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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 2 years ago in Documentation 0 Future consideration

Import project records

Ability to import project records into SCM to bring in historical projects.
Jo Steiner over 1 year ago in Accounting Link for Sage Intacct / New Product Integration / Projects 3 Future consideration

Custom Fields - Companies, Contacts, Leads, Projects, Prime Contracts, and Subcontracts

It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...

Submittal - Status comments on item

Currently when a respondent can only leave comments for the entire submittal package, it would be more helpful if they could leave the comments at the item level
Jack Speshock over 1 year ago in Submittals 0 Future consideration

Can there be more than 5 cost types

Client needs the ability to create more than 5 cost types to split data out in Sage Intacct
Guest almost 2 years ago in Job Cost Codes 3 Future consideration

Provide a notification to the CC’d members when the submittal has be responded to.

Please adjust the settings within SCM to provide a notification to the CC’d members when the submittal has be responded to and posted.
Guest almost 2 years ago in Notifications / Submittals / UI User Interface Enhancements 3 Future consideration

Populate PO fields in Intacct form SCM import

It would be great of the PO from SCM going into Intacct would populate fields like the Schedule dates or the Internal Issued by field with the employee who created the project.
Brandon Dahn over 1 year ago in Accounting Link for Sage Intacct / Purchase Orders 0 Future consideration

SCM Test Environment

I wanted to address an important issue we are facing with our current setup. We have successfully linked SCM with multiple systems, all of which have their own test environments. However, SCM itself does not offer a test environment, which renders...
Guest over 1 year ago in User Interface 0 Future consideration

Increased submittal response options

It seems that when a respondent uploads their response there is no section for them to list whether they approved or rejected the submittal. Please add response options: Approved, Approved as noted, Revise & Resubmit. This would help all part...
Matthew Carlisle about 1 year ago in Submittals 2 Already exists

Better Insight into the PO Items and Daily Log Qty

They want better visibily on the PO of the daily log qty for the items. Right now you do not see that until creating a bill for the PO. Also, want better visibility on the Daily Log when entering in the delivery of how many items have already been...
Michelle Moffatt 9 months ago in Purchase Orders 1 Planned