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Accounting Links
43
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
30
Accounting Link for Xero
1
Client Contract Admin
115
Allowance Packages
1
CO
20
CPR
12
Job Cost Codes
8
Prime Contract Setup Wizards (Includes Project Setup Wizard)
6
Prime Contracts
46
Cost Plus With GMP
5
Cost Plus Without GMP
6
FLS
0
Unit Price with Billed Quantity
0
Prime Invoices
21
Contact Management
43
Companies
19
Compliance
9
Contacts
14
Correspondence
42
Issues
3
Journals
6
Response Workflow
0
RFI
13
Submittals
17
Transmittals
2
Cost Database
15
Crews (Cost Database)
0
Equipment Items
5
Formulas
0
Labor Items
0
Work Assemblies
4
Work Items
4
Documentation
51
Daily Log (Daily Report)
11
Meetings
5
Photos
17
Work Orders
8
Drawings, Specifications & ITBs
37
Drawings
16
ITB (Invitation to Bid)
11
Specifications
1
Emailing and Email Templates
23
Email Templates (includes custom template)
5
Inbound Email
2
New Email Features & Email Browsing
13
Estimating, RFP, Proposals (Pre-Construction)
35
Digitizer
3
Estimate Cost Codes (WBS)
5
Estimating Items
12
Locations
3
Markups | Adds | Cuts
1
Proposals, Reports, Logs, Exports
3
RFP for Estimating
4
HR, Time, and Expenses
40
Clock-In / Clock-Out
6
Employees (Active or Inactive)
0
Labor / Craft Codes
2
Labor Timecards
17
Misc. Expenses
3
Leads
30
Lead Analytics & Reports
2
Lead Directory
3
Lead Setup Wizard
1
Lead Stages
2
Leads (Active or Intactive)
21
Other
86
Alerts and Calendars
22
Currency
0
Custom definable Fields
6
Custom Definable Forms or Entry Screens
1
Document Viewer
6
eSign (including DocuSign)
6
Excel Connector
0
Favorites
2
Importing Excel Templates
4
Lien Waiver
3
Maps Geo Location
1
New Product Integration
5
Notifications
10
Retention Retainage Holdback
5
Tax
4
Procurement
109
Anticipated Costs
1
OCR
3
Purchase Orders
22
RFP for Procurement
2
SCO
4
Subcontract Invoices
28
Subcontracts
24
Vendor Bills
17
Projects
63
Linked Files (Projects)
20
Project Classifications
1
Project Directory
12
Project Groups
1
Team Open Items
0
Projects (Active and Inactive)
23
Quality Control
13
Checklists
5
Comply Notices
1
Permits
2
Punchlist
4
Test / Inspections
0
Reporting / Analytics
47
BI Summary Dashboards
9
Detail Financial Analytic Reports
10
Detail Report Templates
14
Log Style Reports
10
Safety
5
Safety Incidents
0
Safety Meetings
5
Site Hazard Assessments
0
Sage CM Mobile
41
Mobile - Android
17
Mobile - Apple
17
Scheduling
20
General To Do
0
Project To Do
9
Schedules (Gantt Chart)
11
Settings
61
Company Settings
2
Feature Settings
23
Master Cost Codes (Standard Cost Codes)
0
Templates & Reports
3
User Properties
14
User Security Roles
18
TeamLink Portal
33
Teamlink Portal (General)
20
Teamlink User Roles
6
User Interface
73
UI User Interface Enhancements
59
UI User Interface Navigation
14
Workflow
30
Contracts and Procurement Workflow
22
Time & Expense Workflow
3
Unit Price with Billed Quantity
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