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Internal Response Emails

Currently the originator on the correspondence features will only get and email that a respondent has entered in a response if that respondent is an external contact. When the respondent is an employee in the system and they add a response, not em...
Michelle Moffatt 2 days ago in Correspondence 0 Needs review

Lock timecards for locked prime agreements

Locked prime contracts should NOT be available for selection within the same project in timecards. It is not unusual for our crew to selects wrong contract for a project when they complete their timecards. It is causing problems with reporting, in...
Guest about 2 hours ago in Cost Plus With GMP 0 Needs review

Leads section improvement

there is a restriction of viewing 100 records at a time but this is frustrating when we have many more leads and every time we go into the lead section we have to expand (especially since the dropdown to select the ‘Page Size’ is all the way at th...
Rich Foligno about 6 hours ago in Lead Analytics & Reports 0 Needs review

Photos Upload in the App

when pictures are failing to upload due to bad connection, the entire upload is canceled. When this happens in Procore, the pictures go in the queue and are uploaded when connection is restored or connection is better. We are wondering why and/or ...
Guest 13 days ago in  0 Needs review

Merge Lead Page and Project page for streamline Lead-Estimate-Project Creation

I think it would be simpler to create the project from the lead page. I should be able to create a lead, then estimate, then project.. but instead i have to create the project separately then reference the lead and/or estimate.
Guest 14 days ago in Projects 2 Future consideration

AccountingLink: full detail of Items in Purchase Order syncing

When submitting Purchase Orders to vendors, it is more commonly needed to have full detail of items needed for the Purchase Order rather than a summary of items by cost code. It would also be beneficial for this information to sync to the ERP syst...
Guest 9 days ago in Accounting Link for Sage Intacct 1 Needs review

Submittals from Spec Book

Most softwares, like procore and expedition, have the capability to generate submittal logs from a spec book, sage should have this too. In sage's case, we should be able to upload the spec book and the software should generate submittal packages ...
Cali Huys DS Constructors, LLC 8 days ago in Submittals 0 Needs review

Simplified and Integrated Digital Signature for clients

It would be nice for businesses that do small jobs frequently to have a more simplified process for signature integrated into Sage. For example, we use sub contractors on jobs that are frequent in occurrence. If the Team link could incorporate a d...
Guest 14 days ago in  0 Needs review

CPR DUE DATE

Can we add a a CPR Response due date field. It Is really hard to get respondents to respond when there isn't a date required by.
Tamera Reckks 6 days ago in CPR 0 Needs review

Track Chamges/Edits

Provide a tab listing edits and changes to fields across the various forms- Example- a Superintendent accidentally deletes or modifies field in a CPR, thus changing key financials- Currently no record exists of these changes, leading to many poten...
Guest 16 days ago in  0 Needs review