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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 ...by: Shawna K. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Estimating
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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.by: Kenneth K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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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, ...by: Carol B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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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 ...by: Karen F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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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 ...by: Matt P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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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 ...by: Tim B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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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 screenby: Debora L. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Estimating
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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 Onlyby: Michelle S. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Estimating
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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 ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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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.by: Tim L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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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.by: Jessica S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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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.by: Chris B. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Estimating
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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; ...by: John M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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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 ...by: josh w. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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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 ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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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 ...by: Melissa M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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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 ...by: Tom S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
5
Takeoffs - exporting to Request for Proposal by job/phase allow the ...
If you have a vast amount of phases for a takeoff, It is extremely time consuming to "uncheck" all the phases to export just a couple. Allow user to toggle on/off all ...by: Terri m. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
5
Do not delete notes from Proposals when using Phases.
Currently any additions or updates to proposals will erase all existing notes in all phases upon saving. The notes on each line are an important part of the Proposal. ...by: Lou F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
5
9-5 Takeoff Tax
As a re-seller of material, under 9-5 takeoffs when creating an estimate for a client we need to be able to show sales tax on certain items after O/H and profit rates are ...by: Alex D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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