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Ability to remove "Default" from reports dropdown

We need the ability to remove default from the list of reports with we have created a custom report. This is especially important for contracts, we have had contracts created without our legal language because a PM accidentally used your default r...
Kenani Brandon over 1 year ago in Detail Report Templates / UI User Interface Enhancements 2 Future consideration

Add feature to subcontracts allowing multiple projects (multiple child jobs) to be included in on subcontract

Add feature to subcontracts allowing multiple projects (multiple child jobs) in one subcontract. We often have 1 parent job with multiple child jobs and we would like to only setup one subcontract that can be linked to the multiple child jobs.
Guest 5 months ago in Subcontracts 0 Future consideration

Filter leads/projects list by "Sales Contact", "PM Contact", and "Bid Contact"

Salesmen, PMs, and Operations/Admins should be able to more easily find/identify leads and projects through filtering. "Sticky Filters" or views would be a related improvement so that filters must not be re-applied each time a salesman or PM enter...
Carl Lyles 11 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

Custom Fields - Companies, Contacts, Leads, Projects, Prime Contracts, and Subcontracts

It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...
Dario Tomic over 1 year ago in Companies / Contacts / Custom definable Fields / Leads (Active or Intactive) / Prime Contracts / Projects (Active and Inactive) / Subcontracts / UI User Interface Enhancements 2 Future consideration

Add purchase order field to Prime Contract wizard

Thank you for adding the Owner PO field to the prime contract - very helpful! Can you also add it to the wizard so that we don't have to go back and Edit to add it later?
Audrey Peebles 3 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / UI User Interface Enhancements 1 Future consideration

Add a setting to automatically add weather to Daily Log.

Weather is a critical piece for any construction project. Other s/w we used adds it automatically. Would be nice not to have to add weather manually every day…
Guest over 1 year ago in Daily Log (Daily Report) 2 Future consideration

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 9 months ago in Company Settings / OCR 0 Future consideration

Asset Management

When scheduling and we are utilizing equipment and employees, it would be very beneficial if the system notifified of scheduling conflicts.
Guest 4 months ago in Scheduling / UI User Interface Enhancements 0 Future consideration

Button on time tracking to auto split to OT after 40 hours in a week

Add a button to automatically split the last day for OT for hours over 40 hours in a week.
Guest about 1 year ago in HR, Time, and Expenses 0 Future consideration

Scheduling auto-save

Please add an auto-save feature in the scheduling module.
Guest 5 months ago in Scheduling / UI User Interface Enhancements 0 Future consideration