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Allow Transmittal CC:d Individuals to have access to the link

There should either be a way to add additional recipients or allow cc:d individuals in the sending stage to have access to the link.
Guest 8 months ago in Transmittals 0 Future consideration

Work Order - New Status Options

New Options in red. Revised WO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Activity Complete Note: Approved and Closed is not needed because there is a separate checkbox for the latter.
Norman Wendl 8 months ago in Work Orders 0 Future consideration

Add Team Open Items Module in Leads

Add the following Module and reporting to Leads: Team Open Items
Guest 8 months ago in Alerts and Calendars / Leads (Active or Intactive) / UI User Interface Enhancements 0 Future consideration

Add Field Crew Leader to Labor Timecards table so it can be used as a grouping or filtering method

No description provided
Norman Wendl 8 months ago in Labor Timecards 0 Future consideration

Copy Existing Labor Timecard Record

Below is how this would work. 1) View labor timecard listing 2) Click on labor timecard record 3) Click Copy (New Button) 4) Information on existing record would be shown on popup form. 5) User can change any field as needed 6) Click Save
Norman Wendl 8 months ago in Labor Timecards 0 Future consideration

Sage CM Mobile | scribble function - Punch List

Allow users to scribble within some of the app modules. For instance, in the punch list, if the field worker opens the punch list item, they can type in their notes or click on the icon and scribble on their mobile device. This feature can also be...
Guest 8 months ago in Mobile - Android / Mobile - Apple / Punchlist 2 Future consideration

County field added to Contact info and project info

Add county field to Contact info, in particular for population on Lien waivers. Most Lien waivers require County to be a part of lien waiver verbiage. So having County for both company and project as a bookmark for templates uploaded would increas...
Guest 8 months ago in Companies / Contacts / Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

Add addition Column options to Modules

In Particular Expiration Dates on Permits List, but in many modules there are informational items that would be super helpful to have column options on.
Guest 8 months ago in Permits / UI User Interface Enhancements 0 Future consideration

Ability to Assign Retainage % by Item Type

Fixed Lump Sum Contracts: Original Items (Work Retainage %, Stored Retainage %) CO Items (Work Retainage %, Stored Retainage %) Cost Plus with or without GMP Contracts: Bills (Work Retainage %) Sub Invoices (Work Retainage %) Labor Timecards (Work...
Norman Wendl 8 months ago in Prime Contracts / Prime Invoices / Subcontract Invoices / Subcontracts 0 Future consideration

RFI Detailed Report Bookmark When Schedule or Cost Impact is "To Be Decided"

When "To Be Decided" is selected for an RFI it populates as "False". We cannot send out an RFI that says "False" if we are asking for information that will give us direction on if there will be a cost or schedule impact. We need our paper trail to...
Kenani Brandon 8 months ago in Detail Report Templates / RFI 0 Future consideration