Hello WP Umbrella team, First, thank you for the reporting tools you’ve built into WP Umbrella. They’ve become a core part of how I communicate ongoing maintenance value to my clients. I’d like to suggest adding an optional “Recommendations” section to maintenance reports. This would be a standalone reporting component focused on forward-looking guidance, rather than completed work. I’m referencing the existing Custom Work section only as an example of how WP Umbrella already supports manual, client-specific report content — not to suggest a direct functional or architectural link. --- ## Purpose During routine maintenance, it’s common to identify: upcoming risks optimization opportunities deferred improvements plan-dependent or out-of-scope items A Recommendations section would allow these insights to be communicated clearly within the report itself, without mixing them into completed work or requiring separate documentation. --- ## Suggested Recommendation Fields (Intentionally Lightweight) Each recommendation could include: Title – short summary of the recommendation Description – recommendation details Urgency level (e.g. Low / Moderate / High) Recommended implementation date (optional) Included in maintenance plan (yes/no) Estimated cost (optional, only if not included) --- ## Report Presentation A dedicated Recommendations page within the report Clear heading and short intro explaining that items are advisory and not yet executed No implied workflow, approval, or automation — strictly informational --- ## Scope Considerations I’m intentionally not suggesting: approval workflows task or invoice generation dependencies on Custom Work status automation The goal would be to keep this feature simple, focused, and aligned with WP Umbrella’s existing reporting philosophy. Thanks for considering this request, and for continuing to evolve a tool that makes maintenance reporting both clear and professional.
