All ideas

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Expand Open API Capabilities

The open API is quite limited at the moment. There is no access point to leads whatsoever. Creating projects via the API would also be a good piece to add.

Dario Tomic 8 months ago in Other 0 Future consideration

1 VOTE

Be able to transfer or journal a single amount from one contract to another, within a project.

Example: all the costs for fencing went into one contract to work out the cost per linear metre, then we wanted to allocate costs across several contracts according to the lengths of fencing on each. Example: we are billing multiple clients for on...

Guest 4 months ago in Prime Contracts 0 Future consideration

3 VOTE

Add ability to track Activity by Subcontractor to Daily Logs

The main thing we want to track in Daily Logs is subcontractor activity. I’m not interested in their hours, and we don’t have employees hours to track. But I would like a pull down menu of our Subs/Vendors so I can pick one and write a sentence ab...

Guest about 1 year ago in Daily Log (Daily Report) 1 Future consideration

2 VOTE

Use field crew to assign scheduling task resources

The ability to utilize the crews created for time tracking in the scheduling function

Guest 9 months ago in Feature Settings / Labor Timecards / Schedules (Gantt Chart) 0 Future consideration

2 VOTE

Control who can annotate in document viewer

Be able to control who can annotate drawings, specs, photos, etc in the document viewer.

Jack Speshock 9 months ago in Document Viewer / Linked Files (Projects) / User Security Roles 2 Future consideration

1 VOTE

Project Name and Number need to be at the top of each and every page, especially when going into the reports. It makes navigating impossible otherwise

With many tabs and reports open, if you look away for a min. you have no idea which project you are even looking at anymore and have to start the process over, or sort through to find your originating tab.

Mike Just 4 months ago in UI User Interface Navigation 0 Future consideration

1 VOTE

Date Filter on SCO Reports

Is it possible to add a date filter on the SCO reports, dates are really important which this would be a great add.

Guest 4 months ago in SCO 1 Future consideration

3 VOTE

Sync GOVT ID for vendor to QB

Customer is creating vendors in SCM along with the govt id. when sync with QB the vendor ID is not getting updated in to QB, which causes additonal work for end user. Would like to have the SCM update QB with govt id upon sync.

Blesson Mannil about 1 year ago in Accounting Link for QuickBooks Online 1 Future consideration

3 VOTE

Notes section in Leads/Projects with User Tagging Capability

Communication amongst team members is vital when it comes to managing a project/lead. Being able to house that in a centralized location in the lead/project would be really nice. Also, being able to tag one or more team members to the note so they...

Dario Tomic about 1 year ago in Journals / Leads (Active or Intactive) / Projects (Active and Inactive) 3 Future consideration

2 VOTE

Add column to PO list that shows PO Balance

Having a PO Balance option would quickly allow user to see what is left to spend without doing the math since currently you can only see PO amount and Billed amount.

Guest 9 months ago in Purchase Orders / UI User Interface Enhancements 0 Future consideration

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