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OCR Scan Count (Remaining Scans Allowed for the Month)

It would be helpful for Clients to see where they stand on their allowable OCR scans in the settings area.
Adam Clark 6 months ago in Company Settings / OCR 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 10 months ago in Workflow 0 Future consideration

Workflow Stock Report

Can a workflow stock report be created? I created a custom report pulling in the two workflow data views but the WorkflowTransactionIfApprovers table only brings in the participants that have already approved, can the participants who are yet to a...
Michelle Moffatt 3 months ago in Contracts and Procurement Workflow / Log Style Reports 0 Future consideration

Automatic Reminders for overdue items requested from Subs/Vendors/Clients/Architects

It would be nice for Sage to send out auto reminders to vendors that for example, a submittal was due yesterday, and then again the next day until it is marked in the system. I know you can run a report to see whats open and manually send a remind...
Aimee Boehm 11 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 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 over 1 year ago in Drawings / Estimating Items / New Product Integration 0 Future consideration

Ability to create Change Orders of a different Contract Type than Prime Contract

It is very common in our industry for change orders to have a different contract type than the prime contract. For example, a project may be initiated from an estimate as a fixed lump sum contract. As the project progresses, a change order may ini...
Carl Lyles 6 months ago in CO 9 Future consideration

Add drawings and specs from mobile app

I have had a customer request the ability to upload drawings and specs from the mobile app. Their project managers all have iPads that they use for work.
Jack Speshock about 1 year ago in Drawings / Mobile - Android / Mobile - Apple 0 Future consideration

estimate summary report

I need a report that should already be available. There needs to be a report of the current estimate by lead including these columns, cost code, description, quantity, units and rates for each of these, (Material, labor, equipment, Sub and other),...
Ben Walters about 1 month ago in Estimating Items / Proposals, Reports, Logs, Exports 3 Already exists

Add project location for work orders and subcontracts

being able to have project locations for home builders or other industry for example bathroom, kitchen, mudroom, etc. to be added to work orders and subcontracts and trhoughout the workflow for visibility in the project
Ariel Johannes 5 months ago in Locations / Procurement / Work Orders 0 Future consideration

Add Vendors to ITB by Classification List, Not By Distance

The add by classification window for ITB does not do as it suggests. If I wanted to search by distance from the project, that should be a separate option. When adding by classification, I just want to see the list of vendors in the classification ...
Karson Smith 5 months ago in ITB (Invitation to Bid) 2 Future consideration