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Feature Settings

Additional fields for anticipated cost

it would be really helpful if there were a few more field on each line for anticipated cost entry, like vendor name and date anticipated for the cost.
Brandon Dahn over 1 year ago in Anticipated Costs / Feature Settings Future consideration

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.
Ariel Johannes almost 2 years ago in Feature Settings / UI User Interface Enhancements Future consideration

Auto Add Weather to Daily Logs

Have Weather conditions Auto Populate in Daily Logs
Guest about 2 years ago in Daily Log (Daily Report) / Feature Settings / New Email Features & Email Browsing Future consideration

Purchase Order Statuses

Customers are looking for more status options on purchase orders such received, invoiced, and closed.
Sue Parker about 2 years ago in Feature Settings / Purchase Orders 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 about 2 years ago in Feature Settings / Lead Stages Future consideration

Show In Portal

give the option of changing the default setting to not show in portal. This way you can add an item and it wont automatically show in the portal.
Guest over 2 years ago in Feature Settings / Linked Files (Projects) 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 over 2 years ago in Clock-In / Clock-Out / Feature Settings Future consideration

Rename fields

Some companies do not use sales contacts and would like to repurpose the field as a way to track the superintendent on the job. Another use for this would be to rename a date field to have another use.

Safety Meetings - Add Safety Meeting Topic Templates - Description and Default Discussion items

Template Location: Settings > Feature Settings > QC & Safety Wizard to copy Topic Template to Project
Norman Wendl about 2 years ago in Feature Settings / Safety Meetings 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 about 2 years ago in Drawings / Drawings, Specifications & ITBs / Feature Settings Already exists