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Add comparison of client bid vs the awarded contract price

Having a running tally will assist us in gauging what we need to do to improve our numbers moving forward.
Guest 7 months ago in Estimating Items / Log Style Reports / Prime Contracts / Proposals, Reports, Logs, Exports 0 Future consideration

Accounting link sync log payment detail

Currently it just shows payment added in the sync log with no information for what payments were sync so you have no idea what they relate to. Would be useful to see supplier and invoice number and if you search for it you can see when payment syn...
Tim Smith 7 months ago in Accounting Link for Xero 0 Future consideration

Certified Prime and Sub Invoice amounts vs Claimed Amounts

When creating an invoice as a claim that can be rejected and the amount/percentage changed. This is true for both Prime and Sub Invoices. Idea would be to add a new Claimed column where the existing columns would be used as the certified amounts. ...
Tim Smith 7 months ago in Custom definable Fields / Prime Invoices / Subcontract Invoices 0 Future consideration

Rename fields

Some companies do not use sales contacts and would like to repurpose the field as a way to track the superintendent on the job. Another use for this would be to rename a date field to have another use.
Jack Speshock 7 months ago in Custom definable Fields / Feature Settings / Lead Directory / Leads (Active or Intactive) / Project Directory / Projects (Active and Inactive) 0 Future consideration

Recording absences without using SAGE payroll

The only way to record an absence, currently is to add it to the daily report, why can't we add the absence to the labor timecards as zero hours?
Guest 7 months ago in Documentation 0 Future consideration

Additional fields in Subcontract Invoice Line items to record amount claimed by Subcontractor

When entering a Subcontract Invoice, to meet the legislative requirements in Australia (which I believe is also needed for the UK), two additional fields are required in the Line entries section as shown in the file attached. The two fields needed...
Shiva Muthuswamy 8 months ago in Custom definable Fields / Subcontract Invoices / UI User Interface Enhancements 0 Future consideration

Drawing Take off

It would be great to have a plan take off module within leads. currently we are using other take of software, then transferring via Excel which is very clunky. We feel it is one of the biggest missing items within the software. this would also be ...
Paul Di Natale 8 months ago in Digitizer / Estimating Items 1 Future consideration

Price edibility on the estimate items screen, once "edit all" is selected

Client would not have to drill down into each individual Cost Code in order to edit the cost rate. Would save the client lots of time.
Patrick Sheppard 8 months ago in Estimating Items 1 Already exists

Bills & Subcontracts to track tax as tax liability & exclude from subcontract items

We would like to track tax as a tax liability, but exclude it from subcontract items. So, we add the liability on the subcontract, and can bill against it, but it isn't included in the subcontract.
Trina Lapena 8 months ago in Company Settings / Subcontract Invoices / Subcontracts 0 Future consideration

Daily Log Summary by Year & Week by Employee

Daily Log summary by Year & Week we would like to see it for all jobs and have a choice of by contact (employee) or by project
Debbie Idzik 8 months ago in Daily Log (Daily Report) / Detail Report Templates 0 Future consideration