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Map view of all leads.

It would be nice to have a map view of all leads to show geographical locations of all available opportunities. There is already a map of the lead location within each individual lead. If there could be an overall map showing all leads with a mark...

Colton Cooper about 1 year ago in Lead Directory / Maps Geo Location 0 Future consideration

3 VOTE

"Smart" Estimated Finish Date Calendar

This would benefit any user that is entering start/finish dates in any section of Sage that utilizes the calendars, and would improve user efficiency. When an Est. Start Date is selected several months in the future, the calendar for the Est. Fini...

Jessica Whyde over 1 year ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

2 VOTE

Ability to utilize the value entered in the "quantity" field in Work Assembly formulas

When adding a work assembly to an estimate, there is a "quantity" field (see attached photo). Having the ability to extract the value entered in this field for use in Work Assembly formulas would be immensely useful.

Carl Lyles about 1 year ago in Estimating Items / Work Assemblies / Work Items 3 Future consideration

3 VOTE

It would be nice to have the Worker's Comp Field available on the weekly timecard form.

This would allow the Supervisors to access all the information that we need them to fill out.

Guest over 1 year ago in Labor Timecards 0 Future consideration

3 VOTE

Add Option for Estimate Proposal Grouped by Location and Major

It would be helpful if you could also provide an option for Estimate Proposal Grouped by Location and Major, the same as you already have by Location and Division and Location and Job Cost Code

Audrey Peebles over 1 year ago in Detail Report Templates / Proposals, Reports, Logs, Exports 2 Future consideration

3 VOTE

AutoSave when working with Estimate Scope

It would be very helpful to have the Scope tab autosave in estimating, or at the very least, ask the user if they want to save when they navigate away from the page

Audrey Peebles over 1 year ago in Estimate Cost Codes (WBS) / UI User Interface Enhancements 0 Future consideration

3 VOTE

Sub invoices billable status export to QuickBooks Desktop

Currently the billable status for labor and bills export to QBD. Please allow the sub invoices to do the same.

Debbie Idzik over 1 year ago in Accounting Link for QuickBooks Desktop 0 Future consideration

1 VOTE

Export the Sync List to Excel

It would be helpful to be able to export the sync list to Excel before completing the sync. I can export the sync log to Excel but this doesn't have separate columns for the project, bill type, amount, vendor, etc. I can copy and paste the informa...

Jen Namie 6 months ago in Accounting Links 1 Future consideration

1 VOTE

Daily Log - Creating daily log from crew timecard. Option to show manpower by employee

Currently when you create a daily log from a crew timecard, it groups all of the man power for your company onto one line. I would like the option to be able to see my employees names in the man power grid

Jack Speshock 6 months ago in Daily Log (Daily Report) / Labor Timecards 0 Future consideration

2 VOTE

Allow RFP Bidders to be added without Contacts

Currently you can only add a company to an RFP if they have a contact associated to their company. I have several clients who are doing bidding outside the system and don't always have the contact info when they are building out RFPs in the system...

Guest about 1 year ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / Teamlink User Roles 3 Future consideration

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