-
Votes
3
Word level text enhancements
The ability to customize text to stand out in estimates for better organization.
by: Steve K. | about a month ago | Last activity about a month ago | Status changed about a month ago | Estimating
-
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 ...
by: Steve K. | 6 months ago | Last activity 6 months ago | Status changed 6 months ago | Estimating
-
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.
by: Steve K. | 6 months ago | Last activity 6 months ago | Status changed 6 months ago | Estimating
-
Votes
4
Add a column to the Takeoff for additional comments
We would also like to be able to add columns to the takeoff
by: Michelle S. | 11 months ago | Last activity about a month ago | Status changed 11 months ago | Estimating
-
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 Only
by: Michelle S. | 11 months ago | Last activity about a month ago | Status changed 11 months ago | Estimating
-
Votes
2
Import other flat rate programs and use alpha numbers for assembly ...
Flat rate programs and some vendors us alpha number for stock numbers. ie: delxxxx for Delta, kohxxx Kohler, etc... As of now we import our flat rate program into the ...
by: Ferrell J. | 12 months ago | Last activity 11 months ago | Status changed 12 months ago | Estimating
-
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 ...
by: Amber C. | about a year ago | Last activity about a year ago | Status changed about a year ago | Estimating
-
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 ...
by: Amber C. | about a year ago | Last activity about a year ago | Status changed about a year ago | Estimating
-
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 11 months ago | Status changed over a year ago | Estimating
-
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
-
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 ...
by: Trenton K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
-
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
-
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, ...
by: Danielle B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
-
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.
by: Tim M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
-
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 ...
by: Greig S. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Estimating
-
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 ...
by: Coleen N. | over a year ago | Last activity about a year ago | Status changed over a year ago | Estimating
-
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 screen
by: Debora L. | over a year ago | Last activity about a month ago | Status changed over a year ago | Estimating
-
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 11 months ago | Status changed over a year ago | Estimating
-
Votes
4
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 ...
by: Elizabeth G. | over a year ago | Last activity about a year ago | Status changed over a year ago | Estimating
-
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" ...
by: Sherri G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
By Category
- All Categories
- Accounting Reports (116)
- Accounts Payable (441)
- Accounts Receivable (418)
- Equipment Management (38)
Estimating (116)- General Ledger (120)
- Inventory (53)
- Other (255)
- Payroll (637)
- Project Management (354)
- Review and Reporting (139)
- Scheduling (46)
- Service Receivables (161)
- Utilities (81)
