Add a field to subcontractor contracts to choose if contract is signed or pending
Add either a check mark or a drop down option with each subcontract that defaults to pending/unsigned and once we get a signed contract from the sub change it to signed. Add it as a column option to the sub invoice list so we can quickly scroll an...
Please put Checkbox fields on main info page for Companies to identify MBE, WBE or SDVOB- as almost all public work requires %s of each of these to be hired.
Many ask for auto notifications of an email. Example email sub that COI expires in 7 days. Auto notification that their bill is due the 25th of the month. Auto email that a document RFI/submittal is past due. Many, many requests for these type of ...
The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal...
Before audits, we need to provide copies of the insurance certificates for a particular period. It would be great to have the ability to run a report and download a PDF version of the insurance certificates that are stored on Sage CM.