• Votes

    3

    Word level text enhancements

    The ability to customize text to stand out in estimates for better organization.

  • Votes

    7

    Image of parts

    The parts screen has plenty of room to show an image of the part. Please put the image of the part on the parts screen

  • Votes

    4

    Add a column to the Takeoff for additional comments

    We would also like to be able to add columns to the takeoff

  • Votes

    7

    Allow 2 People into the same Takeoff at the same time

    We would like to be able to have 2 people in a Takeoff at the same time. Even if one is allowed to be in as Read Only

  • Votes

    11

    Tax on Change Orders

    We are a contractor that needs to separate out taxable vs non-taxable items for reporting purposes. Currently tax is included in the total for the materials when ...

  • Votes

    1

    Sales tax related to 9-5 takeoffs

    We are a reseller of materials and labor in Washington State, it would be helpful if the sales tax rate on the 3-5 job setup didn't effect the 9-5 takeoff screen and have ...

  • Votes

    1

    zoom in on estimate grid

    It would be helpful for my aging eyes to be able to zoom in on the estimating grid.

  • Votes

    3

    Labor Sell Rates on Estimates/Takeoffs

    It would be nice if you could set the labor cost and labor sell price for each Takeoff/Estimate. Currently I can update Overhead/Profit by Cost Type to set the labor cost ...

  • Votes

    14

    General UNDO feature. Currently if you delete a bunch of rows from a ...

    Currently if you delete lines in a take off you cant undo that action

  • Votes

    4

    Create a pricing matrix for parts that calculates the vendor cost of a ...

    I have a access database that i created to do this functionality outside of sage and then import the net price into sage as a vendor price for a part. But it would be ...

  • Votes

    6

    Easier Material Price Updates

    Begin using an outside service with the ability to import product and pricing information to update and maintain accuracy in our material database & estimating system; ...

  • Votes

    3

    Special Client Part Billing $

    I would like to have a separate tab in 9-2 Parts to have a special billing price tied to a specific client. So if we have agreed to a special prices for that one Client, ...

  • Votes

    2

    Be able to copy vendor parts prices to a new vendor

    When you have a new vendor with the same prices as an exiting vendor it would be great to be able to copy the old vendors prices in the parts database to the new vendor

  • Votes

    3

    In 9-5 Takeoff, Exporting, need "Check All / Uncheck All" option.

    In exporting POs, Subcontracts, etc., from the 9-5 Takeoff, often there can be 20, 30, 50 or more check boxes. We need a check box for "Check All" and "Uncheck All" so we ...

  • Votes

    5

    Takeoffs - exporting to Request for Proposal by job/phase allow the ...

    If you have a vast amount of phases for a takeoff, It is extremely time consuming to "uncheck" all the phases to export just a couple. Allow user to toggle on/off all ...

  • Votes

    7

    Estimating export options

    Since bid items have types, the export to budget should NOT include change orders since those are exported to change orders. We need options to include or exclude ...

  • Votes

    2

    Import other flat rate programs and use alpha numbers for assembly ...

    Flat rate programs and some vendors us alpha number for stock numbers. ie: delxxxx for Delta, kohxxx Kohler, etc... As of now we import our flat rate program into the ...

  • Votes

    1

    Allow two columns from the assembly to pull onto the takeoff screen

    Right now the system is only allowing for one column from the assembly to pull down onto the takeoff screen. It would be beneficial to have more than one column to pull ...

  • Votes

    1

    Parts should have the ability to have an overhead

    When preparing a bid, it would be wise to have the ability to have the mark up from the parts window transfer down to the 9-5 screen. There is a button for "mark up" on ...

  • Votes

    6

    Add a Material Substitutions Table

    Many times when estimating, there are not specifications for ALL products. It is often left up to the general contractor/subcontractor to determine the product that will ...