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Allow removal of a contact from the Project Directory

Would be very useful if we could delete contacts from the project directory that are no longer relevant to the project. Currently, if a vendor bid on a portion of a project, they remain for all eternity in the project directory even if they are no...
Guest 7 months ago in Project Directory 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 5 months ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.
Norman Wendl 7 months ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration

Add ability to view esign file on mobile

On the mobile app under linked files you only see the original document, you do not see the version that has been signed through docusign
Jack Speshock 4 months ago in eSign (including DocuSign) / Mobile - Android / Mobile - Apple 0 Future consideration

Journal recipients should not see files uploaded by other recipients

When you create a journal and send it to multiple subcontractors, subs don't see any reference to the other subs on the journal. However, if the sub uploads any files to the journal, those files ARE visible to all other recipients. This is a confi...
Guest 5 months ago in Journals 0 Future consideration

Add project name to invoice approval workflow

When I go to approve an invoice within a workflow, the job number shows up in the left hand side but not the project name.
Guest 7 months ago in Procurement 0 Future consideration

Project Location Field - (Job Address, City...)

It is necessary for us to track the location of all of our projects for tax purposes as well as conducting analytics on our various markets. This would be a useful metric in the tool to feed over to the accounting system.
Guest 7 months ago in Accounting Link for Sage Intacct 7 Future consideration

Download All Sub Invoice Pencil Draws At One Time

We are needing the ability to download all sub invoice pencil draws that the GC created at one time in order to genterate a pay app package for the bank. It is currently taking to long to go into each sub invoice and generate report and download t...
Guest 4 months ago in Drawings / Linked Files (Projects) / Subcontract Invoices / Teamlink Portal (General) 0 Future consideration

Multiple Cost Code Select in Bid Management RFP Packages

It would be extremely useful to be able to pick multiple cost codes when adding estimate items to bid RFP Pkg (see screenshot). It is very time-consuming and if someone isn't paying attention to what they already chose, they might duplicate entries.
Adam Clark 7 months ago in Estimate Cost Codes (WBS) / RFP for Estimating 0 Future consideration

Linked Files Section in Schedules Module

Can we add a Linked Files Section to our Schedules Module? For GC's they could save schedules as they modify, and for subcontractors they can attach GC schedules they receive for reference.
Guest 7 months ago in Linked Files (Projects) / Project To Do / Schedules (Gantt Chart) 0 Future consideration