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Add permit reference to tests/inspections

On the test and inspection screen add a reference that allows you to select a permit.
Jack Speshock over 1 year ago in Quality Control 0 Future consideration

Bookmark name for the Project Page

When bookmarking a project page, by default, make the bookmark name the project name not Sage.
Guest over 1 year ago in Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Add bookmarks that break out change order additions and deductions for prime invoices

Need bookmarks that would be able to populate these fields on a g702 like document.
Jack Speshock over 1 year ago in Reporting / Analytics 0 Future consideration

ASI's and CB's

Can a section be added for either an ASI (Architect's Supplemental Instruction) or a CB (Construction Bulletin)? We get these often and need a place to upload them for all project vendors/owners/architects to see at all times.
Guest over 1 year ago in Documentation 4 Future consideration

Turn off Auto Lock Feature for CO and Subcontracts

Our change orders and subcontracts have started auto locking after the sub signs the contract. Is there a way to turn off this auto lock feature?
Jen Marucci over 1 year ago in Prime Contracts / Subcontracts 3 Future consideration

Automatic closing of Work Orders

It would be helpful that when an invoice is entered from a Work Order if it automatically closed and locked the work order. Or at least have this as an option in set-up.
Gaylene Underwood over 1 year ago in Prime Invoices / Work Orders 1 Future consideration

Default Tax Codes

Default tax codes for a company overrule the tax code set for a job cost code. If a default tax code is set for the company then it should automatically be assigned and shown to the user that it is applying a default tax code. Currently set up so ...
Guest over 1 year ago in Companies / Job Cost Codes / Tax 0 Future consideration

Project Directory - Bulk action for TeamLink Role

It would be helpful to have the ability to assign teamlink roles in bulk action on the project directory list.
Guest over 1 year ago in Project Directory / Teamlink User Roles / UI User Interface Enhancements 0 Future consideration

Contact Mgmt - Customize Colunm - Address Option

Currently you can select city/state but, not address in the custom column for contact management list.
Guest over 1 year ago in Contacts 0 Future consideration

Time & Expense User - Ability to Add Photos (not through Daily Log)

Time & Expense Users seem to be able to add photos through a daily log. And I am aware of the "Automatically Link uploaded images to Photos" setting in Feature Settings. It would be helpful if they could add photos to the Project without using...
Adam Clark over 1 year ago in Daily Log (Daily Report) / User Security Roles 0 Future consideration