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Add scheduling (gantt) to leads

It would be useful to have the scheduling tools in the leads section so that a schedule can be built out while an estimate is being created
Aaron Henry 4 months ago in Estimating, RFP, Proposals (Pre-Construction) / Leads 0 Future consideration

Transaction Approval Workflow - Add rule option for Work Orders

No description provided
Norman Wendl 11 months ago in Contracts and Procurement Workflow / Work Orders 0 Future consideration

Ability to add new client contact when creating Prime Invoice

When creating a prime invoice it would be helpful to add a new client contact, instead of having to go back to the prime contract or to contact management
Gaylene Underwood 6 months ago in Contacts / Prime Invoices / UI User Interface Enhancements 2 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 7 months ago in Prime Invoices / Subcontract Invoices / Vendor Bills 3 Future consideration

Non-Administrator Users Should not be able to delete other Users

When establishing non-administrator users, those users can access Settings > Company Settings > Users and delete other Users. This should not be allowed.
Adam Clark over 1 year ago in Other 1 Already exists

Delete multiple contacts/companies at the same time

Add the functionality to be able to delete multiple contacts/companies at the same time. Also maybe want to have this feature be controlled by security.
Jack Speshock about 1 year ago in Contacts / UI User Interface Enhancements 0 Future consideration

The ability to resize sections on some of the summary screens

For example, on the project home screen, if we could resize the open items, and see a better snapshot of whats going on without scrolling.
Guest 4 months ago in UI User Interface Enhancements 1 Future consideration

Add Resource on Subcontracts other than S and Unbillable

Sometimes Subcontractors also supply material. Allow each cost code line item to include a Resource and if it is Billable or Unbillable for a Cost Plus contract. We might have a sub do some correction work we don't want the owner to be billed for.
Annie Kendrick over 1 year ago in Cost Plus With GMP / Cost Plus Without GMP / Subcontract Invoices / Subcontracts 0 Future consideration

Timecard - Add Cost Code Option on Global Change Function

Add the Cost Code to the Timecard Approval List
Annie Kendrick over 1 year ago in Labor Timecards 6 Future consideration

System setting to default "Enable Locations" on estiamtes

The current default for "enable locations" is unchecked when creating estimates. For businesses that will consistently utilize the "Enable locations" feature, it would be desirable to have a company setting that would allow for "enable locations" ...
Carl Lyles 11 months ago in Locations / UI User Interface Navigation 0 Future consideration