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Insurance for Architects & Engineers

Architects and Engineers are not required to provide insurance to us, but they will show up as "without insurance on active projects". Is it planned to create a check box to say someone does not require insurance, so they will not show up in that ...
Molly Toledo about 1 year ago in Projects 1 Future consideration

Specification Burst

Prospects are looking to burst specifications into specific sections using a burst feature similar to the drawings.
Sue Parker over 1 year ago in Drawings, Specifications & ITBs 0 Future consideration

Freeze Pane

When entering items into an estimate the top row should be frozen so if you are adding a lot then you can still see where M L S and O are.
Guest 3 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Project Manager Sync

Have the project manager assigned in SageCM sync to the project manager field when exported/created in SageIntacct. Similar to how project type in SageCM syncs to SageIntacct.
Guest 8 months ago in Accounting Link for Sage Intacct 0 Future consideration

Add a lead without a company

Contractors in the residential market dont necessarily use companies as their client, it would be directly to a person or homeowner in most cases.
Guest 3 months ago in Lead Setup Wizard 0 Future consideration

Add a total line to the item entry window in the estimating module.

I would like to see the total of the item I am entering on the same screen as I am entering the numbers in. Simple one line add for total item costs.
Ben Walters 3 months ago in Estimating Items / Work Items 1 Future consideration

Favorites links on Home Page

When opening the Sage phone app AND the web browser, the user assigned favorites should be front and center. It's inconvenient that favorites are 4 layers deep inside a project.
Chad Shaules 3 months ago in Favorites / UI User Interface Enhancements 0 Future consideration

Prime Invoice Payment Update Field

Prime Invoice - Accounting Status - Payment Updated Date field should be the date that the payment was actually received versus the date synced or date manually updated, i.e. deposit date in accounting system is 7/30/2024 but we didn't enter it in...
Guest 6 months ago in Prime Invoices / Subcontract Invoices / Vendor Bills 3 Future consideration

Provide a link in emails from SCM that allows employees to open SCM

When a document is sent via any correspondence, team members such as architects and vendors can follow the link to the TeamLink Portal and access the documentation. However, if employees are copied, they can do nothing with that email . It would b...
Guest about 1 year ago in Contacts / Inbound Email / User Properties 8 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 about 1 year ago in Workflow 0 Future consideration