Sage Construction Management Ideas Portal
ADD A NEW IDEA

Quality Control

Showing 16 of 658

Option to email all responsible contacts on the checklist

Client would like to be able to email all the responsible contacts attached to the checklist; similar to the "email resources" function works on the gantt chart in scheduling.
Patrick Sheppard 12 days ago in Checklists / UI User Interface Enhancements 0 Future consideration

Add "responsible contacts" to checklist from internal/master contact list and auto-update lead/project directory

There are multiple potential solutions to the issue at hand here, I am merely presenting a solution that seems logical from an end-users perspective. As stated in SAGECM-I-553, we utilize checklists for many internal workflow related items. In doi...
Carl Lyles 5 months ago in Checklists / Project Directory 0 Future consideration

Permit Expiration Alert

It would be great if permit expiration date was noted on the Project Alert Calendar and Team Open Items.
Kenani Brandon about 1 year ago in Alerts and Calendars / Permits 0 Future consideration

Allow for setting default "responsible contact" by item in checklist template

As described in idea (SAGECM-I-552), we utilize checklists for internal workflow purposes. It would be desirable to set defaults for the "responsible contact" by item in the checklist template, so that when adding the checklist template to a lead/...
Carl Lyles 5 months ago in Checklists / Contacts 3 Future consideration

Added Details to Checklist Reports

When running the report for a checklist, it leaves out details that are entered when creating the checklist (task assigned to _____, and due date). This would be great to include in the report because we could send our Owner's a report showing tas...
Guest 4 months ago in Checklists / Log Style Reports 1 Future consideration

Edit Checklist Items from within the Checklist Template

I see a way to add checklists and new items to the checklist templates but having ability to edit an existing checklist template would be nice.
Guest 2 months ago in Checklists / Templates & Reports 5 Already exists

Include a hyperlink to the Lead/Project in Checklist Alerts

When using checklists and checklist alerts, the alert includes the lead/project number, but there is no easy way to quickly access the lead/project. Ideally, the lead/project number would be a hyperlink to the respective lead/project (much in the ...
Carl Lyles 5 months ago in Checklists / UI User Interface Navigation 0 Future consideration

Notice to Owner/Contractor (NTO) - Ability to Log and Report On

Notice to Owners are on almost every job and is currently manually tracked. It would be very useful to have the ability to record and track Notice to Owner/Contractor NTO, and report on Open/Final NTO's. Would have the date and reference# and a ch...
Dawn Parents about 1 year ago in Comply Notices / Issues 2 Already exists

Include Checklist Templates in Lead/Project Wizard

We have elected to utilize "Checklists" to assist with internal workflow. We have created a checklist template for leads and estimates which includes the steps of our internal workflow. In creating a Lead, we add the checklist template to the lead...
Carl Lyles 5 months ago in Checklists / Lead Setup Wizard / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Planned

Before and after photos in punchlist reports

When printing punchlist list reports it would be very helpful if there was an option to attach the before and complete photos directly into the report.
Kenani Brandon 5 months ago in Photos / Punchlist 1 Future consideration