All ideas

I would like to see if we can add some extra date entry options to Leads, it would be nice to add an Activity section so we can have a running timeline of outreach and what that outreach/meeting was about. Another helpful could be a Notes Section ...

Prospects are requesting the ability to restrict access to cost codes and/or cost types for various reasons. Some charge incentives to cost codes on a project and don't want PM/Super to have access to this information. Others have issues with role...

Currently, to navigate to the next day of the daily log you have to go back to the daily log list to move on the next day or go back. It would be helpful to help a next or back button on the Daily log details without leaving the page.

In Contact Management, we have the option for each contact to select whether or not that person is a 'Bid Contact'. In my mind, this is the 'Person who we contact regarding their bid,' or 'the person we send ITBs to'. However, I don't see any way ...

a “Rejected” option to status so that it does not have to be deleted if PM does not approve the bill/sub invoice allowing us to keep record it was submitted.

Automate the ERP retrieve payment sync. Be able to set intervals on when you need it to sync (how many hours) and still keep the button to manually pull the latest payment information.

On the Prime Contract Invoice Wizard - Select Add Item Details Method; it would be helpful to have an option that combines the CO item with the original SOV. Essentially just increasing the SOV line rather than billing separate or on separate lines.

When creating a subcontractor change order, it would be nice when selecting a cost that the cost codes that are associated with their contract would list on top and then give the option for the rest of the cost codes below that.

Manual entry of each individual clock in clock out during the approval of labor time cards could be expedited with the hours auto population and a fillable adjustment column.

It would be nice to be able to condition approval workflows by classification field values. We have two different sub departments in our construction department. Those two departments have different department heads that need to review Contracts/I...