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PROPOSED STOCK LOG REPORT: Be able to print an entire project directory with: Company Name, Contact Name, Phone Number, Type (cell, office, etc.) and email address of every contact on the project without having to look them up individually.

Why is it useful? Can you imagine printing every individual sub out, one at a time, on individual pages? No, we need a simple complete list. It should also be able to include permit numbers and inspection request phone numbers.
Guest 8 months ago in Log Style Reports / Project Directory 1 Future consideration

System default Tax codes

Could system default tax codes be added rather than relying on users remembering to set default JCC tax rates. In New Zealand and Australia primarily using Xero and QBO tax rates are needed to sync to the financial package and when this gets misse...
Tim Smith over 1 year ago in Prime Contracts / Tax / UI User Interface Enhancements 2 Future consideration

Clock in/out breaks

Should have a "break" option when clocking in
Guest 4 months ago in Clock-In / Clock-Out 2 Already exists

Option to save photos to camera roll when taking photos from mobile app

Ability to save the photos you take to the camera roll or photos on the device. This would allow for uploading photos to different feature of the mobile app without having to download and then re upload.
Jack Speshock 12 months ago in Mobile - Android / Mobile - Apple / Photos 0 Future consideration

Ability to Sort Photos by File Name

Currently you can only sort by Location, Date Taken, and Date Uploaded. Would be helpful to be able to sort by File Name. It displays the file name already, so it should be sortable. This would simplify finding specific photo groups. OR have a sea...
Dawn Parents 12 months ago in Photos / UI User Interface Navigation 1 Future consideration

Allow for setting default "responsible contact" by item in checklist template

As described in idea (SAGECM-I-552), we utilize checklists for internal workflow purposes. It would be desirable to set defaults for the "responsible contact" by item in the checklist template, so that when adding the checklist template to a lead/...
Carl Lyles 12 months ago in Checklists / Contacts 3 Future consideration

Before and after photos in punchlist reports

When printing punchlist list reports it would be very helpful if there was an option to attach the before and complete photos directly into the report.
Kenani Brandon 12 months ago in Photos / Punchlist 1 Future consideration

Add columns modifications to alerts

In the alerts landing page, alerts only list minimal information. There are somethings that could be modified like allowing users to show the project name, not just the project ID.
Sean Coffman 12 months ago in Alerts and Calendars / UI User Interface Enhancements 0 Future consideration

Add a filter for Billable Status to the "import committed cost transactions" in Change Orders

Have found a problem with Cos that are non-billable: Cost-plus With GMP project: in a CO, ‘Import Committed Cost Transactions’ doesn’t respect the billable status of the incoming items. Non-billable items are imported into the CO resulting in an i...
Guest 8 months ago in CO 2 Already exists

Unarchiving Leads and Projects

Is there a way to unarchive a lead (or project) from the "Lead Home" (or "Project Home)"page? Currently leads and projects appear to be only unarchivable by unchecking the box on the "Leads" or "Projects" page. In the past there used to be a check...
Michael Miller over 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration