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Invitation Report

A report that would show you which vendors have not received invitations to each project. At this time, you have to go into each one to check which ones are not invited.
Guest 5 days ago in Reports 0

Compliance Document Download

Would be a great benefit if we could download all the compliance documents by type, specifically the COIs, for all vendors all projects at once so when we have to provide them to third parties (insurance audits) we can quickly and easily get all o...
Guest 28 days ago in Reports 0

Pull Lower Tier Waivers into Compile Documents Report

Currently the Compiled Documents report nicely compiles all sub waivers, but misses all lower tier waivers from that same billing period. This causes the additional step of having to go in and out of each vendor file to find the lower tier waivers...
Natalie Dienethal 7 months ago in Reports 0

fix excel export for Monthly billing summary

the excel download for the Monthly billing summary includes a dollar sign that downloads as a text with a dollar sign instead of a currency. Please remove the dollar sign so that the export comes in as a number
Guest 12 days ago in Reports 0

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
Guest 3 months ago in Reports 0

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
Guest 3 months ago in Reports 1

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 9 months ago in Reports / Vendor Management 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 11 months ago in Reports 2

Billed Amount before retainage on Monthly Billing Summary

It would be helpful to also include the total amount billed before retainage on the billing summary report.
Becky Cannon 5 months ago in Reports 0

Admin reports are needed for managing users.

There is currently no way to review which team members/users are assigned to individual projects without drilling into each and every project. In addition, there is no way to see what projects a specific team member is assigned to. Both would be v...
Scot Strickland 9 months ago in Reports 0