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Equipment - New Views/Dashboards on Eqp Module Landing Page

Equipment Hours Summary Dashboard (All Projects & Equipment) Time Period Options: Last 30 Days, Last 60 Days, Last 90 Days, Last 6 Months, Last 12 Months Service Ticket Listing (All Projects & Equipment) Filters: Status, Date Range Equipm...
Norman Wendl 9 months ago in Equipment Items 0 Future consideration

Equipment - New Equipment Module Calendar, Alerts and Notifications

Equipment Calendar: Purchase Date Sold Date Service Date Equipment Alert: Same as Equipment Calendar Equipment Notification: Service Date
Norman Wendl 9 months ago in Equipment Items 0 Future consideration

Add ability to view uploaded photos from Daily Log Report on mobile

When uploading photos through the mobile app in the Daily Log Report, you can see a list of photos but you can't actually open the photos from that screen. The user has to go to the main photos section to view photos so it can be a bit difficult t...
Dario Tomic over 1 year ago in Linked Files (Projects) / Mobile - Android / Photos / Sage CM Mobile 1 Future consideration

Emailing Purchase Orders to our employees

Currently you can email a purchase order to a vendor. What is lacking is the ability to be able to email the approved purchase order to our Superintendents so that they can either pick up goods or order the materials etc.

Preference to Import Bills as Pending

We import a large amount of bills to a cost code called Need to code so that the PM can choose which portion of budget to code it to. We would like imported bills to be pending and not approved or have the option of choosing approved or pending li...
Annie Kendrick over 1 year ago in Importing Excel Templates / Vendor Bills 0 Future consideration

Employee - Set default works comp code

Set a default workers comp code for the employee, when this employee is referenced on a labor timecard it should default to this code
Jack Speshock 6 months ago in Employees (Active or Inactive) / Job Cost Codes / Labor Timecards 1 Future consideration

Make the Lead Stages sequence editable

If you want to add some additional stages you can't get them into the correct sequence as the stage number is used as key information (see attached) The sequence is important for display order and how analytics and last stages works. Main issue wo...
Tim Smith 9 months ago in Feature Settings / Lead Stages 2 Future consideration

Export the Sync List to Excel

It would be helpful to be able to export the sync list to Excel before completing the sync. I can export the sync log to Excel but this doesn't have separate columns for the project, bill type, amount, vendor, etc. I can copy and paste the informa...
Jen Namie 3 months ago in Accounting Links 1 Future consideration

Daily Log - Creating daily log from crew timecard. Option to show manpower by employee

Currently when you create a daily log from a crew timecard, it groups all of the man power for your company onto one line. I would like the option to be able to see my employees names in the man power grid
Jack Speshock 3 months ago in Daily Log (Daily Report) / Labor Timecards 0 Future consideration

Allow for installing of stored materials

Currently, you can invoice for stored materials, but there is no way to signify on a future invoice that the material was then installed.
Adam Clark over 1 year ago in Prime Invoices 0 Future consideration