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Hot links & collaboration- Drawings

Procore users wanting to leave that application want the hot link and zoom to details features that Procore offers as well as the collaboration piece of alerting a user to a note on the drawing.
Sue Parker 9 months ago in Drawings 2 Future consideration

Financial Report Toggle for Tax or No Tax

Not all reports can be generated without Tax. In Canada, we do not include tax in job cost reporting. So when tax is included in the revenue reports, but not in the cost reports, it causes confusion and/or lots of messing around in Excel to get al...
Guest 12 months ago in BI Summary Dashboards / Detail Financial Analytic Reports 0 Future consideration

Ability to create custom lead analytic reports

Need the ability to create Custom Lead Analytic Reports like the feature provided to customize Financial BI Summary Dashboards.
Jack Speshock 12 months ago in Estimating, RFP, Proposals (Pre-Construction) / Lead Analytics & Reports / Leads (Active or Intactive) 0 Future consideration

Excel Imports to allow XLSX File Format

Allowing .xlsx file formats would greatly improve a user's capability within Excel when formatting files for import into the application. For example, there are new formulas like XLOOKUP and array formulas that could be used. Power Query Editor co...
Jason King 12 months ago in Other / UI User Interface Enhancements 0 Future consideration

Copy PO, Bill and Subcontract Wizard - Add Project Status option (ie. active, archived) to copy transactions from inactive jobs

Currently, the Copy PO, Bill and Subcontract Wizard will only show active jobs. Adding a project status option will allow users to copy transactions from jobs that have been archived.
Norman Wendl 6 months ago in Purchase Orders / Subcontracts / Vendor Bills 0 Future consideration

Would be nice if we have an option to send email directly from sage when payment is release to the subcontractor

No description provided
Guest about 1 year ago in Lien Waiver / New Email Features & Email Browsing / Subcontract Invoices 0 Future consideration

Allow for multiple classification code selection instead of one at a time

Right now adding vendors to ITBs is painstakingly slow. One code at a time? Should be able to drill down to the minor level on all your contacts and select multiple classification codes to choose from your contacts to invite. Reduce the number of ...
Guest about 1 year ago in Estimate Cost Codes (WBS) / ITB (Invitation to Bid) / Job Cost Codes / Project Classifications 0 Future consideration

Open fly out of photos & documents when clicking the document hyperlink

When you click the link of "Photo 1" or "Document 1" it would open a flyout window of the item. Complete with buttons to download, print, rename, etc. Clicking on the link now goes to a file information window. To access the document, you have to ...
Marc Macialek about 1 year ago in Documentation 1 Future consideration

Lien Release Filter on Sub Invoice View

There is not an easy way to see what releases you have for each sub invoice. There is a section in the sub invoice view to log the lien release information, and it would be helpful if there was a way to filter the releases you have and which you s...
Marc Macialek about 1 year ago in Subcontract Invoices 0 Future consideration

Punch list item view - images

Please add a feature where we can see the attached images for the punch list items in the punch list item view. Currently, you need too many clicks to see the image (s) related to the punch list item.
Guest 6 months ago in Punchlist / UI User Interface Enhancements 2 Future consideration