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Feature Settings

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Rename Feature within SCM

Be able to rename a work order to something else, for example my Masonry client receives Purchase Orders from the County which are really Work Orders. The client would like to rename work order to purchase order to not have confusion for their team.
Guest about 2 months ago in Feature Settings / UI User Interface Enhancements 1 Future consideration

Auto Add Weather to Daily Logs

Have Weather conditions Auto Populate in Daily Logs
Guest 3 months ago in Daily Log (Daily Report) / Feature Settings / New Email Features & Email Browsing 0 Future consideration

Additional disciplines need to be added for drawing upload descriptions. At a minimum, there should be ones that say MECHANICALS COMBINED, FIRE PROTECTION, TECHNOLOGY, INTERIORS, and FOOD SERVICE. These are common everyday designations for drawing sets in the construction industry.

No description provided
Guest 4 months ago in Drawings / Drawings, Specifications & ITBs / Feature Settings 1 Already exists

Meetings - Items library that can be imported into New Business section.

These items would be set up in Settings | Feature Settings | Documentation.
Norman Wendl 3 months ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 Future consideration

Add Option to Include Pending Transactions in Previous Calculations for Subcontracts, SCO's, & PO's

Add a company/global setting to "Include Pending Transactions in Previous Calculations for Sub Commitments (Subcontracts, SCO's, & PO's)". This would help us track executed commitments vs non-executed commitments.
Meredeth Dotson 3 months ago in Feature Settings / Purchase Orders / SCO / Subcontracts 7 Already exists

Purchase Order Statuses

Customers are looking for more status options on purchase orders such received, invoiced, and closed.
Sue Parker 4 months ago in Feature Settings / Purchase Orders 0 Future consideration

Make the Lead Stages sequence editable

If you want to add some additional stages you can't get them into the correct sequence as the stage number is used as key information (see attached) The sequence is important for display order and how analytics and last stages works. Main issue wo...
Tim Smith 3 months ago in Feature Settings / Lead Stages 2 Future consideration

Clock in/out notifications

Add notifications to the app when a user arrives inside a project geofence to clock in and when they leave to clock out. Also a notification to managers when field staff clock in/out outside a projects geofence area
Tim Smith 8 months ago in Clock-In / Clock-Out / Feature Settings 0 Future consideration

Add Classification to Prime Contracts

We need to be able to add Classification to Prime Contracts in order to Map the different income accounts within the same Project. Is there any way to get back to me to see if this is feasible in the near future? We we're hoping to get this done i...
Guest 3 months ago in Feature Settings / Prime Contracts / Projects (Active and Inactive) 0 Future consideration

Classifications added per Prime vs per Project

We have a client who would like to be able to assign classifications per prime rather than per project. They've got mulitple primes under every project, and would like anohter level of deliniation. Especially from a reporting standpoint to group a...
Grant Shields 4 months ago in Feature Settings / Prime Contracts 0 Future consideration