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Accounting Links
55
Accounting Link for QuickBooks Desktop
4
Accounting Link for QuickBooks Online
2
Accounting Link for Sage 100 Contractor
3
Accounting Link for Sage 300 CRE
2
Accounting Link for Sage 50
3
Accounting Link for Sage Intacct
39
Accounting Link for Xero
1
Client Contract Admin
126
Allowance Packages
1
CO
20
CPR
10
Job Cost Codes
11
Prime Contract Setup Wizards (Includes Project Setup Wizard)
6
Prime Contracts
52
Cost Plus With GMP
5
Cost Plus Without GMP
6
FLS
0
Unit Price with Billed Quantity
1
Prime Invoices
26
Contact Management
52
Companies
21
Compliance
10
Contacts
19
Correspondence
48
Issues
3
Journals
6
Response Workflow
0
RFI
14
Submittals
22
Transmittals
2
Cost Database
14
Crews (Cost Database)
1
Equipment Items
4
Formulas
0
Labor Items
0
Work Assemblies
3
Work Items
4
Documentation
59
Daily Log (Daily Report)
15
Meetings
5
Photos
19
Work Orders
10
Drawings, Specifications & ITBs
38
Drawings
16
ITB (Invitation to Bid)
12
Specifications
1
Emailing and Email Templates
27
Email Templates (includes custom template)
6
Inbound Email
2
New Email Features & Email Browsing
16
Estimating, RFP, Proposals (Pre-Construction)
37
Digitizer
3
Estimate Cost Codes (WBS)
5
Estimating Items
12
Locations
4
Markups | Adds | Cuts
1
Proposals, Reports, Logs, Exports
3
RFP for Estimating
4
HR, Time, and Expenses
49
Clock-In / Clock-Out
7
Employees (Active or Inactive)
3
Labor / Craft Codes
3
Labor Timecards
21
Misc. Expenses
3
Leads
30
Lead Analytics & Reports
1
Lead Directory
4
Lead Setup Wizard
1
Lead Stages
1
Leads (Active or Intactive)
22
Other
97
Alerts and Calendars
23
Currency
0
Custom definable Fields
6
Custom Definable Forms or Entry Screens
1
Document Viewer
8
eSign (including DocuSign)
9
Excel Connector
0
Favorites
2
Importing Excel Templates
6
Lien Waiver
4
Maps Geo Location
1
New Product Integration
7
Notifications
10
Retention Retainage Holdback
5
Tax
4
Procurement
121
Anticipated Costs
1
OCR
4
Purchase Orders
23
RFP for Procurement
2
SCO
6
Subcontract Invoices
30
Subcontracts
25
Vendor Bills
21
Projects
72
Linked Files (Projects)
22
Project Classifications
2
Project Directory
14
Project Groups
1
Team Open Items
0
Projects (Active and Inactive)
27
Quality Control
14
Checklists
6
Comply Notices
1
Permits
2
Punchlist
4
Test / Inspections
0
Reporting / Analytics
52
BI Summary Dashboards
9
Detail Financial Analytic Reports
12
Detail Report Templates
13
Log Style Reports
12
Safety
7
Safety Incidents
1
Safety Meetings
5
Site Hazard Assessments
0
Sage CM Mobile
48
Mobile - Android
21
Mobile - Apple
20
Scheduling
21
General To Do
1
Project To Do
8
Schedules (Gantt Chart)
12
Settings
64
Company Settings
3
Feature Settings
23
Feature Settings - New Dimensions Considered
1
Master Cost Codes (Standard Cost Codes)
0
Templates & Reports
3
User Properties
14
User Security Roles
18
TeamLink Portal
34
Teamlink Portal (General)
18
Teamlink User Roles
6
User Interface
86
UI User Interface Enhancements
69
UI User Interface Navigation
16
Workflow
30
Contracts and Procurement Workflow
23
Time & Expense Workflow
3
Team Open Items
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