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Equipment Resources

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.
Sue Parker 26 days ago in Schedules (Gantt Chart) 0 Needs review

Simplified and Integrated Digital Signature for clients

It would be nice for businesses that do small jobs frequently to have a more simplified process for signature integrated into Sage. For example, we use sub contractors on jobs that are frequent in occurrence. If the Team link could incorporate a d...
Guest about 2 months ago in  0 Needs review

Update digital payment process

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...
Guest 15 days ago in  0 Needs review

workflow

No description provided
Renee Thomas 15 days ago in  0 Needs review

Crew Chief's being allowed to be under another Crew Chief

Currently any user in the role of Crew Chief cannot be included in another crew. This affects functionality for companies in two ways, if a user is a Crew Chief on one project but works temporarily or regularly under another Crew Chief on other Pr...
Renee Thomas 15 days ago in Company Settings 0 Needs review

Email Response for Entire UI

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.
Tamera Reckks 3 months ago in UI User Interface Enhancements 0 Needs review

Printing of PO CO's

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?

WORKFLOW EMAIL ALERT TO INITIATE

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...
Guest over 1 year ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

Allow mobile app to work offline

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.
Guest about 1 year ago in Mobile - Android / Sage CM Mobile / UI User Interface Enhancements 0 Future consideration

Link Cost Database to Sage Intacct Inventory Items

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.
Deborah Lastro almost 2 years ago in Accounting Link for Sage Intacct / Cost Database / Inventory Query (Considering for Future) 0 Future consideration