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Update: This Suggestion Box has been migrated to The Network, Trimble's online user community and is now read-only. Please click the link to add a new idea, vote, or comment.
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Display change order post date on the change order

Display change order post date or import date on the change order in Trimble.
Becky Cannon about 2 years ago in Change Orders 0

Automate Retainage release

The current process requires 4 steps to release retainage for each subcontractor. 1) Select job, 2) Select vendor, 3) Select Retainage, 4) Select Release retainage... Then repeate... When we have a large job with a ton of vendors, this process tak...
Guest over 1 year ago in Other 0

Update Retainage Release notification

When Retainage is released, Triemble Pay automatically emails the subcontractor and states "Retainage has been released, please log in to submit your payment". This waste everyones time as the sub then logs onto Triemble Pay only to find out they ...
Guest over 1 year ago in Email Notifications 1

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 over 1 year ago in User Roles & Permissions 0

Auto Generated Email Language for Invoices processing for Payment

The General contractor should be able to modify the wording of the email notification so that it is applicable for our policies and timeline to align with our subcontracts. The internal timeline of closing out the accounting month and issuing paym...
Guest over 1 year ago in Email Notifications 0

Only ask for contract date on the first invoice. autofill after the first invoice.

No description provided
Guest over 1 year ago in Compliance 0

Task List for subcontractors

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...
Guest over 1 year ago in Other 0

Ability to hide completed SOV lines

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 ...
Scottie Branson over 1 year ago in Subcontractor Billing 0

Internal Notes for Each Contract

It would be nice to be able to maintain internal notes for each contract so that when multiple reviewers are involved, they can communicate to each other why an invoice hasn't been approved yet and keep tabs on updates.
Angela A almost 2 years ago in Subcontractor Billing 1

Move invoices to a different billing period

It would be helpful to be able to move a billing period to a different period. When reopening the billing period recently the wrong period was selected, and several subcontractors were assigned to a previous period than the one that had just closed.
Guest almost 2 years ago in Billing Periods 0