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Allow Multiple Accounts per User Email

We have multiple divisions and Joint Ventures that are managed by our Accounting Team - which all use the same email address. Having to create a separate email address for each division to manage the financials is a hassle. Please create a way to ...
Guest 9 months ago in User Roles & Permissions 1

Identification of Vendor Roles

It would be good when we see the Vendor Membors within a company if it would identify the roles of each member. This is helpful as we would know which member to reach out to when we need assistance. For example, only the Admin of the Vendor member...
Guest 11 months ago in Vendor Management 0

Administrative Control over Member Assignments

We have different approvers on our jobs. Unfortunately, anyone can alter the assigned approvers. It would be beneficial to have an admin control that locked this in place where only a select few had the capability of changing. We have had problems...
Guest 7 months ago in User Roles & Permissions 0

Admin reports are needed for managing users.

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...
Scot Strickland over 1 year ago in Reports 0

Report showing how many job a sub is on and current % complete

This would allow us to see how many jobs a current sub is on to determine if they can handle another job and to see how fairly jobs are spread amongst subcontractors
Guest 9 months ago in Reports 1

Chat Icon

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.
Guest over 1 year ago in Other 0

Export Vendor List

I would like to export my vendor list with addresses, phone numbers, contacts, and contact emails.
Guest over 1 year ago in Other 0

Billed Amount before retainage on Monthly Billing Summary

It would be helpful to also include the total amount billed before retainage on the billing summary report.
Becky Cannon 12 months ago in Reports 0

Ability to stop subs from submitting more than one billing in a month

We had an issue where a sub had submitted an invoice early in the month and later in the month submitted an additional billing. We only accept one invoice per month per sub. Support suggested putting in an enhancement request to allow the option t...
Guest 2 months ago in Subcontractor Billing 1

Allow line items numbers to display on change orders

When building the SOV, all the original items have a line item number, which we can use as reference, but all change orders just display 'CO', regardless of how many change orders or change order line items their are. Additionally, when change ord...
Scottie Branson 5 months ago in Change Orders 0