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Form builder

Clients are looking for the ability to build checklists with more options and/or safety forms that can be accessed for employees to complete. Checklists with more options than checked. Inspection reports for equipment often need to be completed da...
Sue Parker 8 months ago in Safety 1 Future consideration

Show In Portal

give the option of changing the default setting to not show in portal. This way you can add an item and it wont automatically show in the portal.
Guest over 1 year ago in Feature Settings / Linked Files (Projects) 0 Future consideration

Create T&M Users as Contractor, not Employee

Goal: have contractors and/or contract 'employees' record hours directly in SCM. Solution: Allow creation of T&M user accounts as contractors, not just employees. These user accounts would have the same functionality as vendors with 'track tim...
John Drinkwater over 1 year ago in Labor Timecards / Teamlink User Roles / User Security Roles 6 Future consideration

Email alert system

Have a daily (some sort of schedule) email that goes out to sage cm users listing what due dates they have coming up in the next 7 days. Similar to the alert home screen that you see when logging into sage cm however in an email so users who are n...
Jack Speshock about 1 year ago in Projects 2 Future consideration

Schedule Access -Grant edit/add permissions Scheduling for Teamlink Users

Currently when one sets up permissions for TeamLink access to functions within Sage, there is an option to select 'All' for schedule. However, 'All' is not all for anyone outside of administrators. I have a contractor running a site and I wish the...
Dan Skinner 11 months ago in Schedules (Gantt Chart) / Teamlink User Roles 3 Future consideration

Time Card Questions before clocking out

Our other timeclock app allows us to add customized questions before the employee can clock out. "Were you injured today" "Did you witness anyone else get injured today" "Did you arrive at work sober from alcohol and drugs". etc. These have proved...
Wayne Martin about 1 year ago in HR, Time, and Expenses 0 Future consideration

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 about 1 year ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

Retrieving Downloaded Pictures that were Uploaded to Daily Log

If I attempt to download an individual picture that was uploaded through daily logs, I am unable to retrieve that download unless I select "download all." Please consider making it possible to download only one photo from daily logs.
Micah Will 5 months ago in Daily Log (Daily Report) 1 Already exists

Clock in/out notifications

Add notifications to the app when a user arrives inside a project geofence to clock in and when they leave to clock out. Also a notification to managers when field staff clock in/out outside a projects geofence area
Tim Smith over 1 year ago in Clock-In / Clock-Out / Feature Settings 0 Future consideration

Project Hierarchy or Master Project

When you have a project that is essentially made up of smaller projects. An example might be you have ten homes being built and each home is to be a project but they are all being built for one client who want one bill for all ten homes but you ne...
Bruce Dutnall 3 months ago in Projects 5 Already exists