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Automatically Apply CPR markup

Automatically apply CPR/CO markup (rather than taking the step to import it).
Guest over 1 year ago in CO / CPR 0 Future consideration

Deleting / Removing Contacts / Employees

Removing former employees and contact management contacts. People leave companies, the inability to remove contacts because they are linked to meeting minutes, subcontracts etc. is not effective or helpful.
Guest 8 months ago in Contacts / Employees (Active or Inactive) / Project Directory 3 Future consideration

Sliding Scale retention (retainage)

Most contracts in New Zealand and Australia that have retention held are not a flat percentage being held across the contract. The common rules are NZ 10% up to $200,000 then 5% next $800,000 and 1.75% next $8,000,000 then nothing after that AUS 1...
Tim Smith over 1 year ago in Prime Contracts / Prime Invoices / Retention Retainage Holdback / Subcontract Invoices / Subcontracts 2 Future consideration

Default CPR / CO Markups

Default CPR / CO Markups - Option to pull from or default from a feature setting, to copy from another prime contract
Adam Clark over 1 year ago in CO / CPR 0 Future consideration

Form builder

Clients are looking for the ability to build checklists with more options and/or safety forms that can be accessed for employees to complete. Checklists with more options than checked. Inspection reports for equipment often need to be completed da...
Sue Parker 6 months ago in Safety 1 Future consideration

Making a detailed Audit Trail Report

This would allow me to see the exact changes that were made by each user that has access to certain steps in the billing process.
Guest about 1 year ago in Reporting / Analytics 0 Future consideration

uninitiated bills on dashboard

Put a section on the home page/dashboard that shows unintiated bills.
Sue Kelly 11 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 2 Future consideration

Ability to Edit Date of Daily Log in the App

It would be good to be able to edit the date of a daily log from the app, one of our Supers accidentally chose the wrong date for his daily log, so ended up with 2 daily logs for 5/20, our employees in the field make up 98% of the daily logs, they...
Molly Toledo about 1 year ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple 0 Future consideration

Export RFI PDF with linked files (photos, plan sketches, etc)

We add linked photos with mark-ups to an RFI in Sage. It would be helpful if Sage could export the RFI document itself along with the linked files as one document. Some project partners don't want to have a Sage login, and it takes multiple steps ...
Marc Macialek 8 months ago in Document Viewer / Photos / RFI / UI User Interface Enhancements 7 Future consideration

Bulk change to Labor cards add CO

need option to add CO to labor cards using the bulk add option
Guest about 1 year ago in HR, Time, and Expenses 3 Future consideration