All ideas

It would be great to have a piece equipment that is already scheduled, be grayed out so that it can not be double booked on two different schedules for the same days. Visibility into who has it booked for what job would be fantastic.

Have the ability to view and reply to anything within SCM through Outlook or Email without having to click into the Portal or SCM. Also consider an approval button that could act as a virtual signature/approval via email.

It has been requested from several clients to have the ability to directly print a PO CO. Can this please be considered for enhancement like other detail report templates exist today?

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...

There was an edit button that gave you the option to close an approved project. Now the workaround is to lock the project in approval and lock status section so in the project list it shows locked but not closed. We would like to be able to still ...

I see in Procurement, the "PO Status Summary" link provides a summary by vendor on what has been approved, invoiced, and paid. Is there a total project specific report on job cost by code that includes a column for "paid". The ones I have only hav...

We build houses in areas that have poor cellular signal and no Wi-Fi. Being able to work on an offline version of a project and have changes sync to the project once an internet connection is re-established would be helpful.

Link Cost Database to Sage Intacct Inventory Items so that items and Pricing updates maintained in Sage Intacct can be updated in SCM for estimating purposes.

With our previous platform, we had the ability to have a sequenced project numbering for Leads/Projects but in SCM it all needs to be manually typed out. It would be really helpful to have this auto-sequenced somehow. In addition, it would be usef...

Update the digital payment for customers to resemble quickbooks. Currently digital payments options require too many steps. An email must be created manually with a link embedded in the email. Once clicked the link directs to a page where customer...