All ideas

Be able to send daily log detail report from the sage cm mobile app.

When posting into Intacct, the system's logic will attempt to link or create the vendor attached to a PO/Subcontract that has not yet been linked/does not exist in Intacct. Can we configure the integration to prevent the creation of new vendors du...

When creating a lead, it would be nice if the system autogenerated a lead number. It would be great if this were based maybe on a sequential series + date.

This would enable an option to run an estimated vs Actual hours from the data entered in SCM. If this data could land in the production unit column of the Intacct's estimate screen to provide the most reporting opportunities.

Workflow templates - for submittals the ability to create and apply custom project specific workflow templates to submittals would also save alot of time. Being able to create several templates for civil, structural, architect & MEP reviews w...

With workflow enabled, it is still possible to download and/or send POs, Subcontracts, SCOs, etc prior to approval. Ideally, the ability to download and send these documents would be restricted until approved.

Add either a check mark or a drop down option with each subcontract that defaults to pending/unsigned and once we get a signed contract from the sub change it to signed. Add it as a column option to the sub invoice list so we can quickly scroll an...

For Original Contract Items Retainage Total

Clients have expressed wanting better revenue forecasting within SCM. They would like to see the expected revenue for future months, pull in the expected revenue from active projects and the expected revenue from active leads based on the estimate...

A way to convert all clock-ins to labor timecards in one UI, rather than having to first select the individual project & project contract