Ideas

Under Payments and Waivers >Invoices it would be great if you could filter by locked unconditionals. We have some vendors that get behind and need reminders to log in and verify payments. It would be helpful to filter by locked/unlocked status....

We would like to give access to a few employees to only be able to view, and not have the capability to approved anything such as COI's in compliance. Once a member is added under company settings, regardless of not selecting any boxes, they are s...

Lien waiver "signatures" are auto-generated, filling the name attached to the login. This creates several invalid waivers when: The member name is incomplete or incorrect (no last name or an email for a last name)_ vendors share login credentials ...

Subcontractor billing section. There are multiple areas to upload a document and it is easy to grab the wrong file when you have to open and select. It would be much easier to drag and drop upload documents

Trimble should show what member marked a compliance as approved for tracking purposes.

The current automatic naming for uploaded Uncontrolled Billing Requirement documents does not allow for any way for Subcontractors to include their file name or document description which makes more challenging to know what documents have been sub...

Similar to the compliance column, it seems like this information would be valueable as well.

Currently, the integration with CMiC does not support the export of retainage billings. CMiC has provided the Body Parameter called ScschCurrHldbkAmt that should work for this application.

GCs should be able to have the ability to block or turn off the option for subs to enter their SOV in a project. Typically we need owners to review sub's SOVs prior to us entering them in. However, subs are going into projects and entering their S...

This would address the problem that there is no way to set up a billing requirement that is applicable to every single billing except for the first one. This would also help us use the 'Require' setting more often and more effectively. It is very ...