All ideas

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.

There should be a member position for Compliance Managers that receive email notifications when subs upload compliance documents that need to be reviewed and approved. The only option for our Compliance Manager currently is to receive all project ...

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...

I need for my subcontractors to be able to edit their SOV after the first pay application is submitted or at the very least, allow me as the GC be able to edit it. For example, an owner that receives all my subcontractor pay apps has requested it ...

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...

Currently, all team members under the "company accountant" role receive the "Official unconditional is available" email notification. This is unnecessary since not all accountants are involved in all projects. The project team members who are assi...

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.

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...