• Votes

    3

    Allow users option to list multiple change requests under one change ...

    I had a client ask if I could list multiple "Change Requests" under one "Change Order" in a specific order. At this time, they automatically list in numerical order. It ...
  • Votes

    1

    Nacha Files out of PM Module

    I can store bank info in the tenant setup screen but it doesn't seem to have any value in keeping this info here. I would love to create a NACHA file out of this to send ...
  • Votes

    2

    PJ Owner Change Order Substantial completion date why does this date ...

    PJ Owner Change Order Substantial completion date why does this date not update on all owner change orders unless changed.
  • Votes

    12

    Close commitments by job with one click instead of having to close ...

    It is cumbersome to close commitments as they have to be done individually through multiple "clicks". My suggestion would be to have one button to "click", maybe either ...
  • Votes

    1

    Seperate window for "create new mtg. minutes based on previous" "view ...

    I know this is user error but when you do a lot of meeting minutes sometimes you are in a rush. Numerous times we have a created new minutes instead of updating existing. ...
  • Votes

    3

    Job Cost Job Setup balance field for Commitment balances

    Customer would like to have in Job Cost Job Setup, new fields added for total subcontracts / purchase orders invoiced and paid for the job. Currently we only have ...
  • Votes

    2

    Clearing Job Holds while selecting invoices to Pay

    When you are in the Select Invoices to Pay screen, using the Vendor order, provide a way to easily take a Job off Hold and select invoices without having to come out of ...
  • Votes

    4

    Add a way to link company relationships or subsidiaries in Address ...

    Client has a parent company with other companies, tied to the parent company. It would be nice to have another tiered relationship in AB.
  • Votes

    1

    Meeting Minutes "Hide/Show Col" is useless

    Under the Items section of the Meeting Minutes, if you right click over a column, there is an option to "Hide/Show Col". That option allows you to customize columns, such ...
  • Votes

    5

    Allow PJ to send an invoice request to the AR

    Our project managers manage the projects to the extent that they let accounting know when to invoice the customer, how much, and why. There is nothing in the system that ...
  • Votes

    3

    Add Custom Fields to Change Request and Change Orders

    Very little flexibility in terms of adding information to properly keep track of Change Requests and Change Orders. These fields are important to accommodate each ...
  • Votes

    4

    Allow Custom Description of Field Reports Fields/Titles

    It makes no sense that one cannot modify the titles of the columns in each tab for the Field Reports, since each company might use them for different things, especially ...
  • Votes

    7

    Add a sort functionality to the custom logs

    I want to be able to sort by a particular column in my custom log. An alternative option would be to provide a filter function.
  • Votes

    12

    Ability to "Insert Row" in Enter Change Request

    Currently, software only allows "Delete Row". Would be great to "Insert Row". This is especially helpful when trying to keep items grouped together on screen (by date, ...
  • Votes

    1

    add the last job used functionality to field reports in project ...

    Would like to see the last job used functionality added to field reports in project management
  • Votes

    1

    Allow Prepared By in PJ Field Reports to prefill from the Send ...

    Allow Prepared By in PJ Field Reports to prefill from the Send Settings
  • Votes

    3

    Allow for Auto Numbering in PJ Field Reports

    Allow for Auto Numbering in PJ Field Reports
  • Votes

    3

    Allow attachments in PJ Field Reports

    Allow attachments in PJ Field Reports
  • Votes

    4

    Fixing change orders previously written... preceeding change orders ...

    When fixing a previous change order, why won't the preceeding change orders auto update with the new contract amount. Can code writing look into making this change?
  • Votes

    4

    Add Job Number to PDF Name Auto Generated when sending

    Add Jon Number & maybe name to PDF of Document auto created when sending - Example - Sending Submittal from Submittal screen creates PDF with just Submittal Name and ...