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Would be nice if we have an option to send automatically email directly from sage when the project manager reject the invoice sent by subcontractor with an option to add the reason why was rejected

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Guest 9 months ago in Contracts and Procurement Workflow / Lien Waiver / Subcontract Invoices 1 Future consideration

Project Title and Prime Contract Title on Subcontract

We would like the Project Title and Prime Contract Title on Subcontract. When we are going through a workflow to approve it we cannot tell what project it is for.
Guest 3 months ago in Contracts and Procurement Workflow / Subcontracts 0 Future consideration

Automatically Link Proposal to Estimate Linked Files when "Emailing PDF" of Proposal

When emailing a proposal through the estimating module, it would be desirable to have the sent proposal letter automatically linked to the corresponding estimate. In the Estimate Property Details page, it would also be desirable that the details o...
Carl Lyles 2 months ago in New Email Features & Email Browsing / Proposals, Reports, Logs, Exports 0 Future consideration

Allow for setting default "responsible contact" by item in checklist template

As described in idea (SAGECM-I-552), we utilize checklists for internal workflow purposes. It would be desirable to set defaults for the "responsible contact" by item in the checklist template, so that when adding the checklist template to a lead/...
Carl Lyles 2 months ago in Checklists / Contacts 3 Future consideration

Time Card Questions before clocking out

Our other timeclock app allows us to add customized questions before the employee can clock out. "Were you injured today" "Did you witness anyone else get injured today" "Did you arrive at work sober from alcohol and drugs". etc. These have proved...
Wayne Martin 5 months ago in HR, Time, and Expenses 0 Future consideration

Added Details to Checklist Reports

When running the report for a checklist, it leaves out details that are entered when creating the checklist (task assigned to _____, and due date). This would be great to include in the report because we could send our Owner's a report showing tas...
Guest about 1 month ago in Checklists / Log Style Reports 1 Future consideration

Before and after photos in punchlist reports

When printing punchlist list reports it would be very helpful if there was an option to attach the before and complete photos directly into the report.
Kenani Brandon 2 months ago in Photos / Punchlist 1 Future consideration

Push Classifications to Intacct. Project Type on the Project Record for example.

Project type is extremely useful for filtering and reporting in Intacct and as the field is native in both systems can it be pushed. The other classifications would also be useful.
Matthew Carlisle 6 months ago in Accounting Link for Sage Intacct 1 Future consideration

Drawings for Field View and Mark ups on Mobile Platform

Availability for drawings to be viewed and marked up on field, similar to fieldwire. Current viewer is very old and has glitches.
Guest 9 months ago in Drawings, Specifications & ITBs 0 Future consideration

Add Resource on Subcontracts other than S and Unbillable

Sometimes Subcontractors also supply material. Allow each cost code line item to include a Resource and if it is Billable or Unbillable for a Cost Plus contract. We might have a sub do some correction work we don't want the owner to be billed for.
Annie Kendrick 9 months ago in Cost Plus With GMP / Cost Plus Without GMP / Subcontract Invoices / Subcontracts 0 Future consideration