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Punch list item view - images

Please add a feature where we can see the attached images for the punch list items in the punch list item view. Currently, you need too many clicks to see the image (s) related to the punch list item.
Guest about 2 months ago in Punchlist / UI User Interface Enhancements 2 Future consideration

County field added to Contact info and project info

Add county field to Contact info, in particular for population on Lien waivers. Most Lien waivers require County to be a part of lien waiver verbiage. So having County for both company and project as a bookmark for templates uploaded would increas...
Guest about 2 months ago in Companies / Contacts / Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

Ability to Archive old payroll items on individual employees

Ability to Archive old payroll items on individual employees so you don't have to delete them and can keep the old record
Annie Kendrick 3 months ago in HR, Time, and Expenses 0 Future consideration

Add comments to Major Equipment section of daily logs

Add a comments field to Major Equipment on daily logs. A comment field is available in both the workforce and major material deliveries section but not major equipment
Jack Speshock 3 months ago in Documentation 0 Future consideration

Email alert system

Have a daily (some sort of schedule) email that goes out to sage cm users listing what due dates they have coming up in the next 7 days. Similar to the alert home screen that you see when logging into sage cm however in an email so users who are n...
Jack Speshock 3 months ago in Projects 2 Future consideration

Add project directory to favorites

Project directory is not available to be added as a favorite
Jack Speshock 3 months ago in Project Directory / User Properties 0 Future consideration

Be More Like ProCore

The industry standard is ProCore and the majority of GC's, subs, vendors use it and it assists to create a database of those contacts that is searchable by anyone. https://www.procore.com/network/us/
Guest 7 months ago in Other 0 Future consideration

Pulling an Alerts Report

This way we can see a full list of all To Do items for each project. A way to QC ourselves and our teams.
Guest 5 months ago in Project To Do 0 Future consideration

Procurement OCR

Could you add an invoice view screen when someone is converting an invoice? I currently have to open up another tab to look at the image of the invoice. It would be nice if it already did that while converting.
Guest 5 months ago in OCR / UI User Interface Enhancements 0 Future consideration

Trigger Lien Waiver emails to subcontractors under certain conditions

Currently, getting unconditional lien waivers is tough for us. We use QuickBooks desktop and sync payment details to Sage CM with SageLink. It would be fantastic if, after a payment sync, a designated Sage CM user gets an alert saying, "These subi...
Trina Lapena 7 months ago in Lien Waiver / New Email Features & Email Browsing / Subcontract Invoices 0 Future consideration