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Scheduling auto-save

Please add an auto-save feature in the scheduling module.
Guest 4 months ago in Scheduling / UI User Interface Enhancements 0 Future consideration

Prime Retainage Options

There needs to be an option to select the amount of retainage for each line on the prime rather then the all or nothing option selected before hand. Each prime line is different and one may have retainage while another line may not.
Guest 7 months ago in Job Cost Codes / Prime Invoices / Retention Retainage Holdback 1 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 about 1 year ago in Projects 3 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 over 1 year ago in Documentation 0 Future consideration

Multientity Email Templates

Be able to have a drop down to choose which entity the project is assigned to and then for email templates (whether its standard or custom) to be defaulted to that entity in scm
Ariel Johannes 8 months ago in Companies / Contacts / Email Templates (includes custom template) / Templates & Reports 1 Future consideration

Submittal - Auto update the responsible company field

When using workflow for a submittal. The responsible company field should auto update with who is set to approve the submittal.
Jack Speshock 11 months ago in New Email Features & Email Browsing / Submittals 0 Future consideration

Allow scheduled reports to be emailed

Clients should be able to select a contact/ user and have a report prebuilt/ filtered and then schedule that report to run and then send (via email) to the designated contact. This would help automate their reporting and communication standards.
Patrick Sheppard 4 months ago in New Email Features & Email Browsing / Reporting / Analytics 0 Future consideration

Time Expense & Misc .Expense Log View - add columns for Sub Total and Sale Tax

We track the Sales tax and the total would be nice to see the columns.
Guest 4 months ago in Misc. Expenses / UI User Interface Enhancements 1 Future consideration

Add a scale tool to the drawings viewer

Add a tool where the user can set the drawing scale, this will allow them to know the measurements of items in the drawings.
Jack Speshock about 1 year ago in Digitizer / Document Viewer / Drawings 0 Future consideration

Workflow - Make approval history reportable

Currently the only way to see a list / log of who approved what transactions is to go the transaction itself and scroll down to the workflow section. This needs to be available to include in log reports so a user can print an audit log of who appr...
Jack Speshock 12 months ago in Workflow 0 Future consideration