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Estimating, RFP, Proposals (Pre-Construction)

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Add scheduling (gantt) to leads

It would be useful to have the scheduling tools in the leads section so that a schedule can be built out while an estimate is being created
Aaron Henry 3 months ago in Estimating, RFP, Proposals (Pre-Construction) / Leads 0 Future consideration

Add a total line to the item entry window in the estimating module.

I would like to see the total of the item I am entering on the same screen as I am entering the numbers in. Simple one line add for total item costs.
Ben Walters 4 months ago in Estimating Items / Work Items 1 Future consideration

System setting to default "Enable Locations" on estiamtes

The current default for "enable locations" is unchecked when creating estimates. For businesses that will consistently utilize the "Enable locations" feature, it would be desirable to have a company setting that would allow for "enable locations" ...
Carl Lyles 11 months ago in Locations / UI User Interface Navigation 0 Future consideration

Intuitive one screen estimating

Could we get an estimating module that is not a chore to use. One screen or less as a moto. Currently, to enter one line item on an estimate it takes 4 different screen and windows before you are able to enter a price. And you have to do this for ...
Ben Walters 4 months ago in Estimating Items / UI User Interface Navigation 0 Future consideration

Add Project Specific Locations for job cost reporting purposes

Currently, project specific locations can be used on an estimate only. However, it would be nice to copy these locations to the project side via the contract admin setup wizard. This would facilitate a new set of job cost reports by location.

Create Estimates on Ipad

Be able to create estimates on the Ipad or an option to view it
Guest 4 months ago in Estimating Items / Mobile - Android / Mobile - Apple 1 Future consideration

Add a margin to individual items in an estimate

Would like to be able to select the Margin percentage from the drop down of an individual items cost type.
Stacey Leary 5 months ago in Estimating Items 1 Future consideration

Rearrange estimate codes

Please implement a feature that allows you to rearrange the estimate cost code by dragging; the method you have now is very inefficient.
Guest 3 months ago in Estimate Cost Codes (WBS) / Estimating Items 0 Future consideration

Allow grouping of estimate by owner code

Many of our larger customers provide templates as to how they wish for their estimates to be broken down. These templates include line items with specific descriptions. Upon project award, these same line items and descriptions become the basis fo...
Carl Lyles about 1 year ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

Add "Internal Notes" section to Estimate Tabs

It is often useful to have some space for internal notes when building an estimate. Having a tab similar to "drawings" and "specs" where such notes may be added would be useful.
Carl Lyles 9 months ago in Estimate Cost Codes (WBS) / Estimating Items / Work Items 3 Already exists