• 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 ...
  • Votes

    6

    Allow straight dollar amount markups in 9-5 Takeoffs rather than only ...

    you cannot apply a flat rate markup to a line item in takeoffs. Further, you are limited on how close you can get to the final number you would like to achieve by only ...
  • Votes

    1

    9-6 Enhancements - Item/Vendor updates

    Update pricing via csv file upload should allow: 1) Creation of Vendor/Price record if record does not exist (currently only allows price change on existing records) 2) ...
  • Votes

    18

    side by side comparison of two or more takeoffs, budgets, or proposals

    Be able to view and edit more than one takeoff, budget or proposal at once without having to print them. Alt. be able to create and save versions of a takeoff without ...
  • Votes

    4

    Most of our bids are set up by bid item. We want to be able to export ...

    Most public works or commercial bids are set up by bid item. Sage recognizes this as it possible to estimate by bid item. We want to be able to export our budget by bid ...
  • Votes

    0

    Change take off item a different color so that you can input a plug ...

    In the estimating module they should be a way of making a take off item a different color so that you can input a plug number while waiting for a sub to turn in numbers
  • 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, ...