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In the daily log module, the ability to attach pictures to the individual “activity types” rather than under the “linked files” would be very helpful.

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Guest about 1 month ago in Daily Log (Daily Report) 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 over 1 year ago in Job Cost Codes 3 Future consideration

Ability to "favorite" projects

On the project overview page it would be nice to be able to favorite projects and have them appear in the "jump to" drop down. As an admin I need access to all projects but there are certain ones our admins oversee regularly and faster access woul...
Kenani Brandon over 1 year ago in Favorites / Projects (Active and Inactive) 1 Future consideration

Simplify the navigation

For instance, why is there not an option on a CPR to convert to a CO, same thing with PO's to Invoices etc. Also, just the overall navigation, from many customers, is that there are so many clicks. Suggestion would be to rearrange the layout. Crea...
Guest about 1 month ago in UI User Interface Navigation / User Interface 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 over 1 year ago in Documentation 0 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 over 1 year ago in Digitizer / Document Viewer / Drawings 0 Future consideration

Allow for bills being imported (from SIC) to be automatically approved

We frequently import bills (from SIC) to multiple projects at a time in order to upload payroll costs, credit card charges, etc to projects in SCM. In doing so, these bills default to a status of "pending". In reality, these bills have already gon...
Carl Lyles 11 months ago in Accounting Link for Sage Intacct / Contracts and Procurement Workflow 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 over 1 year ago in Projects 3 Future consideration

Ability to send email notifications to subs within the app

When creating punchlist items in the mobile app we have the ability to assign to third party subs or vendors, but not the ability to send that notification to the vendor.
Guest 5 months ago in Sage CM Mobile 2 Already exists

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 about 1 year ago in Workflow 1 Future consideration