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Prime Contract Status visible in Accounting Link "Primes Ready for Posting"

We are very excited about the August 2024 release, and the ability to send the prime contract separate from the project. As per the release notes, this is especially important when updates to the prime contract are to be made. Having the ability t...
Carl Lyles over 1 year ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 3 Future consideration

Permit Expiration Alert

It would be great if permit expiration date was noted on the Project Alert Calendar and Team Open Items.
Kenani Brandon over 2 years ago in Alerts and Calendars / Permits 0 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 about 2 years ago in Cost Plus With GMP / Cost Plus Without GMP / Subcontract Invoices / Subcontracts 0 Future consideration

TeamLink Invoice Paid Status added

Currently the Lien Waiver Area on Invoices and Bills uploaded by Teamlink users, auto-populates when Bill/invoice gets added. Each invoice and bill needs an area that paid information gets pulled in when paid (via accounting link).
Guest 8 months ago in Accounting Links / Lien Waiver / Teamlink Portal (General) 4 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 over 1 year ago in Locations / UI User Interface Navigation 0 Future consideration

Add a search function for importing cost codes

On out T&M jobs we have to import cost codes from our master list as there is no budget to upload. It would be very helpful to have a search field to help filter down the list of hundreds of cost codes instead of having to scroll through them ...
Kenani Brandon almost 2 years ago in Job Cost Codes / UI User Interface Navigation 0 Future consideration

Submittal notifications for cc'd recipients

The submittal notifications for cc'd recipients reads as if the cc'd recipient is required to respond. The notification should list the required responder after Attention and include a list of cc'd individuals. The email to cc'd recipients should ...
Nina F about 1 year ago in Response Workflow / Submittals 0 Future consideration

Printable Schedules

Though the schedule does look beautiful on screen, it is almost impossible and takes a lot of tries to print a legible PDF document to share with clients and/or trades. This is almost the only reason our team here is loath to use the scheduling to...
Audrey Peebles about 2 years ago in Schedules (Gantt Chart) 0 Future consideration

Add Project to Labor Timecard Summary

On the mobile app the labor timecard summary view should have an option to see the project & prime contract name and number
Jack Speshock 9 months ago in Mobile - Android / Mobile - Apple / UI User Interface Enhancements 1 Future consideration

Daily Logs - Editable Fill under Workforce

Can you please make the Comment box editable from Main screen? As of right now you can't edit it after adding multiple subcontractors under workforce. See screenshots. However, under Visitors you can edit purpose of visit after entering.
Jessica Carbone about 1 year ago in Daily Log (Daily Report) 0 Future consideration