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Specification Burst

Prospects are looking to burst specifications into specific sections using a burst feature similar to the drawings.
Sue Parker about 2 years ago in Drawings, Specifications & ITBs 0 Future consideration

equipment maintenance - repair and service

expand this functionality to address the smaller civil contractor that no one currently services - add more functionality to tracking repairs and maintenance
Ian Broadfoot about 2 years ago in Equipment Items / UI User Interface Enhancements 1 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 over 1 year ago in Company Settings / OCR 0 Future consideration

Disallow creation of new cost codes

When importing of estimates to leads or projects, it will allow importing of any cost code, erroneous or accurate. It would be helpful, with accounting link integrations, if that functionality could be turned off so the cost code must exist in the...
Guest 5 months ago in Job Cost Codes 0 Needs review

Employee-Equipment Link

Clients request the ability to link employees to equipment for various reasons and tracking. Trucks are one specific piece of equipment that they want to be able to link to an employee who could enter mileage, etc. Additional fields on the equipme...
Sue Parker 5 months ago in Equipment Items 0 Needs review

Ditch the Financials and Focus on the documents and correspondance

With Corecon being purchased by sage and now integrating with Sage's ERP's the financial portion is not necessary. The erps are excellent job and procurement management programs already, the financial management in SCM lost its value. Focus on mak...
Guest 7 months ago in Correspondence / Detail Financial Analytic Reports / Documentation / User Interface 0 Future consideration

Initiate Workflows at Item Creation

Rather than having to manually click "Initiate Workflow" for each sub invoice or bill, it would be nice if you could select an option in workflow settings that would have the workflow initiate automatically upon its creation.
Guest 5 months ago in Workflow 0 Needs review

Add customer field to Leads list

This would ideally allow the list to filtered/grouped by customer
Matthew Carlisle 8 months ago in Contact Management / Leads / UI User Interface Navigation 1 Future consideration

Alert-New Insurance Cert Uploaded via Portal

Would like an alert to be triggered when a sub uploads a new insurance certificate and/or license via the Teamlink portal so the user knows this has happened and can review it.
Sue Parker almost 2 years ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 0 Future consideration

DRAWINGS-Add field for hyperlinks

User would like to be able to insert a hyperlink into a field that can be used to store drawings in outside cloud storage, so drawings within this storage location would benefit from features within that outside storage including opening drawings ...
Chris Donatelli over 2 years ago in Drawings / UI User Interface Enhancements 1 Planned