All ideas

Customer would like to see compliance docs that need review in the task list - or at least somewhere in the app. Emails are noisy and easily lost and when you have a lot of projects, manually checking each one is too cumbersome.

Currently our only option to verify changes to custom controlled Documents is to ask a Vendor to generate an invoice and send us a copy. It would be most helpful if GCs had the ability to preview controlled documents, to ensure the document is wha...

Currently the Compiled Documents report nicely compiles all sub waivers, but misses all lower tier waivers from that same billing period. This causes the additional step of having to go in and out of each vendor file to find the lower tier waivers...

If an error is made on the approvers end, there's no way to revert the status back to pending from approved without a re-upload from the subcontractor. This wastes time and effort on the subs end when a simple revert of the status back to pending ...

The SOV line item descriptions can be long and rather than wrapping the text, it just gets cut off and when reviewing pay apps it makes it difficult as in both Trimble Pay and when printing and providing to the property/project owners. If the text...

You won't be reminded over and over to bill when you don't have anything to bill that cycle.

Certified payroll for example needs to be collected with each invoice, but it's cumbersome for users to create the same requirment each period.

On first level approvers, require all subcontractor uploaded documents to be opened, reviewed and approved before allowing the approval of the invoice. The next reviewer(s) can be assured that the documents have been reviewed for compliance before...

My subs question regularly how to add a line when setting up the SOV. Tabbing is more convenient, but a lot of people do not understand this without a clear button to press. Any way to have both?

There needs to be an option for the subcontractor to decline billing for the month.