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Drawing management

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

Add ability to upload more than 10 photos on mobile

We have superintendents that are using the mobile app and are taking more than 10 photos of the site on most days. Can we increase the limit to allow more photos to be uploaded at a time. It can be annoying for them to have to do 5-6 separate uplo...
Dario Tomic about 2 years ago in Mobile - Android / Mobile - Apple / Photos 2 Future consideration

Close project

There was an edit button that gave you the option to close an approved project. Now the workaround is to lock the project in approval and lock status section so in the project list it shows locked but not closed. We would like to be able to still ...
Guest 11 days ago in Projects (Active and Inactive) 0 Needs review

Sage CM - Bills Paid summary in Financial Analytic reports

I see in Procurement, the "PO Status Summary" link provides a summary by vendor on what has been approved, invoiced, and paid. Is there a total project specific report on job cost by code that includes a column for "paid". The ones I have only hav...
Guest 12 days ago in Detail Financial Analytic Reports 0 Needs review

Reclass commitments & cost without unapproving everything linked

If someone books a commitment (subcontract or PO) to a cost code and then the cost is applied, this expense (and commitment) cannot be moved to a different cost code without unapproving all the linked steps. In some cases this can be many invoices...
Guest 6 months ago in Job Cost Codes / Purchase Orders / Subcontract Invoices / Subcontracts / Vendor Bills 1 Future consideration

Submittals from Spec Book

Most softwares, like procore and expedition, have the capability to generate submittal logs from a spec book, sage should have this too. In sage's case, we should be able to upload the spec book and the software should generate submittal packages ...
Cali Huys DS Constructors, LLC about 2 months ago in Submittals 0 Needs review

AccountingLink: full detail of Items in Purchase Order syncing

When submitting Purchase Orders to vendors, it is more commonly needed to have full detail of items needed for the Purchase Order rather than a summary of items by cost code. It would also be beneficial for this information to sync to the ERP syst...
Guest about 2 months ago in Accounting Link for Sage Intacct 1 Needs review

Update digital payment process

Update the digital payment for customers to resemble quickbooks. Currently digital payments options require too many steps. An email must be created manually with a link embedded in the email. Once clicked the link directs to a page where customer...
Guest 12 days ago in  0 Needs review

workflow

No description provided
Renee Thomas 13 days ago in  0 Needs review

Crew Chief's being allowed to be under another Crew Chief

Currently any user in the role of Crew Chief cannot be included in another crew. This affects functionality for companies in two ways, if a user is a Crew Chief on one project but works temporarily or regularly under another Crew Chief on other Pr...
Renee Thomas 13 days ago in Company Settings 0 Needs review