All ideas

Showing 660 of 660

Make the "Project Estimated Start and Finish Date" Required When Editing Lead Info

The Project Estimated Start and Finish Date fields are very important for giving end users a sense of direction regarding a lead. Within the current environment, this field isn't required, leading to potentially misleading or absent information do...

Guest 8 months ago in Feature Settings / Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

6 VOTE

Unpaid billed report for all bills and sub invoices

Please create a report showing all bills and sub invoices that have been billed to the client but not paid to allow easier approvals.

Debbie Idzik almost 1 year ago in Cost Plus With GMP / Cost Plus Without GMP / Log Style Reports 0 Future consideration

6 VOTE

Project "Financials" Tab on the Project Home Screen

In the old Corecon, on the Project Home screen, there was a "Financials" tab where you could quickly see the contract value, amount invoiced, etc. This disappeared when Corecon went to Sage and it would be very useful to have this back.

Justin Whitaker about 1 year ago in Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

1 VOTE

Edit Checklist Items from within the Checklist Template

I see a way to add checklists and new items to the checklist templates but having ability to edit an existing checklist template would be nice.

Guest 2 months ago in Checklists / Templates & Reports 5 Already exists

4 VOTE

Add Excel Export button for Clock In Clock Out data prior to converting

Please add an Excel Export button to the Clock In Clock Out data prior to converting to pending.

Annie Kendrick 8 months ago in Clock-In / Clock-Out 0 Future consideration

4 VOTE

RETAINAGE TO BE PROPERLY IDENTIFIED ON CHECKStubs

It is industry standard to withhold retainage on subcontracts, the check stubs should reflect this amount being withheld - identifying it clearly as retainage.

Guest 8 months ago in Retention Retainage Holdback / Subcontract Invoices 1 Future consideration

2 VOTE

Lien Waivers for DocuSign

Add Lien Waivers to available DocuSign list of documents

Sue Parker 4 months ago in Compliance / eSign (including DocuSign) / Lien Waiver 1 Future consideration

2 VOTE

Add a PO Reference Column in the Bill List feature

Can we add a PO reference Column to the Bill List area of the system?

Guest 4 months ago in Purchase Orders / UI User Interface Enhancements / Vendor Bills 1 Future consideration

6 VOTE

Allow "Enter" to initiate Global Search

When using Global Search, you currently enter your search criteria and click Search. It would be useful, and one less click to have the option to click Enter and it initiates the search feature.

Dawn Parents about 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

6 VOTE

Project Linked Files accessible on mobile app

Would be helpful to be able to access project linked files (like logistics plans, sketches, etc) on mobile device.

Guest about 1 year ago in Sage CM Mobile 2 Already exists

Please enter your email address

FILTER BY CATEGORY