• 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.
  • 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 ...
  • 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 ...
  • 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

    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

    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

    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

    1

    Labor Hours Associated to Material Units.

    There are many other estimating programs that offer labor hours for each item in their database. Begin using standard labor-units (Craft Hours) in your material database.
  • Votes

    3

    I'd like to use decimal formatting for part numbers in the same ...

    The part number would consist of the part class to the left of the decimal and the part # to the right. I envision a max of 5 decimal places to right and 7 to the left.
  • Votes

    3

    Enter a check box on 3-5 screen for whether to allow the previous ...

    I would like to open my takeoff launch in 9-5 and only see takeoffs that I want to see... now I have a very large list and only need access to 4 or 5. It would be great ...
  • Votes

    3

    Increase price limit of a part

    We need to enter parts with a cost and billing amount exceeding $99,999.99 but anything greater than this creates an error of "Invalid numeric entry." This should not be ...
  • Votes

    4

    Overwrite extended prices in bid item details

    Rather than calculating the extended price by applying overhead and mark up %'s, provide the option of overwriting the extended price and allowing the system to back into ...
  • Votes

    3

    User Defined Fields USDF 1 and USDF2 on Assemblies in 9-3

    In 9-3 - unlike every other master table - the two standard USDF 1 and USDF2 user defined fields do not exist. Business need - if an assembly is created for a specific ...
  • Votes

    6

    Alternates in Estimate should NOT be included in Base Bid Amount

    In Sage 100 CONTRACTOR estimating module when a job has an alternate or alternates, the alternate pricing should NOT be included in the Base Bid amount. This makes it ...
  • Votes

    2

    in Takeoffs: Allow the sales tax to calculate using the sales tax ...

    Currently in takeoffs you have to go line by line to determine whether the sales tax district should be listed. It would be helpful if it could be assigned to all cost ...
  • Votes

    4

    Create 'toggle' for Profit Rate for markup/margin

    Our sales people use Margin for everything, and it is a real pain to enter everything in Sage as Markup (even though the bottom of the grid reflects the total Margin, ...
  • Votes

    2

    Keep parts order the same from Bid Request to PO

    When rolling from a Bid Request to a PO, the items are sorted by description if there is no part number and by part number if there is a part number from parts list. ...
  • Votes

    2

    Add Recap button for "Part"

    Be able to summarize multiple bid items and see totals of part across the job. Have it summarize by Sage Part # and give total quantities. Optional "Part by Bid Item" - ...
  • Votes

    3

    IN 9-2 Parts, increase the Parts Price field size two digits to allow ...

    In order to enter a budget that is currently in a spreadsheet, the Parts are entered, but some item prices exceed the current field size limit of 99999.9999. This was ...