spouliot
edc599a1a2
Completed items removed from TODO: AI catalog price check, catalog item images, AI company lookup. deploy_migration.sql replaced by the versioned scripts/042426_deploy_migration.sql. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
191 lines
11 KiB
Plaintext
191 lines
11 KiB
Plaintext
Shop Management App TO DO List
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-Look into possibly having AI scan a product catalog and suggest prices for items.
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-Add images to product catalog items for easily identification of parts
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-AI Company Lookup (similar to inventory lookup)
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-Add ability to save a quoted item to the product catalog either from an AI Photo Quote or from the calculated item
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-Check my ChatGPT chat about surface area for a few solid ideas for the system
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-Add SMS capabilities
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-Fix up approve/decline messages between customer and user on quote approval feature
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Done and need testing
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=====================
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-Add sorting to all grids
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-Add searching to all grids
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-Add Workers to the system
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-Allow jobs to be assigned to workers
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-Add Shop Job Board display to show in the shop
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-Added quick edits on a few pages
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-Fix job page customer drop down. It's only showing business names and not individuals
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-Add country drop down on customer edit and add pages
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-Conver customer once quote accepted not complete
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-Add Dashboard page
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-Low Inventory Warnings display
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-Overdue jobs
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-Todays Jobs
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-new quote button on customer page doesnt pre-select customer
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-Add customer job history page
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-Profiles can now change from a light theme to a dark theme as well as other appearance changes
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-Date format can be customized per profile
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-Timezone can now be changed per profile
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-Have company logos stored in the database with the other company information
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-Add Company Name under Logo in navbar
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-Make logo bigger
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-Update create quote page to show names of individual customers or company name depending on which type it is
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-Validate that the company has entered operating costs before allowing the quote page to be loaded
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-Make phone number and contact required on quotes for new prospects
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-Move the create quote button to the right side of the screen to be consistent with other pages
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-Add setting for tax exempt on customer
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-Added tax certificate upload as well
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-Add shop minimum to quoting system and company settings
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-Add Rush Job Fee (customizable in company settings)
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-Add ability to quick change the status on the job listing and record who changed the status.
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-Deactivating company should NOT allow any users to login at all.
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-Allow superadmins to create company users/managers
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-Add a print quote button
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-Add a download PDF button for quotes
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-When adding users, also create worker records
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-Add quick update to all view pages
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-Add Mobile layouts
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-Fix a few text pieces on the dashboard page that did not invert properly when dark mode was selected
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-Add ability to upload job photos
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-Allow photo uploads for jobs before and after photos
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-Added Log Viewer
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-Added Seed Data option for super admins that will assist during testing
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-Add an item list with prices for repeat parts and such
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-Add manual data seeding that super admins can use to seed a company one at a time if needed
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-Add Log Viewer for Super Admins
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-Quotes cleaned up quite a bit and calculations and style changed
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-Approving a Quote will now auto-create a Job and link back to the quote it came from.
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-Job Items now appear on the Job Screen with the line items from the quote
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-Job items can be edited
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-Add a way to convert a quote into a job
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-Add multiple item types to add to a quote
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1. Pre-Defined item that we can choose from our product list
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2. Batch items where we enter the square footage manually as well as the quantity
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-Add Quickbooks import for customers and price lists (Desktop and Online)
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-Custom Order Powder not saving or displaying properly on quuote page
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-Added ability for Companies to define their own Job Status, Job Priority, and Quote Status' via Company Settings > Data Lookups
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-Add Randomizer Wheel
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-Add Quickbooks format export for
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-Customers
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-Product Catalog
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-Invoices
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-Quote for Product Catalog Item is only selecting items from Powder Coating, need all items
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-Add a Shop Supplies operating cost that will be used on quote calculations
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-Fix Quote screen, only Powder showing in item dropdown. Need to get all items in an IsCoating category showing up.
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-Update everywhere that uses tax rate to read and use this setting
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-Add ability to export a full price list for known items
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-Add tracking for all changes and show change history on view page. Possibly in a hidden grid or modal
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-Update the inventory screen to not duplicate color name fields and the like
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-Add option for metric system
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-Add Bulk Upload for
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-Powder
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-Product Catalog
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-Customer Data
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-Add an Appointment engine and Calendar. Also show Maintenence tasks that are scheduled on it
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-Allow shops to put employee days off on the calendar as well
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-Fix and Verify user permissions are honored
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-Run a full security check on the application
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-Add support for multi stage coatings on an item
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-Fix Seed Data routines to track errors better and continue past error imports
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-Add ability to complete a job and enter actual time and materials used
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-Add export for all data to CSV format
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-Check calendar resizing with the browser. It's off a bit
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-Add ability to apply discounts
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-Remove powder from inventory when completeing a job
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-Add color change ability for appointment types
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-Add code to honor the rush charge on a quote
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-Add options to quote for Sandblasting, Masking, Chemical Strip, Outgas, Phosphate Wash, Degrease
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-Add ability to add sq ft to product catalog item for powder estimation
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-Add better UX design for validation errors and such
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Option 1: Change "ModelOnly" to "All" (1 line change) - Shows all validation errors at top of form in red alert box
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- User would have seen: "The field Estimated Minutes must be between 0 and 10,000"
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Option 2: Add inline validation (more complex)
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- Show error messages right next to the problematic field
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- Better UX but requires adding validation spans to dynamic fields
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Option 3: Toast notifications (requires new library/code)
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- Modern popup notifications for success/error messages
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- Would need to add a toast library (like Toastr) and wire it up
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-Add Import/Export for Company Settings
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-Allow Super Admin to modify permissions for company admins in case we add any in the future, or if anything gets messed up we can fix it!
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-Allow recurring scheduled maintenance
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-Let's show scheduled maintenence on the job schedule as well. At the top of the screen
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-Make sure maintenence shows on the calendar list view.
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-Add viewing quotes on the customer details page so we can see all quotes/jobs for a given customer to make things easier to find.
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-Add support for multiple ovens in operating costs
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-Display oven selected on quote and job detail pages
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-Allow user to choose an oven on a quote, and have it follow through to a job
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-Check for any old and outdated code and DB fields!
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-Add ability to email a quote
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-Add email capabilities
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-Add search on super admin companies screen
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-Set limits on job photos per app tier
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-Check subscription signup page to make sure the selected subscription is actually saved.
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-Don't seed the product catalog on a new user
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-Check to make sure subscription page has quotes and all fields on it
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-Allow customizing of the quote sheets and invoices (If we do them)
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-Add feature to allow username changes
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-Fix quickbooks imports based on files Colton sent
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-Add thicker border around input fields to signify they are text boxes
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-Check to make sure emails get sent when a quote is created
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-Add buttons to send emails manually if needed
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-Modify price calculations to prompt for service times (ie... sandblasting, oven cure times, outgas times etc)
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-Add ability to modify items on jobs
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-Swap quoting page to use modals to add items to segregate it a bit better.
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-Build account ledger/transaction summary view
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-Add security for financial pages
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-Allow opening balances for accounts
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-Create P&L and other reports
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-Allow receipet upload on expenses and bills
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-Download PDF for invoices throws and error
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-Emailing invoice doesn't seem to trigger
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-When a customer record has email notifications turned off, disable any email buttons that may send one and alert the user that this customer is set to have notifications turned off.
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-When doing anything that sends mail, prompt the user to alert them a message will be sent
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-Create a setup wizard for new users that will walk through system setup. Allow re-running later.
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-Check Workflow steps in wizard, might need adjusting
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-Account Summary, use permanent alert for info message at bottom
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-Add steps so that the new user can customize the data lookups and re-order them
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-Reorder menu to work better
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-Add ability to print a job invoice once completed
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-Add ability to email a job invoice
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-Integrate invoicing/billing/reports
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-Add customer portal to approve quotes from a link for now. We can do a full login later.
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-Need a complexity score for quoting parts (Simple, moderate, complex, extreme)
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-Add tagging options for quotes and jobs (user driven)
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-Can we also add this tag system to quotes and jobs to allow users to tag themselves and we can use that data later as well? We'd have to add a good
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description of WHY the user should add some tags though.
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-Inventory forecasting might be worth looking into
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-Build some AI powder usage predictions into the system
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-AI Production Scheduling - Batching enough parts together to fill the oven automagically
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-Update dashboard to show some $$$ fields
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-Update Setup Wizard
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-Update the Setup Checklist
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-Modify system to keep running balances of all accounts
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- Make sure ALL job updates refresh the Shop Display
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-Add multiple item types to add to a quote
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AI Agent item where we upload a picture and it will calculate the approximate sq ft and quote from that
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-Integration with stripe or square to accept online paymens from our users customers.
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-AI Assistant for help
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-Allow customer filtering on quotes and jobs
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-New job page blanks when validation fails
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-Can we keep track of which users have completed the setup wizard?
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-Make sure we're tracking logins. I see a user logged on, but the company health page states they have never logged in.
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-Allow printing blank work orders (model after the SCP Powder Coating blank work order)
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-IDEA: Print powders to use on work order with their QR code so they can be scanned right from there and usage recorded.
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Ideas Removed
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=======================
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-Add Deactivate Customer button on Customer Detail page
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Logins:
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rich@r2r.com/Ragz2Richs123!
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rich@cannon.com/Cannon123! |