All ideas

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?

Right now, I’m going through and leaving individual comments for each one, but I feel like there should be a better way. We are essentially still having to chase these. I saw in an old payment training video in the help center that it would alert ...

It would be helpful to also include the total amount billed before retainage on the billing summary report.

Many businesses that don't provide work mobile phone numbers to their entire team need an alternative to SMS authentication. The unavailability of the option to authenticate via a common authenticator app (Google, Microsoft, Duo, etc.) is a signif...

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 ...

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...

The ability to unapprove a pay application should be limited to only one role of Admin or Curator. An approver should never have the ability to unapprove a pay application after has been approved, as the cost has likely already hit the job. This c...

The ability to archive contracts that are not being handled in Trimble but are automatically imported from the ERP.

We would like to be able to attach a document to a change order. This allows GC and sub to see the details of the revised scope, or show the subcontractor the details of a backcharge.

The current process requires 4 steps to release retainage for each subcontractor. 1) Select job, 2) Select vendor, 3) Select Retainage, 4) Select Release retainage... Then repeate... When we have a large job with a ton of vendors, this process tak...