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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 1 year ago in Prime Invoices 0 Future consideration

be able to upload HEIC file format of job photos

No description provided
Guest over 1 year ago in Linked Files (Projects) / Photos 0 Future consideration

Subcontract Issued to Project Owner for approval before the subcontractor approves.

Our current workflow is to have the owner/owner's rep sign the subcontract report. This authorizes us as the contractor to then contract with the subcontractor for the value they have presented against the budget. Is there a way to have the Issued...
Guest 9 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) / Subcontracts 3 Future consideration

Add more filter options when importing estimate items in Contract Admin and Procurement features

See attached mockup for more details
Norman Wendl 9 months ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 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 over 1 year ago in Other / UI User Interface Enhancements 0 Future consideration

Add ability to edit timecards by changing the clock in/clock out time

Pretty much every paid time keeping service has this very simple function where the admin can go in and fix clock in/out times if an employee had an error. The fact that we are only able to change the amount of time worked is really not useful in ...
Guest 9 months ago in Clock-In / Clock-Out / Labor Timecards 0 Future consideration

Add an indicator to desktop clock in/clock out button on upper right menu that lets you know a timer is currently running

When you add a timer from the desktop, there is no indicator that a timer is currently running once you close it to free up desktop space...you can't minimize either, just exit. This can lead to exiting Sage without clocking out, and the timer con...
Guest over 1 year ago in HR, Time, and Expenses 0 Future consideration

Make Workers Comp Code Inactive

We add new workers comp codes for each year. Would be nice to be able to make prior year workers comp codes inactive so they no longer appear in the drop-down menu.
Guest over 1 year ago in HR, Time, and Expenses 0 Future consideration

Have File Repository or Area for Company Files not tied to a Lead or Project

Details: Menu Option: Company Files Folder / Subfolder Structure Permission Attributes Internal Employees Specific Employees All External Companies Show In TeamLink Portal (This would be a new menu option in portal.)
Norman Wendl 10 months ago in Linked Files (Projects) / UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Notice to Owner/Contractor (NTO) - Ability to Log and Report On

Notice to Owners are on almost every job and is currently manually tracked. It would be very useful to have the ability to record and track Notice to Owner/Contractor NTO, and report on Open/Final NTO's. Would have the date and reference# and a ch...
Dawn Parents over 1 year ago in Comply Notices / Issues 2 Already exists