• Votes

    1

    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

    1

    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

    1

    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

    1

    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

    4

    Need to lock default cost in parts and in takeoffs to keep salespeople ...

    We use takeoffs for our option sheets for our salespeople The parts default cost are the prices we charge for the options for our houses. I need to lock that cost in ...

  • Votes

    1

    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 ...

  • Votes

    1

    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. ...

  • Votes

    11

    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

    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

    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.

  • Votes

    10

    9-5 Takeoffs, Recaps tab grid view

    While estimating, we bounce back to the Recaps tab frequently. Every time we view the Recap by "Cost Types," the grid view is too small. The labor column and total column ...

  • Votes

    4

    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 ...

  • Votes

    2

    User Defined Fields in 9-5 - Setup as Date BUT sort as if they are ...

    In the 9-5 Screen, we have User Defined Fields that are Date fields. However, when we run a report pulling those fields, they are not sorting in full date order. They ...

  • Votes

    5

    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

    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 ...

  • Votes

    2

    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 ...

  • Votes

    2

    Maintain parts database crushing Sage 100 - Object reference not set ...

    This is when you don't have Estimating enabled but have service receivables and inventory enabled. You are able to add parts in bulk, however, when you open maintain ...