• Votes

    5

    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

    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 ...

  • 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

    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.

  • Votes

    5

    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

    8

    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

    3

    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 ...

  • 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

    10

    Tax on Change Orders

    We are a contractor that needs to separate out taxable vs non-taxable items for reporting purposes. Currently tax is included in the total for the materials when ...

  • Votes

    3

    Include 'Order History' and 'Takeoffs' as Buttons on 9-2 Parts

    Similar to the 'Purchase History' button, it would be really handy to see if a part has been ordered or used on a takeoff before. Sometimes if a part has been created ...

  • 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

    2

    Ubiquitous Tree Style Class Selection

    Bring the same expandable/collapsible tree structure to any selection window involving part/assembly classes. For example, in the 9-2 parts window, when you try to assign ...

  • 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

    3

    Fix Part Cost Default “Billing Amount” in 9-5 Takeoffs

    In 9-5 Takeoffs, there is an option to choose “billing amount” as the default cost. This doesn’t really make sense. Billing Amount = Cost + Overhead + Profit in most ...

  • Votes

    3

    When manually entering an item in the takeoff the bid item markups are ...

    When a Bid Item has been assigned an OH or Profit percentage, and items are brought into the takeoff as Parts or Assemblies, the markup percentages flow onto the line. ...

  • Votes

    2

    PLEASE add an up/down arrow to 9-5 takeoffs for the bid items. It will ...

    It takes a long time to down click and find your assembly. If you add an arrow to tab up or down for the bid items would make things fast. I made this suggestion about 8 ...

  • Votes

    2

    Package Quantity Rounding Issue

    The takeoff is rounding the package quantities in a manner that is not logical. For example, say you have a package qty of 10 on a particular part. Lets also say that ...