Address Book Feature Request

Under Review

Hi Team,

Would it be possible to introduce an Address Book feature at the Reports level, similar to what PlanSwift offers, either within the Project section or ideally as an improved version based on what the majority of ZZTakeoff customers would find most useful?

Having a central place to store client details such as company name, address, contact numbers, email addresses, and website information would be extremely helpful. Ideally, this information would be accessible via a simple drop-down selection, allowing users to quickly apply it to a project and reports.

This would eliminate the need to recreate this information for every job, with only the project-specific address details needing to be updated each time.

Thanks in advance for considering this.

Lorin Allred zzTakeoff19h 44m

Hey Steve, thanks for the feature request. I believe we are planning to expand lists to have custom list types like customers, addresses, etc., where you could link a custom property dropdown to that list, and choosing a customer from this dropdown would auto-fill other custom properties, similar to how you choose a product and it pulls in the product custom properties.

We are also planning to build a report designer where you could build a report that includes the project information in 1 place, etc.

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