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Accounting Links
42
Accounting Link for QuickBooks Desktop
4
Accounting Link for QuickBooks Online
2
Accounting Link for Sage 100 Contractor
2
Accounting Link for Sage 300 CRE
1
Accounting Link for Sage 50
3
Accounting Link for Sage Intacct
28
Accounting Link for Xero
1
Client Contract Admin
117
Allowance Packages
1
CO
19
CPR
7
Job Cost Codes
14
Prime Contract Setup Wizards (Includes Project Setup Wizard)
5
Prime Contracts
47
Cost Plus With GMP
4
Cost Plus Without GMP
5
FLS
0
Unit Price with Billed Quantity
1
Prime Invoices
23
Contact Management
48
Companies
18
Compliance
8
Contacts
20
Correspondence
56
Issues
2
Journals
6
Response Workflow
1
RFI
14
Submittals
26
Transmittals
2
Cost Database
14
Crews (Cost Database)
1
Equipment Items
5
Formulas
0
Labor Items
0
Work Assemblies
3
Work Items
3
Documentation
60
Daily Log (Daily Report)
16
Meetings
6
Photos
19
Work Orders
9
Drawings, Specifications & ITBs
34
Drawings
13
ITB (Invitation to Bid)
11
Specifications
1
Emailing and Email Templates
27
Email Templates (includes custom template)
6
Inbound Email
2
New Email Features & Email Browsing
16
Estimating, RFP, Proposals (Pre-Construction)
32
Digitizer
3
Estimate Cost Codes (WBS)
4
Estimating Items
10
Locations
4
Markups | Adds | Cuts
1
Proposals, Reports, Logs, Exports
3
RFP for Estimating
3
HR, Time, and Expenses
48
Clock-In / Clock-Out
8
Employees (Active or Inactive)
4
Labor / Craft Codes
3
Labor Timecards
20
Misc. Expenses
3
Leads
29
Lead Analytics & Reports
1
Lead Directory
3
Lead Setup Wizard
0
Lead Stages
1
Leads (Active or Intactive)
22
Other
90
Alerts and Calendars
20
Currency
0
Custom definable Fields
5
Custom Definable Forms or Entry Screens
1
Developer API
0
Document Viewer
7
eSign (including DocuSign)
9
Excel Connector
0
Favorites
2
Importing Excel Templates
6
Lien Waiver
4
Maps Geo Location
1
New Product Integration
8
Notifications
8
Open API
1
Retention Retainage Holdback
5
Tax
4
Procurement
115
Anticipated Costs
1
OCR
4
Purchase Orders
22
RFP for Procurement
1
SCO
5
Subcontract Invoices
29
Subcontracts
24
Vendor Bills
20
Projects
77
Linked Files (Projects)
24
Project Classifications
2
Project Directory
18
Project Groups
2
Team Open Items
0
Projects (Active and Inactive)
26
Quality Control
12
Checklists
5
Comply Notices
0
Permits
2
Punchlist
4
Test / Inspections
0
Reporting / Analytics
53
BI Summary Dashboards
9
Detail Financial Analytic Reports
12
Detail Report Templates
12
Log Style Reports
15
Safety
8
Safety Incidents
1
Safety Meetings
6
Site Hazard Assessments
0
Sage CM Mobile
41
Mobile - Android
18
Mobile - Apple
17
Scheduling
20
General To Do
0
Project To Do
8
Schedules (Gantt Chart)
12
Settings
58
Company Settings
2
Feature Settings
20
Feature Settings - New Dimensions Considered
1
Master Cost Codes (Standard Cost Codes)
0
Templates & Reports
2
User Properties
13
User Security Roles
18
TeamLink Portal
28
Teamlink Portal (General)
13
Teamlink User Roles
7
User Interface
91
UI User Interface Enhancements
71
UI User Interface Navigation
19
Workflow
31
Contracts and Procurement Workflow
25
Time & Expense Workflow
3
Formulas
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