• Votes

    6

    The ability to have the notes that are put in the notes icon on the ...

    The ability to have the notes that are entered in the notes icon on the following documents: submittal, rfi, po, change orders and subcontracts show in a column to the ...
  • Votes

    6

    Job Cost Journal report needs to include Customer Name and Project ...

    When producing the 6-1-2 report it needs to show the Customer Name and the Project Name at the top of the report
  • Votes

    6

    The budget warnings to ignore the cost type & only look at job, phase ...

    upgrade to V20, the budget warning pop-up when creating a PO, warns on the cost type. We don't use the cost type for budget purpose only phase & costs code. Can it be ...
  • Votes

    6

    Job Summary Report

    There should be a Job Summary Report-Long format that lists the following columns across horizontal rather than vertical. Some of my Job Summary Reports-Long are 20 + ...
  • Votes

    6

    Cost Code Report

    I would like to Print Cost Codes in ALPHABETICAL order OR numberical. At this time there is no way to do that.
  • Votes

    6

    Change Orders 6-4-1 Add Tax District to calculate Sales Tax

    Just like in the Takeoff 9-5 there should be a "Tax District" column to calculate for sales tax as needed.
  • Votes

    6

    over/under billing current year only

    I would like the over/under billing to have the option to run billings and costs for the current year only and to exclude previous years.
  • Votes

    6

    Status updates email alerts

    Is there a way to get automatic email alerts when a job status is changed? It would be useful to alert other team members of any changes. Something with a check box to ...
  • Votes

    6

    Menu 6-4-1 Change Order Description

    Add word-wrapping functionality and/or extend the character limitation for the Description field on the grid line of the 6-4-1 Change Order record. I run an electrical ...
  • Votes

    6

    Report Scheduling - Committed Costs 6-1-12-21

    "File - Scheduling" is currently shaded out for this report, including 6-1-12-31, 6-1-12-41 This is a fundamental report for monitoring job status. Should be able to ...
  • Votes

    6

    Retention auto input in to subcontracts

    We would like the 3-5 retention field to map to the subcontracts for the same job. This would ensure the retention is input and correct for each job. If not this field, ...
  • Votes

    6

    Bonding Report that'll tell us if we are over or under Budget. Bonding ...

    Bonding Report should be based off of how much we've billed to date instead of the budget amount. I don't need to know if we are over or under-billed. I need to know if ...
  • Votes

    6

    Change order sequential numbering with Revisions

    Change orders should have some sort of auto revision#. Problem now is that although we can edit the number to include for instance R#1. the sequential order number stops ...
  • Votes

    6

    Export Change Order 6-4-1 from 9-5 Takeoff correctly maintain the ...

    After creating an estimate from 9-5 and then export to a Change Order on 6-4-1 the description gets changed from the original description in 9-5 to the Cost Type. in ...
  • Votes

    6

    6-7-1 Subcontract. Add "Quantity" column to grid

    6-7-1 Subcontract. Add "Quantity" column to grid
  • Votes

    6

    Job Cost Status - Mass Update

    I would like to be able to change the status on multiple job cost records at one time (example, from 1-Open to 3-Billed). This would be similar to what we do in parts ...
  • Votes

    6

    Taxable/nontaxable line items in a change order to be brought into ...

    Allow 1 change order to contain taxable and nontaxable lines to be brought into a progress bill. i.e. change order contains $500 of taxable sales, $100 of nontaxable, ...
  • Votes

    6

    Access the Takeoff screen through the Job Screen module.

    I would like to suggest making a hot button key to link the job screen to the takeoff screen. I know that you can access the job screen through the takeoff screen, but ...
  • Votes

    6

    6-4-1 Change Order it would be great if we could print the "budget and ...

    making this an optional report to print would be great so that we can attached as a second page to the Change Order, to see break-down of Vendors/Sub-contracts and ...
  • Votes

    6

    6-7-1 Subcontract Percentage Complete Information Needed

    Please add a column in the grid to show line item billing percent complete, and a box in the footer area of the screen that shows total percent complete. Subcontractor ...