• Votes

    6

    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

    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 ...

  • Votes

    4

    Add Multiple Templates To Same Job

    We are a fireplace and outdoor fire feature company. Let's say a client wants one indoor fireplace, one outdoor fireplace, and one outdoor fire pit. It would make our ...

  • 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

    2

    Reactivate archived Take-offs

    Occasionally take-offs (bids) get archived before they should and once they are in archive, we cannot move it out of archive. I am requesting to make this a possibility, ...

  • Votes

    2

    In the 9-5 takeoff screen's part look up window, default to ...

    In the 9-5 takeoff screen's part look up window, provide the option to default into multiselect mode rather than having to select that mode each time.

  • Votes

    2

    lock Ext sell price in takeoff grid, Bid Items, Phases and entire ...

    Add a column for lock Ext (sell) price in all takeoff grid lines, Bid Items, Phases and complete Takeoff to allow Lock Ext (sell) Price Purpose: when production trades ...

  • Votes

    3

    Merge Parts with Inventory / Activity

    Would like to merge multiple parts while brining inventory location & cost info into single Part #, Over the years, due to users not using *F4 to search (or providing too ...

  • Votes

    4

    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

    2

    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 ...

  • Votes

    3

    search by client in 9-5 Takeoff Launch

    When searching for a Takeoff in 9-5, we'd like the ability to be able to search/sort by client name as well. Many of the job names can be similar and the unique value is ...

  • Votes

    4

    takeoff entered date

    It would be nice to be able to see the number of takeoffs created within a specified period. The only date field available for reporting purposes is "last date edited" ...

  • Votes

    6

    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

    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

    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

    2

    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, ...

  • Votes

    2

    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 ...

  • 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

    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.

  • Votes

    2

    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 ...