• 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

    14

    General UNDO feature. Currently if you delete a bunch of rows from a ...

    Currently if you delete lines in a take off you cant undo that action
  • Votes

    13

    Allow 9-5 Part Description Change to Export into Budget

    In creating Takeoffs 9-5 you allow the part description to be changed. For example "Footings" may need to be labeled 'Interior Footings' or 'Wall Footings' etc. I don't ...
  • Votes

    12

    View 2 Take-Offs simultaneously

    We should be able to view 2 take-offs at the same time. It creates a lot of wasted time having to go in and out of one to see the other.
  • Votes

    11

    Tax on Change Orders

    We are a contractor that needs to separate out taxable vs non-taxable items for reporting purposes. Currently tax is included in the total for the materials when ...
  • 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

    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

    8

    takeoff descriptions to Proposal

    We provide lump sum Proposals to our clients despite using a breakdown for our estimated costs. Our Proposals have lengthy descriptions of the work we will complete by ...
  • 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

    8

    Retain row order when exporting

    I have experienced this in a number of different menus, but when exporting records, many times the rows are reorganized alphabetically or by part number when used. I ...
  • Votes

    7

    Image of parts

    The parts screen has plenty of room to show an image of the part. Please put the image of the part on the parts screen
  • Votes

    7

    Allow 2 People into the same Takeoff at the same time

    We would like to be able to have 2 people in a Takeoff at the same time. Even if one is allowed to be in as Read Only
  • 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

    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

    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

    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

    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

    6

    Add a Material Substitutions Table

    Many times when estimating, there are not specifications for ALL products. It is often left up to the general contractor/subcontractor to determine the product that will ...
  • 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 ...