Would love to see the ease of accessibility to Trimble Pay through a mobile app. Request info: Company - Malitz Construction, Inc. Customer Contacts: Ryan Malitz ryan@malitzconstructioninc.com Robin Fisher robin@malitzconstructioninc.com Jessalyn ...
Molly Dickerson
almost 2 years ago
in Other
2
Will not implement
We are being told that a sub cannot bill progress and retention at the same time. The work around is we, the GC, has to click on complete contract. A sub should be allowed to bill both. If the GC does not want them to, they can reject the billing.
Don't wait to populate a billing period on Payments until at least one sub billing is fully approved
Currently, a job and billing period will not populate in payments until at least one subs billing in that same period is fully approved. Change this to pop up as soon as the billing period opens or something less stringent
Need separate Member choice and notifications just for Compliance Managers
There should be a member position for Compliance Managers that receive email notifications when subs upload compliance documents that need to be reviewed and approved. The only option for our Compliance Manager currently is to receive all project ...
Remember my choice when I sort projects by project number on the Dashboard, so that I do not have to re-sort the projects every time I go to the Dashboard
Unconditional Waiver notification should only be sent to the project members, not all company accountants.
Currently, all team members under the "company accountant" role receive the "Official unconditional is available" email notification. This is unnecessary since not all accountants are involved in all projects. The project team members who are assi...
Arrow down to next line item and/or improve lag time between entries
When billing as a subcontractor there is a long lag time from when I enter a percentage to to when the amount populates. I will click down into the next line item and it won't enter because it is still populating the previous line item. Additional...
We would like Trimble Pay to generate lower tier lien waivers for our team & and our subcontractors that could be sent to their lower subcontractors and suppliers for signature to reduce the likelihood of an error being made when filling out a...