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Subcontracts

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Subcontract Issued to Project Owner for approval before the subcontractor approves.

Our current workflow is to have the owner/owner's rep sign the subcontract report. This authorizes us as the contractor to then contract with the subcontractor for the value they have presented against the budget. Is there a way to have the Issued...
Guest about 1 year ago in Contracts and Procurement Workflow / eSign (including DocuSign) / Subcontracts 3 Future consideration

Add more filter options when importing estimate items in Contract Admin and Procurement features

See attached mockup for more details
Norman Wendl about 1 year ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 0 Future consideration

Add Alternates Section to Subcontracts

Many times our clients would like alternates included in a subcontract so items and prices are locked in if they choose to go with a different product or add additional scope. There should be an area these can be added into Sage Construction Manag...
Kenani Brandon about 1 year ago in Allowance Packages / Subcontracts 1 Future consideration

Use Locations for Work Orders and Cost

Currently Locations are only available for use on the client side. It would be beneficial to be able to have the Locations field populate on the cost side such as work orders, subcontracts, reports, etc. The time it would save to pop in a location...
Dawn Parents over 1 year ago in Prime Contracts / Purchase Orders / Subcontracts / Work Orders 0 Future consideration

Ability to group Purchase Order Line items and Subcontract line items

When entering Purchase order line items or Subcontract line items, it will be usefull to allow grouping of Items. As an example: GROUND FLOOR Rough In; Qty = 1; LumpSum; $100,000; Tax Code Finish; Qty = 1; Lumpsum; $50,000; Tax Code FIRST FLOOR Ro...
Shiva Muthuswamy over 1 year ago in Feature Settings / Purchase Orders / Subcontracts 0 Future consideration

Copy PO, Bill and Subcontract Wizard - Add Project Status option (ie. active, archived) to copy transactions from inactive jobs

Currently, the Copy PO, Bill and Subcontract Wizard will only show active jobs. Adding a project status option will allow users to copy transactions from jobs that have been archived.
Norman Wendl about 1 year ago in Purchase Orders / Subcontracts / Vendor Bills 0 Future consideration

Item Code column visible on Contract and Invoice

There is a field "Item Code" in Prime and Subcontracts but it only sits in the background of the contract items. We find (more commonly in Unit Price contracts) that the Item Code that you need to present to the client or subcontractor presents to...
Tim Smith over 1 year ago in Prime Contracts / Subcontracts 0 Future consideration

Ability to Assign Retainage % by Item Type

Fixed Lump Sum Contracts: Original Items (Work Retainage %, Stored Retainage %) CO Items (Work Retainage %, Stored Retainage %) Cost Plus with or without GMP Contracts: Bills (Work Retainage %) Sub Invoices (Work Retainage %) Labor Timecards (Work...
Norman Wendl about 1 year ago in Prime Contracts / Prime Invoices / Subcontract Invoices / Subcontracts 0 Future consideration

Turn off Auto Lock Feature for CO and Subcontracts

Our change orders and subcontracts have started auto locking after the sub signs the contract. Is there a way to turn off this auto lock feature?
Jen Marucci over 1 year ago in Prime Contracts / Subcontracts 3 Future consideration

Bills & Subcontracts to track tax as tax liability & exclude from subcontract items

We would like to track tax as a tax liability, but exclude it from subcontract items. So, we add the liability on the subcontract, and can bill against it, but it isn't included in the subcontract.
Trina Lapena over 1 year ago in Company Settings / Subcontract Invoices / Subcontracts 0 Future consideration