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Change View Sample to View Document

As a general contractor, we keep track of all of our compliance requirements within TrimblePay. One question I ALWAYS receive from subcontractors when I upload a compliance document is "where do I find the contract?" I tell them to click on "view ...
Guest 3 months ago in Compliance 0

Create an uncontrolled requirement at certain time periods during project

We would like to start collecting closeout documents at 50% completion and again before retainage is approved.
Guest 11 months ago in Compliance 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

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

Lower Tier Lien Waiver Task List

We would like a task list view dedicated to reviewing lower tier lien waivers. We would like for their to be a company level permission "lower tier officer admin" which can view all lower tier lien waivers across all jobs and a project level permi...
Becky Cannon 11 months ago in Lower Tier Tracking 1

Stored Materials

We’ve observed that Stored Materials, while used more frequently by subcontractors than initially expected, can easily be overlooked during client billing. To address this please consider the following enhancement request: Billing Cycle Integra...
Guest 3 months ago in Billing Periods 1

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 about 1 year ago in Reports 0

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 12 months ago in User Roles & Permissions 1

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 12 months ago in Reports 1