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Create T&M Users as Contractor, not Employee

Goal: have contractors and/or contract 'employees' record hours directly in SCM. Solution: Allow creation of T&M user accounts as contractors, not just employees. These user accounts would have the same functionality as vendors with 'track tim...
John Drinkwater about 1 year ago in Labor Timecards / Teamlink User Roles / User Security Roles 6 Future consideration

Add Companies to Project from Company Profile Page

You should be able to select a company in the contact management page and manage the projects they are on. To have to go through each individual project they are on and add them to each one is tedious and inefficient.
Guest 2 months ago in Companies / Contacts / Project Directory / UI User Interface Enhancements 0 Future consideration

Time Card Questions before clocking out

Our other timeclock app allows us to add customized questions before the employee can clock out. "Were you injured today" "Did you witness anyone else get injured today" "Did you arrive at work sober from alcohol and drugs". etc. These have proved...
Wayne Martin 12 months ago in HR, Time, and Expenses 0 Future consideration

Allow grouping of estimate by owner code

Many of our larger customers provide templates as to how they wish for their estimates to be broken down. These templates include line items with specific descriptions. Upon project award, these same line items and descriptions become the basis fo...
Carl Lyles 12 months ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

Add Project Start Date and/or Milestone Tasks to Alerts

It would be very helpful to add project start/end dates and/or milestone tasks to the alerts calendar.
Guest 7 months ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

Color option in PO's

It would help our estimators immensely as we have upwards of 40+ jobs going simultaneously and a color option is an easy identifier for us.
Guest 2 months ago in Purchase Orders / UI User Interface Enhancements 3 Future consideration

PO numbering

PO Numbering Never Works in Sequence. Should always work even if there is a slight change to one of the numbers
Guest 2 months ago in Feature Settings / Purchase Orders 0 Future consideration

DocuSign Alternative

Customers are often asking for a different electronic signature option than DocuSign such as Adobe Sign.
Sue Parker 2 months ago in eSign (including DocuSign) 0 Future consideration

Canada Holdback (Retainage)

In Canada, there is a need for a second holdback field. There is regular retainage and sometimes there is warranty and/or maintenance retainage. They want/need to track these separately as they get released at different times and may have separate...
Sue Parker 2 months ago in Prime Invoices / Retention Retainage Holdback / Subcontract Invoices 1 Future consideration

Timecards in Leads

It would be really nice to be able to track time our preconstruction team is spending during the lead phase.
Dario Tomic 12 months ago in Labor Timecards / Leads (Active or Intactive) 0 Future consideration