Ideas

An additional column to the dashboard or a task list button where subs could be alerted and see what is outstanding for them to do such as complete the SOV, upload compliance documents, submit a bill. This would be a fast way for the sub to keep u...

On larger projects the SOV can get quite extensive, so it would be beneficial to be able to hide from view the line items that have been billed 100% to make reading the SOV simpler as the project progresses. Even if it hid those lines temporarily ...

It would be helpful to also include the total amount billed before retainage on the billing summary report.

There is currently no way to review which team members/users are assigned to individual projects without drilling into each and every project. In addition, there is no way to see what projects a specific team member is assigned to. Both would be v...

Please move the chat icon up to the top by the comments icon in the top right corner. The chat icon in the bottom right corner covers information that we need to see on multiple pages.

I would like to export my vendor list with addresses, phone numbers, contacts, and contact emails.

As a GC, we sometimes pay a particular subcontractor before we are funded by the owner. This can be misleading to other subcontractors who are pending payment.

Subcontractors should be able to edit and revise their pay apps for the month up until the end of day on the due date-

See the attached ticket for an example. Users have too much freedom to do anything in the platform and it's causing issues and confusion. I need the option to be able to "lock down" some users to only perform certain functions. Thank you!

In the instance where a PM or other payment approver is out for whatever reason, and an invoice needs to be paid, It would be nice to have an option to override a payment approver like there is to override an invoice approver.