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Alert-New Insurance Cert Uploaded via Portal

Would like an alert to be triggered when a sub uploads a new insurance certificate and/or license via the Teamlink portal so the user knows this has happened and can review it.

Sue Parker 11 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 0 Future consideration

9 VOTE

Permit Expiration Alert

It would be great if permit expiration date was noted on the Project Alert Calendar and Team Open Items.

Kenani Brandon over 1 year ago in Alerts and Calendars / Permits 0 Future consideration

8 VOTE

Sliding Scale retention (retainage)

Most contracts in New Zealand and Australia that have retention held are not a flat percentage being held across the contract. The common rules are NZ 10% up to $200,000 then 5% next $800,000 and 1.75% next $8,000,000 then nothing after that AUS 1...

Tim Smith about 1 year ago in Prime Contracts / Prime Invoices / Retention Retainage Holdback / Subcontract Invoices / Subcontracts 2 Future consideration

1 VOTE

JCC import error if the ID & Description for CC do not match master list ID & Description

This would come in handy in the given scenario: If the client is trying to import cost codes via the Excel import onto a prime contract (the job cost codes) or trying to manually add an item to the contract, it would be nice to have an error or me...

Patrick Sheppard about 2 months ago in Importing Excel Templates / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts 0 Future consideration

3 VOTE

Email Recipient List

Allow more flexibility with the recipient list of features like prime invoicing. We should be able to send a prime invoice to a Architect for approval before we send it to the owner. And when we send a document for E-Sign, the system should allow ...

Norge Arnaiz Jr 6 months ago in eSign (including DocuSign) / Linked Files (Projects) / Prime Invoices 2 Future consideration

2 VOTE

Ability to add miscellaneous files to the file folders

Add a feature to store and share project-related files such as signed POs, contracts, subcontracts, etc. At the moment, we don't have any way of creating file folders. Use case: where do I keep signed contracts that was scanned and sent to me by o...

Guest 4 months ago in Document Viewer / Linked Files (Projects) 1 Future consideration

6 VOTE

all analytic reports should have the option without tax

All Sage CM customers in Canada, UK, Australia, NZ and others - DO NOT include GST - VAT as a Cost to a Job. This would also apply to Sage Intacct.

Ian Broadfoot about 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports / Tax 1 Future consideration

5 VOTE

Email Meeting Invite flags Attendees as invited

Currently, when you send the email meeting invite, you have to go to the attendee's list, manually flag who has been invited, and enter the invite date. Can this be automated so that when sending an invite email, it flags the attendees as invited?

Tim Smith 12 months ago in Meetings / Notifications / Safety Meetings 0 Future consideration

4 VOTE

RETAINAGE TO BE PROPERLY IDENTIFIED ON CHECKStubs

It is industry standard to withhold retainage on subcontracts, the check stubs should reflect this amount being withheld - identifying it clearly as retainage.

Guest 10 months ago in Retention Retainage Holdback / Subcontract Invoices 1 Future consideration

2 VOTE

Add Project Start Date and/or Milestone Tasks to Alerts

It would be very helpful to add project start/end dates and/or milestone tasks to the alerts calendar.

Guest 5 months ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

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