• Votes

    3

    6-1-4-61 Allow filtering and sorting by supervisor (not just ...

    This report currently allows filtering and sorting by salesperson. I need to be able to filter and sort by supervisor. We use these 2 fields for foreman and project ...
  • Votes

    9

    Warning when Sub- Change Order exceeds Budget

    It would be helpful if there was a warning indicating when a Sub Change order exceeds budgeted amount. Currently there is a warning if a subcontract exceeds budgeted ...
  • Votes

    6

    Job Numbering

    It would be very very very useful if there was a notification when a job entry number is more than the next one available. As I have the next Job # 271 but there are ...
  • Votes

    8

    disallow Duplicate change numbers

    Right now the system allows two changes with the exact same number within the same job and there is no way to prevent it. At least a warning might prevent some ...
  • Votes

    9

    Allocate A/P invoice lines and Inventory Allocation lines to ...

    Currently, all job costs are created from the "job costs window". Unfortunately, the descriptions on the A/P invoice lines and inventory allocation lines have to be ...
  • Votes

    3

    In 6-2 Budgets, be able to type directly into the Notes field

    Anyone manually entering budgets would want this. Right now, it pops-up the Notes Entry window, takes a second to update (slowing you down) and flash your screen, you ...
  • Votes

    10

    The ability to assign a different department to each phase of a job

    I think it would be helpful if we could assign departments to a particular phase of a job, instead of only allowing 1 department to be selected in the main job window. ...
  • Votes

    8

    prelims, pre-lims, preliens, pre-liens, preliminary notices

    We need data field to be able to track prelims. A tab could be added to the Subcontract to track suppliers prelims and releases. It could be just a simple list to at ...
  • Votes

    10

    For more simple cost code numbering systems I would suggest you make ...

    I find the 3 numbers after the decimal unnecessary in my numbering system. I would like the option to remove the decimal. For example, instead of 100.000, I would like ...
  • Votes

    6

    Add job status column to 3-6 Job List report

    Would be great to have a clients job list sorted by job status so we a client's jobs by bid, current, complete, closed status.
  • Votes

    11

    Would like to see a RFI & Transmittal tabs added to the bottom of the ...

    It would make it easier to have RFI's & Transmittal directly connected to jobs via tab. Quicker access, is instead of backing out and going to 6-11-2 & /or 6-11-3
  • Votes

    3

    Ability to enter a discount rate on the Subcontract Screen.

    This would allow for different discount terms for the same vendor. We generally have the same discount rate for a vendor, but from time to time we are able to negotiate ...
  • Votes

    8

    Purchase Order List - SHould include (Service Module ) Work order ...

    When working with purchase orders and subcontracts - we can create a po or subcontract from the service work orders. However, when any of the reports / audits are done ...
  • Votes

    2

    Purchase Order "Attention" Item

    This should link to the Company Contact that you are entering the purchase order for. Currently you have to enter a name in there, and when you have already take the ...
  • Votes

    5

    The subcontract audit report

    When looking at the current balances for subcontractors on any given job, the audit should include all change orders as well for that subcontractor and job.
  • Votes

    3

    Daily Payroll should populate a report in 6-1-4 immediately without ...

    I'd like to be able to see a real-time breakdown of hours- so something the transfers frmo the daily payroll directly into a report- used on each job without having to ...
  • Votes

    7

    Change Order - Tracking Time

    Change orders should be able to be tracked and billed similar to a T&M invoice as well as submitting a proposal. Using the Phases, particular change orders can be ...
  • Votes

    5

    Create bonding report by job and by phase

    Currently, the bonding report only shows information by job. Consider adding a checkbox to that report or creating anothe bonding report that will include not only job ...
  • Votes

    4

    Job profitabilaty by date/period range

    Take report 6-1-4-71 and allow me to identify the date/period range. Also create this report with more than one job on the page ex. Over/under report. Best to add a ...
  • Votes

    5

    Subcontract reports seem to be incomplete where you want to see the ...

    The grid for the Subcontract detail in the vendor record shows almost everything a report should contain. But if you try to print the grid, the change order values are ...