All ideas

useful so we don't have to manually add owner name for it to populate on documents

We would all benefit from a real human monitoring the chat. After a couple of questions and we still need help, a customer service rep needs to be available, not just help articles.

I have had nothing but headaches with this software since the update. Subs have trouble logging in, I can't send invites to jobs because contacts don't show up, the Vendor tab has lost significant functionality and AI for your support has is an ab...

Currently we are running into some pushback from our flagging subcontracts for only being able to invoice once per month rather than weekly.

There needs to be a way for the system to allow for a credit to be billed for by the Sub even in the event it is their last billing. if a subcontractor has billed 100% and their billings have been submitted previously and paid, it doesn’t seem the...

We have several team members that need to be part of a project, but do not need to handle the day-to-day management of the subcontracts/billings. Please add the ability to set email notifications by user (and/or by role) for more tasks. The amount...

It causes issues within Vista to export all SOV line items into SL. It causes our Accounting Department when doing joint checks to pull values from individual line items imported as an SOV and not one lump sum. Causing them to have to hand calcula...

Please add an "Attachment too large" error, or add a note that states "File cannot exceed 10MB" for attachments when adding necessary documents to pay app.

The Change Order Number should be the description shown on the SOV, not the phase code description.

On larger-scale projects, we often issue subcontracts where subcontractors need to bill quickly for initial costs, such as setting up temporary power or purchasing materials. At that stage, they may not yet know how they will fully break out their...