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Allow for installing of stored materials

Currently, you can invoice for stored materials, but there is no way to signify on a future invoice that the material was then installed.
Adam Clark over 2 years ago in Prime Invoices 0 Future consideration

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 about 2 years ago in Clock-In / Clock-Out / Feature Settings 0 Future consideration

Asset Management

When scheduling and we are utilizing equipment and employees, it would be very beneficial if the system notifified of scheduling conflicts.
Guest about 1 year ago in Scheduling / UI User Interface Enhancements 0 Future consideration

Add a quantity field for Locations that can be used as a factor in the estimates

We're a GC in the hotel renovation business and when we prepare our estimates, we break it down by room types, which would be equivalent to locations in SAGE CM. Examples would be "Typical King Rooms" or "King Suites" or "King ADA Rooms" or "Typic...
Beverly McKay about 2 years ago in Estimate Cost Codes (WBS) / Estimating Items / Locations 0 Future consideration

External User Audit Log

Create a log similar to the existing Audit log, but to track external users. Primary intent would be to see which external users have successfully got setup and accessed TeamLink Portal. Much more efficient way to know which contacts would need fo...
Logan Strouse over 1 year ago in TeamLink Portal / UI User Interface Enhancements 0 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 about 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 1 Future consideration

Support HEIC File Uploads to Photos

We are seeing more HEIC photo files, but Sage does not support this file type. At a minimum the user should get an error message that tells them this type of file is not currently supported. When trying to drag this file from desktop to the Upload...
Jessica Whyde about 2 years ago in Linked Files (Projects) / Mobile - Android / Mobile - Apple / Photos 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 about 1 year ago in Lead Setup Wizard 0 Future consideration

Add draft option in Submittals and RFIs

I would like it if there was a draft option to RFIs and Submittals so you can draft either document to be ready to go without being visible to anyone who is referenced. Currently with the only options being open or closed, anyone who is referenced...
Guest over 1 year ago in RFI / Submittals / Teamlink Portal (General) 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 about 2 years ago in Lien Waiver / New Email Features & Email Browsing / Subcontract Invoices 0 Future consideration