Sage Construction Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 727

Allow grouping of estimate by owner code

Many of our larger customers provide templates as to how they wish for their estimates to be broken down. These templates include line items with specific descriptions. Upon project award, these same line items and descriptions become the basis fo...
Carl Lyles over 1 year ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

Timecards in Leads

It would be really nice to be able to track time our preconstruction team is spending during the lead phase.
Dario Tomic over 1 year ago in Labor Timecards / Leads (Active or Intactive) 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 over 1 year ago in Lien Waiver / New Email Features & Email Browsing / Subcontract Invoices 0 Future consideration

Ability to add a manual Status column in Purchase Orders

We’d like to suggest the option to add a custom “Status” column in the Purchase Orders modules. This column would allow users to manually assign and update internal statuses, such as: “Pending Approval” “Partially Paid” “Joint Check Pending” Curre...
Mylena Lopes 3 months ago in Feature Settings - New Dimensions Considered / Purchase Orders / UI User Interface Enhancements 0 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 over 1 year ago in Importing Excel Templates / Vendor Bills 1 Future consideration

Freeze Pane

When entering items into an estimate the top row should be frozen so if you are adding a lot then you can still see where M L S and O are.
Guest 6 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Add a lead without a company

Contractors in the residential market dont necessarily use companies as their client, it would be directly to a person or homeowner in most cases.
Guest 6 months ago in Lead Setup Wizard 0 Future consideration

Add a total line to the item entry window in the estimating module.

I would like to see the total of the item I am entering on the same screen as I am entering the numbers in. Simple one line add for total item costs.
Ben Walters 6 months ago in Estimating Items / Work Items 1 Future consideration

Favorites links on Home Page

When opening the Sage phone app AND the web browser, the user assigned favorites should be front and center. It's inconvenient that favorites are 4 layers deep inside a project.
Chad Shaules 6 months ago in Favorites / UI User Interface Enhancements 0 Future consideration

Differentiate between Lead # and Project # for alerts on the SCM homepage

Currently the alerts section of the homepage has a column titled "Project #". When using checklists for example, it is not easy to distinguish if the number is however a lead # or project #. Ideally, there would be a separate column for project # ...
Carl Lyles 10 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration