• Votes

    11

    We need to add Job Status to "Lost"

    and not just Rejected as it allows us to create root cause analysis. For example, if we lost a job due to pricing or other reasons, we have no way to track that and ...
  • Votes

    3

    Please design a Subcontractor Change Order Form.

    Need a form that looks the same as the General Contract Change Order!!
  • Votes

    1

    When entering PO details, can you change the color of current field or ...

    Currently when entering data in Purchased order, it's hard to see what field you're in. Hopefully, there's a way to change the color properties to highlight the current ...
  • Votes

    1

    User Permissions

    We need to be able to "fine tune" user permissions more when entering Purchase Orders. we do not want our employees to be able to edit a P.O. once it has been entered. ...
  • Votes

    10

    Purchase order expired certificated warning

    When creating a purchase order it does not warn when a vendor has an expired certificate. It should warn like it does when you attempt to create a subcontract for a ...
  • Votes

    1

    We need to have the userdef field brought back as being able to change ...

    In version 19 we were able to select "Character" or "Number" as field types. In version 20, we are no longer able to select, therefore, reports created in version 19 no ...
  • Votes

    2

    create a building permit module under document control

    It would be nice to track DOB permits on Sage instead of a separate excel spreadsheet.
  • Votes

    1

    PDF Attachment Option when Emailing Techs Directly from the Dispatch ...

    Include the work orders as an attachment when emailing technicians directly from the dispatch board. This option is available when emailing from the work order itself, ...
  • Votes

    1

    Rename cost codes customized for each project

    We use random cost codes to track additional tasks on a project (unforseen conditions). Our workers have asked that our codes be able to be renamed to say the name of ...
  • Votes

    4

    cost code search

    would like to have the ability to search cost codes by description in the 6-5 window. I have to put the cost codes into an excel spreadsheet and then hit control F to do ...
  • Votes

    1

    Submittals and Parts relationship

    Make it so that a part from inventory can be pulled into the submittal. Since spec sheets etc are tied to the part it would be nice to be able to pull that part from ...
  • Votes

    3

    Project Phase Addresses

    We would like to know if it would be possible to add functionality to include an address (City, state, zip) when creating a phase. For projects that have multiple ...
  • Votes

    1

    Cost to Complete popup dialogue

    I would like to request that at popup dialogue be added to 6-8-1 Cost to Complete when you click on the calculator button. This would be similar to the dialogue box that ...
  • Votes

    3

    Job Cost Journal Report with attachments

    I'm looking at the job cost journal report 6-1-2-61 and I am able see all the vendors and invoices there. It would be nice to have the option to print with attachments. ...
  • Votes

    12

    Invoice entry should auto populate job costs and cost types from ...

    It would be nice when entering an invoice that is tied to a Subcontract, the job cost information should follow from the Subcontract, not the vendor record. The vendor ...
  • Votes

    3

    Most of our projects are custom and are billed T&M against a client ...

    When creating a budget for a job with a T&M billing setup, Please have the budget calculate and include the markup, overhead and profit based on the T&M billing ...
  • Votes

    3

    When entering a Subcontract Change Order, need Vendor Compliance ...

    When entering a change order to a subcontractor, have the vendor compliance warnings work. The vendor compliance warnings only work in 4-2 Payable Invoice and 6-7-1 ...
  • Votes

    1

    Allowances added in Over/Under 6/1/7.

    When using the Over/Under in 6/1/7- We need to be able to add Allowances just as we add Change Orders with an Estimated Amount as well as a requested/approved amount. In ...
  • Votes

    3

    Expand the information shown in 6-2 Budgets

    You should be able to see Changes and Committed Costs in the Budgets 6-2. Reports show Changes as a separate number. The Budgets should have additional columns to show ...
  • Votes

    1

    Allowance tracking

    We need a better way to identify allowances on jobs. Allowances in the contract value and allowances in the budget. Right now they get lost. They create big swings in ...