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Inactivate detail word templates

The ability to deactivate detail word templates for templates in which a Client does not want their users to be able to access
Adam Clark 11 months ago in Detail Report Templates / Templates & Reports 2 Future consideration

Mobile App - Add Work Order Option

The mobile app needs to be able to initiate/open the work order. This is a must have request for many prospects.
Sue Parker 10 months ago in Mobile - Android / Mobile - Apple / User Security Roles / Work Orders 0 Planned

Printing reports for multiple projects in a single job format.

Hello! Can you guys add a feature for multi-project reporting that prints each job by open/closed and project field instead of automatically rolling them all together? It would save time from having our admin staff print the individual job reco...
Guest 3 months ago in Detail Financial Analytic Reports / Feature Settings / Log Style Reports 0 Future consideration

Biometric Time Tracking Capability

Similar to companies like Raken, BusyBusy, and Findd, Sage should have the buility to track time using facial recognition.
Guest 3 months ago in Clock-In / Clock-Out / Labor Timecards / User Properties 0 Future consideration

Add project directory to favorites

Project directory is not available to be added as a favorite
Jack Speshock 3 months ago in Project Directory / User Properties 0 Future consideration

Make the "Project Estimated Start and Finish Date" Required When Editing Lead Info

The Project Estimated Start and Finish Date fields are very important for giving end users a sense of direction regarding a lead. Within the current environment, this field isn't required, leading to potentially misleading or absent information do...
Guest 4 months ago in Feature Settings / Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Set up favorites by role

We have the ability to set up roles or user types in the settings. It would be helpful for us, as admins, to be able to set up a default list of favorites for each role so that they immediately have access to the shortcuts they will use from day 1.
Dario Tomic 9 months ago in Favorites / User Security Roles 0 Future consideration

Separate/Itemize Burden Types in Custom Reports

Currently, all types of burden are lumped together and reported as one number. It would be great to be able to report various burden types (e.g. Workers Comp) with separate accumulators for each type of account-specific burden created in Feature S...
Matt Evers 4 months ago in Feature Settings / Labor / Craft Codes / Labor Timecards / Log Style Reports 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 6 months ago in Feature Settings / Purchase Orders / Subcontracts 0 Future consideration

Additions /Changes to Subcontract Status Types

It would be beneficial to either be able to customize or pick from preselected options that are more descriptive. For example, pending is very vague and doesn't give enough detail as to what is pending. A contract admin should be able to produce a...
Guest 2 months ago in Feature Settings / Log Style Reports 2 Future consideration