally this could be provided through a documented API with read-only access by default, authentication/permissions, and selectable data scopes. If a direct API or ChatGPT connector isn't practical, a scheduled CSV/JSON export or database/reporting connector would also be useful. The goal is to avoid manually exporting reports from Factory each time and allow businesses to build their own dashboards, analytics and AI-assisted reporting while keeping Factory as the main source of data.

Option 1 - warning displayed when user clicks edit on an order from a previous month Option 2 - lock off period to prevent users editing orders within that period

In the 'profitability' tab, 'actual hours' shows estimated hours rather than actual hours logged. Would be better if actual hours were empty until they get logged. Seems problematic that if no hours are filled, it will automatically display as the estimated hours. For instance, if one step is skipped/not needed, the hours will still display as the estimate, even though 0 hours were actually performed for the job. In essence, the actual hours summary is inaccurate, leading to an imprecise profitability summary.

Would be great to have a widget on the dashboard for checklist, a bit like a to do list per Sales/PO/Invoice etc...

Would be good if we could see how long it took for each time we produced the product in one place. Adding a column to order history to show time tracked against the product in each order seems like a good way to do it.

Allow the option of having XERO/MYOB Invoice number viewable on the Workflow View

Would be good if in the column on the left with all the order cards you were able to just show all the jobs that haven't been completed yet. Not all of our jobs get scheduled so the filter for sheduled and unscheduled isn't relevant for us.

Currently orders cannot be edited in any function after payment has been applied to an invoice via xero. We need flexibility in the edit order function, to be able to modify due dates and update pricing / line items if required. Often times orders will change slightly between deposit payments recieved and final payments requested. Without being able to edit on Factory, we are limited to how we use the Factory program bbusiness wide. We have implemented physical paper work orders with handwritten edits to get aroound this, but it means that we can't really rely on the dates / information in factory after a certain point.