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Votes
3
When exporting PO's do not combine like items
When we have items on a take off with the same description and price, the system is combining them into one item when the PO is exported from the take-off. even if the ...by: Regina S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
Merge Parts with Inventory / Activity
Would like to merge multiple parts while brining inventory location & cost info into single Part #, Over the years, due to users not using *F4 to search (or providing too ...by: Coleen N. | over a year ago | Last activity about a year ago | Status changed over a year ago | Estimating
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Votes
2
lock Ext sell price in takeoff grid, Bid Items, Phases and entire ...
Add a column for lock Ext (sell) price in all takeoff grid lines, Bid Items, Phases and complete Takeoff to allow Lock Ext (sell) Price Purpose: when production trades ...by: Greig S. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Estimating
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Votes
2
In the 9-5 takeoff screen's part look up window, default to ...
In the 9-5 takeoff screen's part look up window, provide the option to default into multiselect mode rather than having to select that mode each time.by: Tim M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
Reactivate archived Take-offs
Occasionally take-offs (bids) get archived before they should and once they are in archive, we cannot move it out of archive. I am requesting to make this a possibility, ...by: Danielle B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
7
When copying a record, include custom fields and attachments
Create an enhanced copy/paste for records to include custom fields and attachment links. Specifically for parts.by: Tim L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
4
Add Multiple Templates To Same Job
We are a fireplace and outdoor fire feature company. Let's say a client wants one indoor fireplace, one outdoor fireplace, and one outdoor fire pit. It would make our ...by: Trenton K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
allow user to choose the subcontract status when exported from takeoff
Please add the ability to choose a status for the subcontracts when they get exported. We are finding that having subcontracts exported to a bid status ONLY won't allow ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
6-2 Budget - Set
The 6-2 Budget should show if the budget is set or not. Maybe a check box just like the lock edit box. Then you could see if the budget was actually set. The problem ...by: Trinity P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
4
On the Jobs 3-5 screen, I would like to have a link to the 9-5 ...
It would be similar to the links available to go to the AP Invoices, AR Invoices, Proposalsby: David C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
Move a quote to another client
We would like to see the ability to move a quote from one client to another. If we could just have the ability to change the client number for the quote, we will be more ...by: Sammy R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
12
View 2 Take-Offs simultaneously
We should be able to view 2 take-offs at the same time. It creates a lot of wasted time having to go in and out of one to see the other.by: Mica P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
1
Show the Group selected totals in Take Off Grid's like the other Grids ...
Add group Sum Totals to bottom of Take Off Grids as well. Like the rest of the grids now haveby: Joel W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
Allow 9-5 Estimating Screen to specify a Margin per line item
Allow 9-5 Estimating Screen to specify a Margin per line item (which would auto-calculate the Profit Rate/Markup on that line). You could choose item by item whether to ...by: Kevin Q. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
Add a "Latest Cost" Field in 9-2 Parts and Allow Estimating to Use to ...
When Estimating, the costing choices are "Average Cost", "Default Cost", and "Billing Amount". Most often, we just want to use the latest pricing (regardless of the ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
Export from 9-5 Takeoffs to 12-2 Inventory Allocations
In the 9-5 Window, if you populate the Vendor field, it allows you to quickly create Purchase Orders by exporting. But what if you have the stuff already in inventory? ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
4
Add a Rounding Feature to Assembly Solving Formulas
Extremely common scenario: the main measure of an assembly can be fractional (eg. a length), but certain components of that assembly are not. For example, the very first ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
Package Quantity Rounding Issue
The takeoff is rounding the package quantities in a manner that is not logical. For example, say you have a package qty of 10 on a particular part. Lets also say that ...by: Bryan S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
2
PLEASE add an up/down arrow to 9-5 takeoffs for the bid items. It will ...
It takes a long time to down click and find your assembly. If you add an arrow to tab up or down for the bid items would make things fast. I made this suggestion about 8 ...by: John M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
When manually entering an item in the takeoff the bid item markups are ...
When a Bid Item has been assigned an OH or Profit percentage, and items are brought into the takeoff as Parts or Assemblies, the markup percentages flow onto the line. ...by: Pam S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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