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Add Description field for uploaded compliance documents.

The current automatic naming for uploaded Compliance documents does not allow for any way for Subcontractors to include their file name or document description which makes more challenging to review compliance at a high level.
Scot Strickland 10 months ago in Compliance 2

You need to create a way to merge duplicate vendors. The vendor data bases are becoming a mess

We keep getting duplicate vendors in our vendor database, but you can't do anything to clean it up because both duplicates are usually already assigned to at least one job, thus preventing us from deleting them. You guys really need to make a way ...
Guest 4 months ago in Vendor Management 0

Lower tier waiver status to be shown on the payments dashboard

Similar to the compliance column, it seems like this information would be valueable as well.
John Woodis 11 months ago in Payments 0

Enable a billing requirement to be waived for one contract for the current invoice only

This would address the problem that there is no way to set up a billing requirement that is applicable to every single billing except for the first one. This would also help us use the 'Require' setting more often and more effectively. It is very ...
Angela A 10 months ago in Subcontractor Billing 0

Vendor Project List

Within a vendors profile in Trimble Pay, I’d like to have a tab that displays a list of all the jobs associated with that vendor. This view should include the job name, job number, contract name, contract number, and indicate whether the job is ac...
Guest about 2 months ago in Vendor Management 0

Remove Owner funded check box

As a GC, we sometimes pay a particular subcontractor before we are funded by the owner. This can be misleading to other subcontractors who are pending payment.
Guest 4 months ago in Payments 0

Subcontracts marked "Contract Complete"

11:49:54) Shella: Thank you. (11:50:54) Shella: Can I ask another question? (11:51:49) Emily Gutoski: I spoke to our team and it looks like the ERP# is from your integration so we can identify issues a little easier. (11:52:00) Emily Gutoski: Yes!...
Guest 30 days ago in Email Notifications 1

Customer built documents

Customers would have the ability to build custom document templates when they have new projects
Jonah Walton 11 months ago in Other 0

Increase Timeout Period Upon Sign-in

Is there a way to extend the timeout period on the sign-in? I feel like I have to log in 100 times a day.
Guest 10 months ago in Other 2 Will not implement

Identification of Vendor Roles

It would be good when we see the Vendor Membors within a company if it would identify the roles of each member. This is helpful as we would know which member to reach out to when we need assistance. For example, only the Admin of the Vendor member...
Guest 5 months ago in Vendor Management 0