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Total Current Cost of All Estimates

It would be useful to see the total cost of all estimates under a lead or project in the main estimating page view. Headers are currently Estimate #, Estimate Title, Status & Status Date. If there was one more with Estimate Total it would be h...
Aaron Henry over 1 year ago in UI User Interface Enhancements 0 Future consideration

Put the page number selection and number of entries per page at the top and bottom of the page so you don't have to scroll to the bottom to get to the next page

Everyone would benefit from it. Instead of having to scroll to the bottom of a page to select the next page or a different page, this option should be available at the top of the page
Isaura Clark over 1 year ago in UI User Interface Enhancements 0 Future consideration

Allow an administrator to set a password for a user.

In Company Settings > Users > User Information, add a "User Password" field so that an administrator can set/change a password for a user. This would bypass/eliminate the "Click here to reset password" option. When the "Click here to reset p...
Guest over 1 year ago in User Properties / User Security Roles 0 Future consideration

Credit invoice into workflow

Currently if you add a return/credit to the system, the PM isn't alerted of this. It would be nice if there was an option in the workflow where these would go in and they could simply click acknowledged or something. As it wouldn't really need app...
Guest over 1 year ago in Contracts and Procurement Workflow 2 Future consideration

CO status to add costs when not yet approved (have final pricing)

We would like a status that sits between pending and approved where you haven't agreed on a final price but client has agreed to do the work so you want to start capturing costs against the CO. Something like "Submitted CO" "Under Review CO" or "U...
Tim Smith over 1 year ago in CO 3 Future consideration

Item Code column visible on Contract and Invoice

There is a field "Item Code" in Prime and Subcontracts but it only sits in the background of the contract items. We find (more commonly in Unit Price contracts) that the Item Code that you need to present to the client or subcontractor presents to...
Tim Smith over 1 year ago in Prime Contracts / Subcontracts 0 Future consideration

Add budget hours based on CO items

Currently when create a CO you have to go to Breakdown section to add hour budgets for the CO and we find people are adding the items but forgetting to add the hour budget. Could an hours column be added to the Manual item add which when save will...
Tim Smith over 1 year ago in CO 0 Future consideration

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 over 1 year 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 over 1 year ago in Accounting Link for Xero 0 Future consideration

More import options for Transmittal Items

Currently you can only import Submittals and Drawings to Transmittals. There should be more options in here like SCO's
Jack Speshock over 1 year ago in Transmittals 0 Future consideration