• Votes

    23

    Rename reports

    Allow user to rename reports to reflect business terminology
  • Votes

    5

    Budget "unit cost" not included in Help topics

    Unitary customers are used to providing quantity and unit cost. But Sage takes the total budget and divides it by the quantity for that row to get the unit cost by cost ...
  • Votes

    6

    Service WO column in daily field reports

    Please add a WO # column in the daily field reports GRID so that people can attach some of their time directly to a service WO that is being assigned to that job. Right ...
  • Votes

    10

    Job Status report should show requested amount in open column

    The job status report has a column for open change orders but doesn't list the requested amounts. It will only list amounts in the approved column, but the change order ...
  • Votes

    11

    Adding Cost codes - please allow us to change cursor to go down

    You can change the direction of the cursor in so many windows, but not in the cost code window. Please add that option under the right click like it exists elsewhere
  • Votes

    13

    Job Cost & Billing Detail Report

    I would love to see a Job Cost & Billing Detail Report - everything on one report regardless of budget, etc. We have some jobs that are billed as 1 & others that are ...
  • Votes

    7

    Ability to use "parts" and "assemblies" to create change orders within ...

    This would be much much better than having to do a estimating takeoff to then import to change order. Something like what service receivables does for "quotes"
  • Votes

    5

    Add "Submitted By" Field on Subcontract

    The Estimating module allows for ability to export subcontracts for a job, and included in that export function is a field to indicate Employee #. That info is useless ...
  • Votes

    7

    Job Cost Entry Window

    Job Cost Entry Window is now automatically copying the row above with description, cost code and cost type. Very frustrating as most of my payable invoices have various ...
  • Votes

    16

    Please add spell check throughout the system

    Estimator & change orders, for example do not have spell check. A minor typo can then get overlooked and sent to the client.
  • Votes

    8

    Job Status Report optional (6-1-1) format changes needed

    The Job Status Report is missing OPEN PURCHASE ORDER information which is critical to job review. Please add the user option to include it just like you have one for OPEN ...
  • Votes

    19

    Allow pictures inserted into Correspondence (6-11-8)

    To complete customer communications, we often include pictures, drawings, etc. Please add this capability to include in the body of the correspondence table. Because we ...
  • Votes

    12

    Automate Updating ALL Jobs on Cost to Complete, Hrs. to Complete and ...

    When launching the Cost to Complete report, it would be nice if it automatically updated all jobs rather than having to manually update each one at a time.
  • Votes

    1

    Purchase Order Tax District not coming over when you export to a ...

    When you export to a Purchase order from the 9-5 TakeOff Screen, the tax district of the vendor is not being filled in based on the default for that vendor. It causes us ...
  • Votes

    3

    Project Work Center Hot List Sort Change

    Currently the Project Work Center Hot List Sort is by date & vendor. I would like to see if a option can be added to be able to change the sort specification. I would ...
  • Votes

    2

    Purchase Order "Attention" Item

    This should link to the Company Contact that you are entering the purchase order for. Currently you have to enter a name in there, and when you have already take the ...
  • Votes

    5

    The subcontract audit report

    When looking at the current balances for subcontractors on any given job, the audit should include all change orders as well for that subcontractor and job.
  • Votes

    3

    Daily Payroll should populate a report in 6-1-4 immediately without ...

    I'd like to be able to see a real-time breakdown of hours- so something the transfers frmo the daily payroll directly into a report- used on each job without having to ...
  • Votes

    7

    Change Order - Tracking Time

    Change orders should be able to be tracked and billed similar to a T&M invoice as well as submitting a proposal. Using the Phases, particular change orders can be ...
  • Votes

    5

    Create bonding report by job and by phase

    Currently, the bonding report only shows information by job. Consider adding a checkbox to that report or creating anothe bonding report that will include not only job ...