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Pull quantities in from Excel/HCSS

We would like to pull quantities from a third party program or with an Excel import rather than manually updating the daily log.
Jenny Pewtherer 9 months ago in Daily Log (Daily Report) / Importing Excel Templates / Unit Price with Billed Quantity 4 Future consideration

Have taxes be addable and specifiable in estimate proposal

I would like to be able to, as a part of building a estimate proposal, be able to add taxes - similar to how they would be shown in a prime contract. Ideally, I think having them be like a global markup or being able to independently add the tax t...
Sean Coffman 5 months ago in Estimating, RFP, Proposals (Pre-Construction) / Tax 1 Future consideration

Automated notifications of new or updated drawings

When new drawings are added to a project or updated drawings are uploaded there should be an automated notification that is sent to members of the project directory who have a teamlink role assigned.
Jack Speshock about 1 year ago in Drawings / Notifications 2 Planned

Invoice Approval - Being Able to Add Comments When Approving via Email

When you approve through the mobile app or the desktop browser you see an approved and a reject button. When clicking on those, a window displays a comment field to type into. It would be helpful if you approved through the email notification that...
Adam Clark 7 months ago in Contracts and Procurement Workflow / New Email Features & Email Browsing / Notifications 0 Future consideration

Import project records

Ability to import project records into SCM to bring in historical projects.
Jo Steiner 11 months ago in Accounting Link for Sage Intacct / New Product Integration / Projects 3 Future consideration

Provide a notification to the CC’d members when the submittal has be responded to.

Please adjust the settings within SCM to provide a notification to the CC’d members when the submittal has be responded to and posted.
Guest over 1 year ago in Notifications / Submittals / UI User Interface Enhancements 3 Future consideration

Email checklists

Allow to email the checklist assignment to the assignees.
Guest 6 months ago in Alerts and Calendars / Checklists / New Email Features & Email Browsing / Notifications 0 Future consideration

Add a scale tool to the drawings viewer

Add a tool where the user can set the drawing scale, this will allow them to know the measurements of items in the drawings.
Jack Speshock about 1 year ago in Digitizer / Document Viewer / Drawings 0 Future consideration

Add a Rating tag for companies in Contact Management

Add a field that would allow users to rate vendors. For the sake of the current Contact Management setup, the ratings would be: 1 2 3 4 5 N/A [N/A for companies who are only clients]
Audrey Peebles 5 months ago in Contact Management / New Product Integration / Project Directory 4 Future consideration

Make the calendars able to be synced to something like google calendars

Implement functionality that allows Sage calendars (Bids due and Projects) to sync with external calendar platforms, such as Google Calendar, Outlook, or Apple Calendar.
Guest 2 months ago in Alerts and Calendars / Notifications / Scheduling 0 Future consideration