Recent content by Roger A

  1. R

    Quickbooks integration

    If you add this, please let it work with the on-premise QB, not just the cloud version. I realize this is a tougher challenge
  2. R

    Job Customer / Client / Contacts

    We are a subcontractor that works for restoration firms who have clients. Our customers are the restoration firms and pm - they pay the bills. Not the home owner. So in CC, the project is the job, the customer is the restoration firm but we lose track of the job contact (typically the home...