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Create a Bookmark for CPR Due Date

There is an area in the CPR module that you can enter the Proposal Completion Due Date. We need this to appear on the CPR report we send to our Owners. Please make a bookmark that would allow us to add this to our custom reports so Owners know whe...
Kenani Brandon 12 months ago in CPR / Templates & Reports 0 Already exists

Multiple Currencies

Can we have the ability to choose if our vendors and/or clients are US $, CDN $ or otherwise? We deal with all and would like to be able to choose what currency we pay or invoice in!
Guest about 1 year ago in Companies / Company Settings 0 Unlikely to Implement

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 7 months ago in Feature Settings / Log Style Reports 2 Future consideration

Setting for Labour role on timesheet only changes billable rate

When add a labour role to a timesheet could there be a setting so this only changes the timecards billable rate and therefore costs will only come from the employess HR settings. When someone can be billed out as different roles doesn't mean their...
Tim Smith 7 months ago in Feature Settings / Labor / Craft Codes / Labor Timecards 0 Future consideration

Set default workflow type for RFI's

Have the ability in feature settings to set a default workflow type for RFI's
Jack Speshock 8 months ago in Feature Settings / RFI 0 Future consideration

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...
Adam Clark 10 months ago in Daily Log (Daily Report) / User Security Roles 0 Future consideration

Rename fields

Some companies do not use sales contacts and would like to repurpose the field as a way to track the superintendent on the job. Another use for this would be to rename a date field to have another use.
Jack Speshock 10 months ago in Custom definable Fields / Feature Settings / Lead Directory / Leads (Active or Intactive) / Project Directory / Projects (Active and Inactive) 0 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 11 months ago in Company Settings / Subcontract Invoices / Subcontracts 0 Future consideration

export to Paychex

ADP and Paychex are the largest payroll vendors. you have an export to ADP, can you create an export function for paychex. please see the attached instructions from Paychex.
Guest about 1 year ago in Clock-In / Clock-Out / Feature Settings / Labor Timecards 0 Future consideration

Workers time card review on their app should be able to go back longer than 1 week

No description provided
Ken Boyechko 12 months ago in Feature Settings / Labor Timecards 0 Already exists