Estimating, RFP, Proposals (Pre-Construction)

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"Estimate Title" Bookmark for Detail Report Templates

We have clients who build out multiple Estimates on Leads and right now they would like to use "Estimate Title" as a bookmark for identifying the estimate used in the Detail Report Template because "Project Title" is the same for all the Estimates.

Guest about 2 months ago in Detail Report Templates / Proposals, Reports, Logs, Exports 1 Future consideration

2 VOTE

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 4 months ago in Estimating, RFP, Proposals (Pre-Construction) / Leads 0 Future consideration

6 VOTE

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

2 VOTE

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

5 VOTE

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.

Norman Wendl 11 months ago in Detail Financial Analytic Reports / Locations / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Future consideration

2 VOTE

Create Estimates on Ipad

Be able to create estimates on the Ipad or an option to view it

Guest 5 months ago in Estimating Items / Mobile - Android / Mobile - Apple 1 Future consideration

2 VOTE

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

5 VOTE

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

1 VOTE

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

5 VOTE

Add a quantity field for Locations that can be used as a factor in the estimates

We're a GC in the hotel renovation business and when we prepare our estimates, we break it down by room types, which would be equivalent to locations in SAGE CM. Examples would be "Typical King Rooms" or "King Suites" or "King ADA Rooms" or "Typic...

Beverly McKay over 1 year ago in Estimate Cost Codes (WBS) / Estimating Items / Locations 0 Future consideration

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