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Revenue Forecasting

Clients have expressed wanting better revenue forecasting within SCM. They would like to see the expected revenue for future months, pull in the expected revenue from active projects and the expected revenue from active leads based on the estimate...
Michelle Moffatt 6 days ago in Reporting / Analytics 0 Needs review

filter uncategorized subcontractors when assigning

to be able to filter to those that don't have classifications while assigning so you can see which one's need to be classified while you are classifying them
Guest 1 day ago in Companies 0 Needs review

Multiple browsers being open at once

Being able to open different parts of the website especially during the transfer of data process without it logging you out of every tab.
Guest 3 days ago in User Interface 0 Needs review

Add a Change Order to Prior Months Billing

If a change order is dated May but it doesn't go through the workflow until June, we are unable to add it to the sub invoice. It would be helpful to be able to add it to the May sub invoice since that is when the work was completed and need to be ...
Guest 10 days ago in Subcontract Invoices 0 Needs review

Create ability to select Phase for commitments sent to Sage 100/300

I have clients who use the phase function in 100 (and I heard this is similar in 300) to track their costs more narrowly and they indicate that not being able to track costs like this is a potential deal breaker. I could see globally-created categ...
Sean Coffman 6 days ago in Accounting Link for Sage 100 Contractor 0 Needs review

Photo Albums Added without needing to Attach Photos

This would allow PMs to build albums ahead of field work so field employee could upload to albums already prepopulated.
Guest 10 days ago in Photos 0 Needs review

Limit Delete Permissions to Admin Users Only

Add more detailed user permission settings so that only Admin users can delete items. Regular users should not have the ability to delete drawings, files, or other important data.
Amery Scott about 1 month ago in Settings 0 Needs review

Submittal Follow Up

Sage removed the Create Follow Up Submittal button in submittal details. They also removed the link attached files button on follow up submittals. Submittals had more functionality with these features and should be brought back.
Guest 4 days ago in Submittals 0 Needs review

Autofill In Contact Management

The Teamlink Information User Name autofills to the name of the person that puts in the contact into Sage. It should either remain blank or put the the name or email of the contact (not the person entering the contact into Sage). I do not want to ...
Guest 4 days ago in Contacts 0 Needs review

Automatic deduction for time entry

We would like an option to automatically deduct a set time for breaks. Our current system takes off 30 minutes for lunch. Our sites can have poor cell service and having the employees track the start and stopping time for breaks will lead to many ...
Guest 29 days ago in Labor Timecards 2 Needs review