Sage 100 Contractor: Latest in 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.

Comments (0) | by: Tim M. | 10 days ago | Last activity 7 hours ago | Status changed 10 days 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 ...

Comments (0) | by: Greig S. | 5 months ago | Last activity 5 months ago | Status changed 5 months 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 ...

Comments (0) | by: Coleen N. | 6 months ago | Last activity 27 days ago | Status changed 6 months ago | Estimating
Votes
2

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

Comments (0) | by: Debora L. | 8 months ago | Last activity 8 months ago | Status changed 8 months ago | Estimating
Votes
1

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 ...

Comments (1) | by: Jim S. | 9 months ago | Last activity 9 months ago | Status changed 9 months ago | Estimating
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 ...

Comments (0) | by: Elizabeth G. | 11 months ago | Last activity 11 months ago | Status changed 11 months 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" ...

Comments (0) | by: Sherri G. | 12 months ago | Last activity 10 months ago | Status changed 12 months ago | Estimating
Votes
5

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 ...

Comments (2) | by: Karen F. | about a year ago | Last activity 5 months ago | Status changed about a year ago | Estimating
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 ...

Comments (0) | by: John M. | about a year ago | Last activity about a year ago | Status changed about a year ago | Estimating
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 ...

Comments (1) | by: John M. | about a year ago | Last activity 11 months ago | Status changed about a year ago | Estimating
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, ...

Comments (0) | by: Coleen N. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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 ...

Comments (1) | by: Jessica W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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.

Comments (0) | by: Matthew D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
Votes
2

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.

Comments (0) | by: Sandy B. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Estimating
Planned
5

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 ...

Comments (0) | by: Brenda J. | over a year ago | Last activity 6 months ago | Status changed 14 days ago | Estimating
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 ...

Comments (1) | by: kevin S. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Estimating
Votes
4

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. ...

Comments (0) | by: Lou F. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Estimating
Votes
13

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 ...

Comments (2) | by: Cynthia V. | over a year ago | Last activity 27 days ago | Status changed over a year ago | Estimating
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.

Comments (0) | by: Glenn B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Estimating
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.

Comments (0) | by: Glenn B. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Estimating

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