For larger projects, there are are often many meetings with the client prior to us being awarded the job. It would be extremely helpful if the Meetings tools were also available under Leads the same way the are under Projects.
Can a section be added for either an ASI (Architect's Supplemental Instruction) or a CB (Construction Bulletin)? We get these often and need a place to upload them for all project vendors/owners/architects to see at all times.
Guest
6 months ago
in Documentation
4
Future consideration
It would be helpful that when an invoice is entered from a Work Order if it automatically closed and locked the work order. Or at least have this as an option in set-up.
Time & Expense User - Ability to Add Photos (not through Daily Log)
Time & Expense Users seem to be able to add photos through a daily log. And I am aware of the "Automatically Link uploaded images to Photos" setting in Feature Settings. It would be helpful if they could add photos to the Project without using...
it would be nice to track haul tickets in the Daily Log by Vendor and those that self perform. Sage CMS would then be ideal for the small civil contractor. There is not any other product in the smaller sphere that offers this functionality and it ...