• 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.
  • 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, ...
  • 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.
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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
  • Votes

    4

    Add a column to the Takeoff for additional comments

    We would also like to be able to add columns to the takeoff
  • 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.
  • 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 ...
  • Votes

    4

    Create a pricing matrix for parts that calculates the vendor cost of a ...

    I have a access database that i created to do this functionality outside of sage and then import the net price into sage as a vendor price for a part. But it would be ...
  • Votes

    2

    This is more a bug fix.

    In Windows 7 when I drag a screen to the top of the monitor, it fully expands. However, the parts window 9-2 does not.
  • 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 ...