Give users the ability to choose if a "Coordinated By" populates in Correspondence Module Transactions. Many Companies are both Originator and Coordinator and having the multiple drop downs can be confusing and time wasting.
Create a Report that Allows for viewing/printing the Major Material Deliveries on a Daily Log in Order to see items received before the bill arrives from the vendors. This could substantially impact the visibility of Production Units if Clients co...
Architects can edit responses and eliminate the previous history of the first response issued. Can not track appropriately when responses are received if they can be changed at a later date. This is dangerous because if we go off the original resp...
Bryan Shirota
3 months ago
in Submittals
0
Needs review
Merge Lead Page and Project page for streamline Lead-Estimate-Project Creation
I think it would be simpler to create the project from the lead page. I should be able to create a lead, then estimate, then project.. but instead i have to create the project separately then reference the lead and/or estimate.
Guest
about 2 months ago
in Projects
2
Future consideration
Give the Super/Foreman the ability to add individual or Crew timecards in the daily log feature in lieu of importing in time from the HR module to lessen the time and lift on the super in the system reporting on the days events.
Ability to have a consultant login for client sites
After multiple implementations with clients we have some comments/concerns about the current way we have to gain access to our client's environments. In order to help our clients with system setup and training we need to have access into their sys...
Please consider getting our drawings management inline with PlanGrid/Autodesk or Procore. Features such as drawings revisions,overlay,puchlist tag/RFI tag is essential in managing multiple revisions for us and our project teams.
ron colindres
over 1 year ago
in Drawings
3
Planned
Permit expiration is not a column that can be added to the Permits list inside Projects. This is the most important information regarding permits for clients, why would this not be a field to choose as a column.
Renee Thomas
3 months ago
in Permits
0
Needs review
Currently the originator on the correspondence features will only get and email that a respondent has entered in a response if that respondent is an external contact. When the respondent is an employee in the system and they add a response, not em...
Michelle Moffatt
about 1 month ago
in Correspondence
0
Needs review