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Accounting Links
42
Accounting Link for QuickBooks Desktop
4
Accounting Link for QuickBooks Online
2
Accounting Link for Sage 100 Contractor
2
Accounting Link for Sage 300 CRE
1
Accounting Link for Sage 50
3
Accounting Link for Sage Intacct
28
Accounting Link for Xero
1
Client Contract Admin
109
Allowance Packages
1
CO
18
CPR
7
Job Cost Codes
10
Prime Contract Setup Wizards (Includes Project Setup Wizard)
5
Prime Contracts
48
Cost Plus With GMP
4
Cost Plus Without GMP
5
FLS
0
Unit Price with Billed Quantity
0
Prime Invoices
20
Contact Management
45
Companies
18
Compliance
8
Contacts
18
Correspondence
42
Issues
2
Journals
6
Response Workflow
0
RFI
12
Submittals
19
Transmittals
2
Cost Database
13
Crews (Cost Database)
1
Equipment Items
4
Formulas
0
Labor Items
0
Work Assemblies
3
Work Items
3
Documentation
50
Daily Log (Daily Report)
11
Meetings
5
Photos
16
Work Orders
9
Drawings, Specifications & ITBs
31
Drawings
11
ITB (Invitation to Bid)
11
Specifications
1
Emailing and Email Templates
25
Email Templates (includes custom template)
6
Inbound Email
2
New Email Features & Email Browsing
14
Estimating, RFP, Proposals (Pre-Construction)
32
Digitizer
3
Estimate Cost Codes (WBS)
4
Estimating Items
10
Locations
4
Markups | Adds | Cuts
1
Proposals, Reports, Logs, Exports
3
RFP for Estimating
3
HR, Time, and Expenses
41
Clock-In / Clock-Out
7
Employees (Active or Inactive)
1
Labor / Craft Codes
2
Labor Timecards
18
Misc. Expenses
3
Leads
25
Lead Analytics & Reports
1
Lead Directory
3
Lead Setup Wizard
0
Lead Stages
1
Leads (Active or Intactive)
19
Other
86
Alerts and Calendars
20
Currency
0
Custom definable Fields
6
Custom Definable Forms or Entry Screens
1
Document Viewer
6
eSign (including DocuSign)
9
Excel Connector
0
Favorites
2
Importing Excel Templates
5
Lien Waiver
4
Maps Geo Location
1
New Product Integration
7
Notifications
7
Retention Retainage Holdback
5
Tax
4
Procurement
110
Anticipated Costs
1
OCR
4
Purchase Orders
21
RFP for Procurement
1
SCO
5
Subcontract Invoices
27
Subcontracts
24
Vendor Bills
18
Projects
66
Linked Files (Projects)
20
Project Classifications
2
Project Directory
14
Project Groups
1
Team Open Items
0
Projects (Active and Inactive)
24
Quality Control
12
Checklists
5
Comply Notices
0
Permits
2
Punchlist
4
Test / Inspections
0
Reporting / Analytics
48
BI Summary Dashboards
9
Detail Financial Analytic Reports
11
Detail Report Templates
11
Log Style Reports
12
Safety
6
Safety Incidents
1
Safety Meetings
5
Site Hazard Assessments
0
Sage CM Mobile
41
Mobile - Android
18
Mobile - Apple
17
Scheduling
19
General To Do
0
Project To Do
7
Schedules (Gantt Chart)
12
Settings
55
Company Settings
2
Feature Settings
20
Master Cost Codes (Standard Cost Codes)
0
Templates & Reports
2
User Properties
13
User Security Roles
16
TeamLink Portal
26
Teamlink Portal (General)
13
Teamlink User Roles
6
User Interface
80
UI User Interface Enhancements
64
UI User Interface Navigation
16
Workflow
28
Contracts and Procurement Workflow
22
Time & Expense Workflow
3
Formulas
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