• Votes

    2

    Keep parts order the same from Bid Request to PO

    When rolling from a Bid Request to a PO, the items are sorted by description if there is no part number and by part number if there is a part number from parts list. ...
  • Votes

    1

    Sales tax related to 9-5 takeoffs

    We are a reseller of materials and labor in Washington State, it would be helpful if the sales tax rate on the 3-5 job setup didn't effect the 9-5 takeoff screen and have ...
  • Votes

    1

    zoom in on estimate grid

    It would be helpful for my aging eyes to be able to zoom in on the estimating grid.
  • Votes

    1

    Parts should have the ability to have an overhead

    When preparing a bid, it would be wise to have the ability to have the mark up from the parts window transfer down to the 9-5 screen. There is a button for "mark up" on ...
  • Votes

    1

    Allow two columns from the assembly to pull onto the takeoff screen

    Right now the system is only allowing for one column from the assembly to pull down onto the takeoff screen. It would be beneficial to have more than one column to pull ...
  • Votes

    1

    Hot List not populated when exporting PO, Subcontract or CO from ...

    If "Hot List" is set to be checked as the default (F7) in CO, PO and Subcontract Screen - when exporting from takeoff, the program "unchecks" the hot list box. This ...
  • Votes

    1

    Sales Tax on Purchase Orders with Cost Type of Subcontract

    When using purchase orders and exporting said purchase orders if a part in the takeoff is set up as cost type 4 subcontract why in the world does it still include sales ...
  • Votes

    1

    Select All or Deselect All in Exporting Purchase Orders

    When exporting purchase orders from a takeoff by task can you give the ability to select all or deselect all instead of having to go through and click every single little ...
  • Votes

    1

    Custom fields do not copy over when copying/pasting a record

    At least in the 9-2 Parts menu, custom fields are not saving when copying/pasting records.
  • Votes

    1

    Would like to be able to specify a bid item for each part in an ...

    Would like to be able to specify a bid item for each part in an assembly so that when the assembly is brought in to a takeoff the parts all go to the correct bid items.
  • Votes

    1

    Show the Group selected totals in Take Off Grid's like the other Grids ...

    Add group Sum Totals to bottom of Take Off Grids as well. Like the rest of the grids now have
  • Votes

    1

    The ability to export a takeoff into a Unitary Billing or Proposal.

    It would be great if there was a way to export a takeoff into Unitary Billing and Proposal or the ability to create a Unitary Proposal Template to use for import.
  • Votes

    1

    Bring a Notes Field to Part Classes/Assembly Classes

    Convenient for reporting purposes would be a notes section for Part/Classes/Assembly Classes, so users can explain in further detail about what should be and shouldn't be ...
  • Votes

    1

    Invalid sales tax on row.

    There is a limit placed on the amount entered into the "Cost" column that will not allow for proper computation of Sales Tax when the "Cost" column entry exceeds ...
  • Votes

    1

    9-6 Enhancements - Item/Vendor updates

    Update pricing via csv file upload should allow: 1) Creation of Vendor/Price record if record does not exist (currently only allows price change on existing records) 2) ...
  • Votes

    1

    Labor Hours Associated to Material Units.

    There are many other estimating programs that offer labor hours for each item in their database. Begin using standard labor-units (Craft Hours) in your material database.
  • Votes

    1

    9-3 Assemblies - New Button No Longer Allows For Entry of Assembly ...

    After clicking the new button from within the 9-3 Assemblies form the assembly number is changed to the next available new assembly number. I believe that previous ...
  • Votes

    1

    Checking for Locked Takeoffs/Takeoffs in Edit Mode is not Being ...

    After opening a takeoff the and using the new button to open a different takeoff the ptotkf.edtnme field is not checked again to see if the requested takeoff is ...
  • Votes

    1

    You should be able to set material subject to PST

    When estimating you should be able to set which bid item is subject to PST so it doesn't have to be completed with each item on every estimate
  • Votes

    0

    Change take off item a different color so that you can input a plug ...

    In the estimating module they should be a way of making a take off item a different color so that you can input a plug number while waiting for a sub to turn in numbers