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Feature Settings

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Auto Add Weather to Daily Logs

Have Weather conditions Auto Populate in Daily Logs
Guest 5 months ago in Daily Log (Daily Report) / Feature Settings / New Email Features & Email Browsing 0 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 4 months ago in Feature Settings / UI User Interface Enhancements 1 Future consideration

Purchase Order Statuses

Customers are looking for more status options on purchase orders such received, invoiced, and closed.
Sue Parker 7 months ago in Feature Settings / Purchase Orders 0 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 10 months ago in Clock-In / Clock-Out / Feature Settings 0 Future consideration

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

These items would be set up in Settings | Feature Settings | Documentation.
Norman Wendl 5 months ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 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 10 months ago in Feature Settings / Linked Files (Projects) 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 7 months ago in Feature Settings / Prime Contracts 0 Future consideration

Printing reports for multiple projects in a single job format.

Hello! Can you guys add a feature for multi-project reporting that prints each job by open/closed and project field instead of automatically rolling them all together? It would save time from having our admin staff print the individual job reco...
Guest 7 months ago in Detail Financial Analytic Reports / Feature Settings / Log Style Reports 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 5 months ago in Feature Settings / Lead Stages 2 Future consideration

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 5 months ago in Feature Settings / Safety Meetings 0 Future consideration