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WIP report

The WIP report embedded in the WIP dashboard needs to be an analytic report on the list by itself please.
Sue Parker 8 months ago in BI Summary Dashboards / Detail Financial Analytic Reports 1 Future consideration

Easier way to view linked file when approving bills in workflow

It would be nice if there was an eaiser way for the approver of a bill or sub invoice to be able to see the linked file of the bill image
Jack Speshock 6 months ago in Workflow 0 Future consideration

Estimated Percent Complete Entry Screen

From what I understand, when entering Estimated Percent Complete, this only impacts Labor and Equipment forecasting. It seems like the Estimated Percent Complete Details entry screen includes ALL cost codes, not just ones with labor or equipment h...
Adam Clark 6 months ago in Reporting / Analytics 1 Future consideration

Create integration with BlueBeam software

This software has great take off and drawing management capabilities not to mention others. It will give an alternative for take off
Guest 10 months ago in Drawings / Estimating Items / New Product Integration 0 Future consideration

Copy lead functionality

It has been requested to have the ability to copy leads for specific customers. It would be nice to also have the option to copy related records (eg. cost codes, prime contract, POs, subcontracts, etc)
Guest 2 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration

Kanban view of all leads grouped by Current Stage.

It would be nice to be able to organize leads in a vertical Kanban view based on each leads' "Current Stage." This is a common organizational view on other CRM software that makes for a very efficient way to view all projects in different stages.
Colton Cooper about 2 months ago in Lead Analytics & Reports / Lead Stages / Leads (Active or Intactive) 2 Planned

Alert notification bubbles

Anyway to get notification bubblies like we do up in our alerts at the top right hand corner, on the Home screen so you know you have actionable in the Alerts, Workflow, or E-sign areas?
Guest 26 days ago in Alerts and Calendars / Notifications 1 Already exists

add Project Name as a column in the workflows dashboard

Add Project Name as a column in the workflows dashboard.
Guest 26 days ago in Contracts and Procurement Workflow 0 Future consideration

Equipment - Add Equipment Deployments Feature/Table

Where Shown: Equipment Details Form (Sub-table | Single Equipment Item) Equipment Module Landing Page (Multi-Equipment Items Link) New Table Fields: Location Project Status * Scheduled Start Date Scheduled End Date Actual Start Date Actual End Dat...
Norman Wendl 26 days ago in Equipment Items 0 Future consideration

Map view of all leads.

It would be nice to have a map view of all leads to show geographical locations of all available opportunities. There is already a map of the lead location within each individual lead. If there could be an overall map showing all leads with a mark...
Colton Cooper 26 days ago in Lead Directory / Maps Geo Location 0 Future consideration