• 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 ...
  • Votes

    8

    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 ...
  • 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" ...
  • 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 ...
  • 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 ...
  • 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
  • Votes

    1

    You should be able to set material subject to PST

    When estimating you should be able to set which bid item is subject to PST so it doesn't have to be completed with each item on every estimate
  • Votes

    7

    When setting up job, it would be nice to have alerts that are specific ...

    We have clients that have additional insurance requirements that we charge extra for and it's difficult to remember. An alert would help.
  • Votes

    3

    In 9-2 add a default field for "account".

    We would like to add a default field in the Part 9-2 for entering the GL account. The field should be "account". So this way the account would pre-fill when doing a ...
  • Votes

    9

    At functionality in menu 9-6 to allow updating Markup% and Billing ...

    At functionality in menu 9-6 to allow updating Markup% and Billing amounts with an import file.
  • Votes

    6

    Would like to update or add vendor part # (Order #) from the 9-6 or ...

    The ability to add vendors part # (order#) from a file. We have multiple lumber suppliers for the same part. Also, would like to have vendors part # show up on purchase ...
  • Votes

    3

    Add New Item Type to Bid Items

    When creating a takeoff, we oftentimes have line items that are crossed off but will be added back in again at a later time. Instead of deleting the grid and having to ...
  • Votes

    9

    Estimating Module-need a way to merge/combine 1 takeoff to another ...

    Estimating Module-need a way to merge/combine 1 takeoff to another takeoff; right now we have to export/import individual grids to combine. This is very labor intensive, ...
  • Votes

    4

    Fix the "Zero" (None) bid item

    The "Zero" (None) bid item should be fixed, so the associated costs can be allocated to the base bid items on a percentage basis in the exported proposal. When costs ...
  • Votes

    1

    Checking for Locked Takeoffs/Takeoffs in Edit Mode is not Being ...

    After opening a takeoff the and using the new button to open a different takeoff the ptotkf.edtnme field is not checked again to see if the requested takeoff is ...
  • Votes

    1

    9-3 Assemblies - New Button No Longer Allows For Entry of Assembly ...

    After clicking the new button from within the 9-3 Assemblies form the assembly number is changed to the next available new assembly number. I believe that previous ...
  • Votes

    8

    Allow for assembly formulas to round for a whole number quantity

    I need to be able to make a formula that has a function to round the calculated quantity up to the next whole number. I find it hard to calculate something and I need a ...
  • Votes

    2

    Increase the parts quantity in the assemblies from four decimal places ...

    Some of the production rates for our business can be quite large, so the hours rate divided by that production can lead to some small numbers for labor and equipment ...
  • Votes

    18

    side by side comparison of two or more takeoffs, budgets, or proposals

    Be able to view and edit more than one takeoff, budget or proposal at once without having to print them. Alt. be able to create and save versions of a takeoff without ...
  • Votes

    4

    Most of our bids are set up by bid item. We want to be able to export ...

    Most public works or commercial bids are set up by bid item. Sage recognizes this as it possible to estimate by bid item. We want to be able to export our budget by bid ...