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    Showing 181 of 181

    New Project Member Role for Read Only Access

    We would like give access to higher-level management to view projects and run reports, but not have the ability to credit projects or edit information. Something similar to 'read-only' access.
    Chad Warfel 12 months ago in User Roles & Permissions 0

    Have a button for a subcontractor to request the contractor to archive old projects!

    Our Active projects list is getting huge because contractors haven't archived projects that have been over for years. PLEASE put a request button to click to send an email to request the contractor archive the old project, so it will come off our ...
    Wendy Dyer 6 months ago in Email Notifications 0

    Subcontract Change Order Numbers

    Is there a way for the change order number that we assign in ViewPoint/Spectrum to be transferred to TrimblePay. Instead of just seeing a Blue CO in the column.
    Guest 6 months ago in Change Orders 0

    More Options for Retainage Release

    I would like to be able to release retainage based on how much was retained per month. Sometimes a sub will bill through August, but we have only been owner funded through June. I would like to be able to release retainage through June instead of ...
    Guest over 1 year ago in Other 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 9 months 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 10 months ago in Email Notifications 0

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

    No description provided
    Guest 10 months 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 10 months 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 10 months ago in Subcontractor Billing 0

    Variable Retainage Amounts

    Currently Trimble does not have the ability to generate a G703 with the retainage amounts specified in the system. If you have a subcontractor that has 0% retainage on materials and 10% retainage for labor the amount on the G703 is pulled from the...
    Guest about 1 year ago in Subcontractor Billing 0