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Votes
3
9-2 Parts Screen - Default Cost - Pop up that offers to change billing ...
In 9-2 Parts screen, when changing the Default Cost, remove the default pop up of "You have changed the Default Cost. Do you want the Billing Amount updated to ...by: Jessica W. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Estimating
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Votes
3
Add a "Latest Cost" Field in 9-2 Parts and Allow Estimating to Use to ...
When Estimating, the costing choices are "Average Cost", "Default Cost", and "Billing Amount". Most often, we just want to use the latest pricing (regardless of the ...by: Ryan B. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Estimating
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Votes
3
Word level text enhancements
The ability to customize text to stand out in estimates for better organization.by: Steve K. | 8 months ago | Last activity 8 months ago | Status changed 8 months ago | Estimating
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Votes
3
Labor Sell Rates on Estimates/Takeoffs
It would be nice if you could set the labor cost and labor sell price for each Takeoff/Estimate. Currently I can update Overhead/Profit by Cost Type to set the labor cost ...by: kevin S. | over a year ago | Last activity about a year ago | Status changed over a year ago | Estimating
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Votes
3
Special Client Part Billing $
I would like to have a separate tab in 9-2 Parts to have a special billing price tied to a specific client. So if we have agreed to a special prices for that one Client, ...by: Coleen N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
In 9-5 Takeoff, Exporting, need "Check All / Uncheck All" option.
In exporting POs, Subcontracts, etc., from the 9-5 Takeoff, often there can be 20, 30, 50 or more check boxes. We need a check box for "Check All" and "Uncheck All" so we ...by: Jim S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
Allow the Description of Bid Item 0 to Be Changed in 9-5 Takeoffs
There are many useful reports that can be generated from the 9-5 screen. Unfortunately, Bid Item 0 can only be named "None", so "None" shows up on a lot of reports. Bid ...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
3
Package Quantity Rounding Issue
The takeoff is rounding the package quantities in a manner that is not logical. For example, say you have a package qty of 10 on a particular part. Lets also say that ...by: Bryan S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
Increase price limit of a part
We need to enter parts with a cost and billing amount exceeding $99,999.99 but anything greater than this creates an error of "Invalid numeric entry." This should not be ...by: Matt J. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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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 ...by: Chris B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
When manually entering an item in the takeoff the bid item markups are ...
When a Bid Item has been assigned an OH or Profit percentage, and items are brought into the takeoff as Parts or Assemblies, the markup percentages flow onto the line. ...by: Pam S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
Include 'Order History' and 'Takeoffs' as Buttons on 9-2 Parts
Similar to the 'Purchase History' button, it would be really handy to see if a part has been ordered or used on a takeoff before. Sometimes if a part has been created ...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
3
In estimating takeoff it would be nice if you could change the color ...
When you create an estimate it would be nice if you could change the font or color of text in a line so you could track changes in the estimate.by: Sandy B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
allow user to choose the subcontract status when exported from takeoff
Please add the ability to choose a status for the subcontracts when they get exported. We are finding that having subcontracts exported to a bid status ONLY won't allow ...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
3
Move a quote to another client
We would like to see the ability to move a quote from one client to another. If we could just have the ability to change the client number for the quote, we will be more ...by: Sammy R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
Would like to be able to import more than one takeoff, specifying ...
Would like to be able to import more than one takeoff having more than one phase. Would like to specify which phase each takeoff is imported to.by: Glenn B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
Enter a Total for seleceted items in takeoffs
when working in takeoff it would be very helpful to have a sum total display at the bottom of the takeoff window So when I want to know a total cost in one section I can ...by: Joel W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
When exporting PO's do not combine like items
When we have items on a take off with the same description and price, the system is combining them into one item when the PO is exported from the take-off. even if the ...by: Regina S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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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 ...by: Diane K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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Votes
3
Fix Part Cost Default “Billing Amount” in 9-5 Takeoffs
In 9-5 Takeoffs, there is an option to choose “billing amount” as the default cost. This doesn’t really make sense. Billing Amount = Cost + Overhead + Profit in most ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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