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...
See the attached ticket for an example. Users have too much freedom to do anything in the platform and it's causing issues and confusion. I need the option to be able to "lock down" some users to only perform certain functions. Thank you!
We would like a task list view dedicated to reviewing lower tier lien waivers. We would like for their to be a company level permission "lower tier officer admin" which can view all lower tier lien waivers across all jobs and a project level permi...
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...
Lien waiver signatures need to be manual with audit trails
Lien waiver "signatures" are auto-generated, filling the name attached to the login. This creates several invalid waivers when: The member name is incomplete or incorrect (no last name or an email for a last name)_ vendors share login credentials ...
I would like to be able to click into a project, click compliance, then see at a glance which vendors are completely in compliance. As it is I have to first sort by vendor, then check each individual line to verify. Visually its very clunky.
Report showing verified payments and unverified payments
Easily pull a report that can show what subcontractors are verifying their payments and those who are not, including percentage of verified payments as a whole
Report showing how many job a sub is on and current % complete
This would allow us to see how many jobs a current sub is on to determine if they can handle another job and to see how fairly jobs are spread amongst subcontractors
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