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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 8 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 8 months ago in Accounting Link for QuickBooks Desktop 0 Future consideration

Show release date on drawing revision details screen

On the drawing revision details screen add a column for release date
Jack Speshock 4 months ago in Drawings, Specifications & ITBs 2 Future consideration

Change order (Variation) Cost plus type - track previously imported items

When you import associated cost to date (or committed costs) to a Change Order then each time you run the import it adds all associated items even if they were previously imported to the CO causing double ups that you then need to find and delete....
Tim Smith 4 months ago in CO 0 Future consideration

digital signing

Integration with PandaDoc for signing subcontracts would be great!
Paul Di Natale 8 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 8 months ago in Companies / Compliance 0 Future consideration

Use field crew to assign scheduling task resources

The ability to utilize the crews created for time tracking in the scheduling function
Guest 4 months ago in Feature Settings / Labor Timecards / Schedules (Gantt Chart) 0 Future consideration

Control who can annotate in document viewer

Be able to control who can annotate drawings, specs, photos, etc in the document viewer.
Jack Speshock 4 months ago in Document Viewer / Linked Files (Projects) / User Security Roles 2 Future consideration

Add permit reference to tests/inspections

On the test and inspection screen add a reference that allows you to select a permit.
Jack Speshock 4 months ago in Quality Control 0 Future consideration

Bookmark name for the Project Page

When bookmarking a project page, by default, make the bookmark name the project name not Sage.
Guest 4 months ago in Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration