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Scope Templates - Add "Scope of Work" field

Currently, Scope Templates include fields for Inclusions, Exclusions, and Clarifications. However, it would be nice to have Scope of Work as well when using templates for RFP Packages and Subcontracts.
Norman Wendl over 1 year ago in Templates & Reports 0 Future consideration

Improvements to submittal list

1) Ability to click on each heading to sort by that heading (Submittal #, issue date, subject, originator, etc. 2) Ability to print the submittal list as it appears without having to go to reports.
Guest about 1 year ago in Submittals 0 Future consideration

Lien Waiver Status Reports

Can we add a reporting section for Lien Waivers, inclusive of Subcontract/Vendor, amount, whether signed or not, amount of payment.
Guest over 1 year ago in Compliance / Detail Report Templates 0 Future consideration

Add ability to view esign file on mobile

On the mobile app under linked files you only see the original document, you do not see the version that has been signed through docusign
Jack Speshock over 1 year ago in eSign (including DocuSign) / Mobile - Android / Mobile - Apple 0 Future consideration

Need RetainTotal for PrimeInvOriginalItems MailMerge

There is no mailmerge field for Retainage Totals only the CurrentRetainTotal. If this could be added that would be great as our architects look at this. Thanks!
Rachel Betts 7 months ago in Detail Report Templates / Prime Invoices / Retention Retainage Holdback 3 Already exists

Create a CPR, CO, or SCO from an Correspondence > Issue

Issues have an Financial Impact field that acts as an estimate or sorts. This could easily convert to a CPR, CO, or SCO. This would also provide a continuous connection to supporting correspondence and documentation for the CPR, CO or SCO.
David Holler about 2 years ago in Issues 0 Future consideration

Download All Sub Invoice Pencil Draws At One Time

We are needing the ability to download all sub invoice pencil draws that the GC created at one time in order to genterate a pay app package for the bank. It is currently taking to long to go into each sub invoice and generate report and download t...
Guest over 1 year ago in Drawings / Linked Files (Projects) / Subcontract Invoices / Teamlink Portal (General) 0 Future consideration

Add due date field to Prime Invoice items and sub invoices

Hello, I am requesting that the Due Date field on bills/sub invoices (Payment Due field label on each) be on display within Prime Invoice items. It would also be helpful to have the same field displayed within the sub invoice list (Payment Due is ...
Trevor Moldenhauer 7 months ago in Prime Invoices / Subcontract Invoices / UI User Interface Enhancements / Vendor Bills 0 Future consideration

Update estimate within a Prime Contract without having to delete the Prime Contract

You create a Prime Contract, bring an estimate into it. Then the estimate changes and you CAN NOT bring it back into the same Prime Contract (does not refreshes the previous). The only solution is to delete the Prime Contract and do it all again. ...
Gilbert Sanchez over 1 year ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts 0 Future consideration

Timesheet Employee Drop Down Filter by Project

We have several clients with thousands of field employees that need timesheet entry and they would really like to be able to set the Employee drop down to only pull the names of people from their company that are in the project Directory. They jus...
Guest over 1 year ago in Labor Timecards / Project Directory 0 Future consideration