• Votes

    5

    Rename the 9-5 Takeoffs Bid Item 0 Description

    It would be nice to be able to rename the Bid Item 0 Description from None.
  • Votes

    1

    Hot List not populated when exporting PO, Subcontract or CO from ...

    If "Hot List" is set to be checked as the default (F7) in CO, PO and Subcontract Screen - when exporting from takeoff, the program "unchecks" the hot list box. This ...
  • Votes

    4

    Deleting Parts and Assemblies is now a pain in v20

    I have a ton of jobs in my company that are open because of an AP invoice from years ago that may be off by a few dollars. This discrepancy does not allow me to delete ...
  • Votes

    2

    Change default folder for importing/exporting grid files

    I want to be able to change the default folder that opens when in 9-5 Takeoffs and import>grid file or export>grid file is selected. This would be useful anytime Sage ...
  • Votes

    4

    updating price lists by alpha part number

    We get price lists from our vendors with new list prices once or twice a year. In order to upload a new price list it needs to be updated by the sage part number which ...
  • Votes

    4

    Cost Type Entries

    Cost Types are limited to only 9. This makes no sense. Cost Type has no ability to add new cost types past #9. Using Cost Types for estimating is critical to varying ...
  • Votes

    5

    Takeoffs - exporting to Request for Proposal by job/phase allow the ...

    If you have a vast amount of phases for a takeoff, It is extremely time consuming to "uncheck" all the phases to export just a couple. Allow user to toggle on/off all ...
  • Votes

    6

    Add a Material Substitutions Table

    Many times when estimating, there are not specifications for ALL products. It is often left up to the general contractor/subcontractor to determine the product that will ...
  • Votes

    3

    When exporting PO's do not combine like items

    When we have items on a take off with the same description and price, the system is combining them into one item when the PO is exported from the take-off. even if the ...
  • Votes

    2

    Be able to copy vendor parts prices to a new vendor

    When you have a new vendor with the same prices as an exiting vendor it would be great to be able to copy the old vendors prices in the parts database to the new vendor
  • Votes

    2

    6-2 Budget - Set

    The 6-2 Budget should show if the budget is set or not. Maybe a check box just like the lock edit box. Then you could see if the budget was actually set. The problem ...
  • Votes

    4

    On the Jobs 3-5 screen, I would like to have a link to the 9-5 ...

    It would be similar to the links available to go to the AP Invoices, AR Invoices, Proposals
  • Votes

    3

    Move a quote to another client

    We would like to see the ability to move a quote from one client to another. If we could just have the ability to change the client number for the quote, we will be more ...
  • Votes

    12

    View 2 Take-Offs simultaneously

    We should be able to view 2 take-offs at the same time. It creates a lot of wasted time having to go in and out of one to see the other.
  • Votes

    1

    Show the Group selected totals in Take Off Grid's like the other Grids ...

    Add group Sum Totals to bottom of Take Off Grids as well. Like the rest of the grids now have
  • Votes

    2

    Allow 9-5 Estimating Screen to specify a Margin per line item

    Allow 9-5 Estimating Screen to specify a Margin per line item (which would auto-calculate the Profit Rate/Markup on that line). You could choose item by item whether to ...
  • Votes

    3

    Add a "Latest Cost" Field in 9-2 Parts and Allow Estimating to Use to ...

    When Estimating, the costing choices are "Average Cost", "Default Cost", and "Billing Amount". Most often, we just want to use the latest pricing (regardless of the ...
  • Votes

    2

    Export from 9-5 Takeoffs to 12-2 Inventory Allocations

    In the 9-5 Window, if you populate the Vendor field, it allows you to quickly create Purchase Orders by exporting. But what if you have the stuff already in inventory? ...
  • Votes

    4

    Add a Rounding Feature to Assembly Solving Formulas

    Extremely common scenario: the main measure of an assembly can be fractional (eg. a length), but certain components of that assembly are not. For example, the very first ...
  • Votes

    3

    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 ...