All ideas

This would be applicable to customers and material suppliers.

When I go to approve an invoice within a workflow, the job number shows up in the left hand side but not the project name.

It is necessary for us to track the location of all of our projects for tax purposes as well as conducting analytics on our various markets. This would be a useful metric in the tool to feed over to the accounting system.

When inputting work order items, they automatically show as M - Materials for resource type even though they could be Labor, Materials, Equipment, Sub, Other to have the ability to change to one of those options and to reflect when viewing the wor...

We need to filter our projects by many different ways, team members, job status etc. Currently you are only able to select one at a time which makes the filter very inefficient.

Docusign tags available for custom report templates are limited to Signature, Date, and Initial. The person's name and position have to use a, regular static Sage tag. Often the person signing a subcontract is not the primary contact for the compa...

Ability to enter in one invoice allocated to multiple projects. Eg. mobility cellular invoices, courier invoices, credit card transactions, etc.

It would be nice if a person could click on a tab in the app that would take them to the Workflow page where they could easily look through and approved or decline items.

When using checklists and checklist alerts, the alert includes the lead/project number, but there is no easy way to quickly access the lead/project. Ideally, the lead/project number would be a hyperlink to the respective lead/project (much in the ...

Right now, the only communication stored in correspondence modules is the final response of the respondent. There is usually a lot more back and forth there between the different parties involved. It would be nice to be able to have a "chat" style...