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Sync Photos from Daily Log to the Photos Tool

We would like for the photos to automatically appear in the Photos tool when we upload to Daily Log.
Meredeth Dotson 10 months ago in Daily Log (Daily Report) / Linked Files (Projects) / Photos 2 Future consideration

Insurance Expiring Alert

An alert needs to be sent out to someone that can be set as an insurance manager letting them know that the subcontractors insurance is about to expire on their project.
Misty Toulouse 11 months ago in Projects 3 Future consideration

Create Change Proposal Request from an RFI

A typical workflow would be to create a change proposal request from a request for information. It would be beneficial to have that option added from the request for information.
Adam Clark about 1 year ago in CO / RFI 0 Future consideration

More user-friendly Daily Logs/Field Reports

The feedback we receive the most from our field guys is that since switching platforms the daily logs/field reports are not nearly as user friendly as the previous software we used. Takes approx. twice as long to complete, have to input weather ma...
Guest about 1 year ago in Documentation 0 Future consideration

Simplify and enhance the process of revising prime contracts when integrated with SIC

Ideally, the locking/unlocking of prime contracts would be permissions controlled. Once unlocked, the user should be able to edit the prime contract estimate, revenue, cost codes, etc. To best manage editing of prime contract estimates, cost codes...
Carl Lyles 4 months ago in Contracts and Procurement Workflow / Prime Contracts 0 Future consideration

Sage CM Mobile - Sort drawings alphabetically

On the sage cm mobile app there is no sort to how the drawings are displayed, this makes it very challenging when trying to find a drawing.
Jack Speshock 4 months ago in Mobile - Android / Mobile - Apple 2 Future consideration

Filter leads/projects list by "Sales Contact", "PM Contact", and "Bid Contact"

Salesmen, PMs, and Operations/Admins should be able to more easily find/identify leads and projects through filtering. "Sticky Filters" or views would be a related improvement so that filters must not be re-applied each time a salesman or PM enter...
Carl Lyles 6 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

Excel import Subcontract Schedule of Values

This is already an existing feature for Prime Contract Schedule of Values. Should be straightforward to implement this for the Subcontract side as well. Significant quality of life improvement over entering each line item manually.
Guest 12 months ago in Procurement 2 Future consideration

OCR Scan Count (Remaining Scans Allowed for the Month)

It would be helpful for Clients to see where they stand on their allowable OCR scans in the settings area.
Adam Clark 4 months ago in Company Settings / OCR 0 Future consideration

Mobile app should be able to work in offline mode

It would be helpful to be able to use the mobile app in offline mode so if you are on a site with limited or no wifi you could still enter [limited] items into the daily log: general notes, enter workforce and take photos. Then when you are back i...
John Stone 12 months ago in Sage CM Mobile 0 Future consideration