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Add a quantity field for Locations that can be used as a factor in the estimates

We're a GC in the hotel renovation business and when we prepare our estimates, we break it down by room types, which would be equivalent to locations in SAGE CM. Examples would be "Typical King Rooms" or "King Suites" or "King ADA Rooms" or "Typic...
Beverly McKay 11 months ago in Estimate Cost Codes (WBS) / Estimating Items / Locations 0 Future consideration

Display lead/project number in header when working on Estimates, Subcontracts, etc

There are certain modules in SCM where the lead/project number are not visible in the web page's header. In working on an estimate for example, there is nothing on the webpage that shows which lead the estimate belongs to.
Carl Lyles 2 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Include a hyperlink to the Lead/Project in Checklist Alerts

When using checklists and checklist alerts, the alert includes the lead/project number, but there is no easy way to quickly access the lead/project. Ideally, the lead/project number would be a hyperlink to the respective lead/project (much in the ...
Carl Lyles 5 months ago in Checklists / UI User Interface Navigation 0 Future consideration

Automate the ERP JTD cost sync

Automate the sync where it runs at set intervals throughout the day. I would say hourly would be ok for most customers but there are going to be some who are going to want more "real time" data. Also leave the ability to click the button to retrie...
Jack Speshock 9 months ago in Accounting Link for Sage Intacct 0 Planned

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 12 months ago in Linked Files (Projects) / Mobile - Android / Photos / Sage CM Mobile 1 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 12 months ago in Lien Waiver / New Email Features & Email Browsing / Subcontract Invoices 0 Future consideration

Allow customization of the module names

Allow module names to be changed to fit the nomenclature a particular company or industry uses. For example, the companies we work with refer to change proposal requests (CPRs) as change order requests (CORs).
Emily Sutton about 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Copy lead functionality

It has been requested to have the ability to copy leads for specific customers. It would be nice to also have the option to copy related records (eg. cost codes, prime contract, POs, subcontracts, etc)
Guest 7 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration

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 12 months ago in Importing Excel Templates / Vendor Bills 0 Future consideration

Additional Fields in Leads for "Lead To Do" assignable to External Collaborators

Can we add "Lead To Do" items so we can require input from Customers/Vendors/other Employees. Having a field where the user can specify another party involved (i.e. other than assigned to) would be helpful. Not looking for Teamlink functionality. ...
Carl Lyles 2 months ago in Leads / Project To Do 4 Future consideration