Sage Construction Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 502

Easy way to print all linked files on a transaction

A quick and easy way to print out all the linked files on a transaction. Use case: Customer wants to print out submittal package that includes product documentation, product photos and design plan that was uploaded to linked files on submittal. In...
Jack Speshock 5 months ago in Linked Files (Projects) 0 Future consideration

labor hours report

Perhaps you can make it a standard report. I’m sure that it will be useful to all of your users that don’t have ADP or Sage (with the ability to export to those platforms). This report shoudl cum the PTO, Regular, Overtime etc hours by employee. s...
Guest 9 months ago in Labor Timecards / Log Style Reports / New Product Integration 0 Future consideration

Add the Meetings module to Leads

For larger projects, there are are often many meetings with the client prior to us being awarded the job. It would be extremely helpful if the Meetings tools were also available under Leads the same way the are under Projects.
Audrey Peebles 9 months ago in Leads (Active or Intactive) / Meetings 0 Future consideration

Do not allow TBD cost code to export to QBD

During the export process through Sage/QB link, do not export TBD cost code and show as an error to prevent incorrect cost coding.
Debbie Idzik 9 months ago in Accounting Link for QuickBooks Desktop 0 Future consideration

Project Durations

Prospect requested that project durations can be linked to individual line items in an estimate so that estimate durations can be changed in bulk.
Sue Parker 5 months ago in Alerts and Calendars / Estimating Items / Work Items 0 Future consideration

digital signing

Integration with PandaDoc for signing subcontracts would be great!
Paul Di Natale 9 months ago in eSign (including DocuSign) / New Product Integration 0 Future consideration

Add Additional Insurance Data Entry Options for Vendors

When adding insurance information for a vendor, there is only one amount field in there. It would be good to be able to fill out the limits within fields on that screen as well. Using the ACORD COI template, for example, General Liability Insuranc...
Dario Tomic 9 months ago in Companies / Compliance 0 Future consideration

Excel import Bill status

Have a similar option to timecard import for import as pending or have a Status column for Approved/Pending in the import file Currently if import a Bill from Excel it imports as Approved unless you have workflow turned on. If you don't have a for...
Tim Smith 10 months ago in Importing Excel Templates 0 Future consideration

Cross Project Reports for Clock In Clock Out Data -Total by Hours

The Cross Project reports for clock in and clock out data total by minutes. Very confusing. How about totaling by hours?
Annie Kendrick 5 months ago in HR, Time, and Expenses 0 Future consideration

Set default filters in mobile app

Currently when viewing lists in the sage cm mobile app, the filter defaults to Current Project - Open - My Items (for punchlist items). Users want the option to change these to default to Current Project - All
Jack Speshock 5 months ago in Mobile - Android / Mobile - Apple / Projects (Active and Inactive) 0 Future consideration