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Compliance requirements being tied to SOVs and balance to finish

Example: closeout documents need to be triggered when the subcontractor bills for retainage.
John Woodis 8 months ago in Compliance 1

Subcontractors Opt Out Of Billing For A Period

There needs to be an option for the subcontractor to decline billing for the month.
Guest 6 months ago in Subcontractor Billing 3

Subcontractor Invitation Status Report

There is currently no way to review the invitation status of our Subcontractors without drilling into each and every project. This makes it difficult to see which Subcontractors have not yet been invited and which have not yet completed acceptance...
Scot Strickland 7 months ago in Reports / Vendor Management 0

Show contractor name along with project name

I bill projects by contractor, when I see a list of 20 projects, I want to know which projects are with a particular contractor.
Guest 29 days ago in Other 0

Default Company Billing Requirement Template

The billing requirements are the same on every job. It is time consuming to have to go add these each time we add a job and if they accidentally don't get added it causes issues when we try to look at an invoice after they submit. It would just be...
Robin Fisher 7 months ago in Project Setup 2

Reporting Stored Materials per AIA Rules

When a subcontractor bills for stored materials on pay app#1, currently when pay app#2 is generated, stored materials are moved to previously drawn. However, there are instances when stored materials need to stay in the stored materials column unt...
Jessica Grigsby 6 months ago in Subcontractor Billing 1

Add Description field for Uncontrolled Billing Requirements

The current automatic naming for uploaded Uncontrolled Billing Requirement documents does not allow for any way for Subcontractors to include their file name or document description which makes more challenging to know what documents have been sub...
Scot Strickland 7 months ago in Subcontractor Billing 1

Allow change order SOV edits

Allow change orders to be further broken out in the SOV by the subcontractor just like the original contract
Christi Johns 6 months ago in Change Orders 0

Lower Tier - Report

Customer would like a report that displays what subcontractors across all projects do and/or do not have lower tiers reported.
Molly Dickerson 8 months ago in Reports 2

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 2 months ago in Subcontractor Billing 0