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...
Ability for subs to electronically sign compliance docs
It would be helpful if subs could electronically sign compliance documents. For example, the ability to electronically sign a subcontract agreement in Trimble Pay. (Similar to how they can sign the billing requirements).
We have multiple divisions and Joint Ventures that are managed by our Accounting Team - which all use the same email address. Having to create a separate email address for each division to manage the financials is a hassle. Please create a way to ...
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
Need to have the ability to sync and integrate POs from Vista into Trimble Pay. We have Procore project management and with the limitation of one integration into a project we need to have this be Vista in order to allow automated syncing and curr...
We would like give access to higher-level management to view projects and run reports, but not have the ability to credit projects or edit information. Something similar to 'read-only' access.
It is horrendously time consuming to change the approver sequence and approver members for all projects one by one when trying to implement a revised invoice review workflow. Please implement member configuration templates that can be set up in Co...