• Votes

    3

    Takeoff "recap" by phases

    Be able to summarize phases in more breakouts. We utilize multiple phases in all jobs and in the 9-5 takeoff "recap" tab, the only summary is by phase. There should be ...
  • Votes

    3

    Make navigation in takeoffs easier

    Need scroll arrows for phases & bid items to scroll sequentially instead of having to click down on the arrow and then clicking the phase or bid items.
  • Votes

    3

    Keep proposal exporting from overwriting the "notes" field

    Be able to export proposals in different phases without overwriting other phases. Since we deal in multiple phases, I get tired of having to cut and paste to keep from ...
  • Votes

    6

    Exporting Subcontracts - better control

    When exporting subcontracts from a takeoff, allow us better control over what we're exporting, like an option to select by phase or a "deselect all" button.
  • 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

    1

    You should be able to set material subject to PST

    When estimating you should be able to set which bid item is subject to PST so it doesn't have to be completed with each item on every estimate
  • Votes

    7

    When setting up job, it would be nice to have alerts that are specific ...

    We have clients that have additional insurance requirements that we charge extra for and it's difficult to remember. An alert would help.
  • Votes

    3

    In 9-2 add a default field for "account".

    We would like to add a default field in the Part 9-2 for entering the GL account. The field should be "account". So this way the account would pre-fill when doing a ...
  • Votes

    9

    At functionality in menu 9-6 to allow updating Markup% and Billing ...

    At functionality in menu 9-6 to allow updating Markup% and Billing amounts with an import file.
  • Votes

    6

    Would like to update or add vendor part # (Order #) from the 9-6 or ...

    The ability to add vendors part # (order#) from a file. We have multiple lumber suppliers for the same part. Also, would like to have vendors part # show up on purchase ...
  • Votes

    3

    Add New Item Type to Bid Items

    When creating a takeoff, we oftentimes have line items that are crossed off but will be added back in again at a later time. Instead of deleting the grid and having to ...
  • Votes

    9

    Estimating Module-need a way to merge/combine 1 takeoff to another ...

    Estimating Module-need a way to merge/combine 1 takeoff to another takeoff; right now we have to export/import individual grids to combine. This is very labor intensive, ...
  • Votes

    4

    Fix the "Zero" (None) bid item

    The "Zero" (None) bid item should be fixed, so the associated costs can be allocated to the base bid items on a percentage basis in the exported proposal. When costs ...
  • Votes

    1

    Checking for Locked Takeoffs/Takeoffs in Edit Mode is not Being ...

    After opening a takeoff the and using the new button to open a different takeoff the ptotkf.edtnme field is not checked again to see if the requested takeoff is ...
  • Votes

    1

    9-3 Assemblies - New Button No Longer Allows For Entry of Assembly ...

    After clicking the new button from within the 9-3 Assemblies form the assembly number is changed to the next available new assembly number. I believe that previous ...
  • Votes

    8

    Allow for assembly formulas to round for a whole number quantity

    I need to be able to make a formula that has a function to round the calculated quantity up to the next whole number. I find it hard to calculate something and I need a ...
  • 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

    2

    This is more a bug fix.

    In Windows 7 when I drag a screen to the top of the monitor, it fully expands. However, the parts window 9-2 does not.
  • Votes

    5

    Rename the 9-5 Takeoffs Bid Item 0 Description

    It would be nice to be able to rename the Bid Item 0 Description from None.