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Precon - ITB / Estimating

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ITB Vendor Messages - Default View To Show ALL messages

It would be helpful to have ALL (read and unread) messages display in the default view on the ITB Vendor Messages tab. You have to check the Show Only Unread Messages checkbox to display the unread ones.
Adam Clark 2 days ago in Precon - ITB / Estimating 0 Needs review

Add Approval Workflow to an Estimate

A prospect has many estimators preparing estimates and they have an internal workflow that requires an estimate be approved prior to issuing to a customer. While there is an approver identified on the estimate, and we can create a status entry of ...
Henry Lubas 5 months ago in Precon - ITB / Estimating 0 Needs review

Add Digitizer Layer to multiple Estimate items

When adding digitizer layers to estimate items, once you have added a layer to an item, you can use it on another item. We should be able to use the same measurement layer on multiple items. See the attached screenshots. We want to add the Foundat...
Tim Smith 21 days ago in Precon - ITB / Estimating 0 Needs review

Add a quantity field for Locations that can be used as a factor in the estimates

We're a GC in the hotel renovation business and when we prepare our estimates, we break it down by room types, which would be equivalent to locations in SAGE CM. Examples would be "Typical King Rooms" or "King Suites" or "King ADA Rooms" or "Typic...
Beverly McKay about 2 months ago in Precon - ITB / Estimating 0 Needs review