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Ideas for New or Improved Features

← Customer Feedback for PreconSuite

Welcome to our feedback forum that let’s you submit improvement ideas and vote on which items are the most important to you. Each of your company users has 10 votes, and you can apply up to 3 votes for one item per user (you can change votes later, and you get your vote back when we complete an item). We use the votes to help us decide which items to work on next, so start voting!

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289 results found

  1. want to attach an outlook calendar meeting based on title and due date

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  2. Remove pipeline logo from login screen

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  3. Embed the Logo in Emails so it always shows up for subs

    Embed the Logo in emails so it does not come across on the browsers as an Optional View that they have to enable to view.

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    under review  ·  0 comments  ·  Admin →
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  4. Customize Invitation Layout

    Allow me to customize where everything goes on Bid Invitations and Notices. Would like to be able to tweak layout and info. A Design your own page so to speak.

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  5. Make Button colors changeable in Subcontractor Portal

    Let us pick the button design and colors so they are more in keeping with our website and design. I understand your coloring, but would like a more professional appearance if possible

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  6. Project Field

    Need additional features for input, like Architect, Owner, Owner's Rep that does not show up to the subs but for internal purposes only. Also on the projects module, would be nice if we could print a report that shows what ever info about the job we want - a master list however we want to sort / show so to speak.

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  7. Put a shortcut in the pencil items to the coverage report

    We use that regularly to see how the project is looking and it's cumbersome to get to otherwise

    1 vote
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  8. Add a phone number field under Contact Info for a direct number

    I'm finding more contacts have a direct dial number in addition to a cell number, and I don't want to lose track of the main office number that I prefer to enter in case we need to contact someone else in the company, i.e., the main contact has left the company or is on vacation. The same would hold true for the additional contact screen info.

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  9. Contacts

    It would be very helpful if you added a column in this window that showed the title, i.e., Owner, Estimator, Acctg., to make it easier to determine which person(s) to send notices.

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  10. integrate with FullContact

    Full Contact is a cloud base program that you can take from your pc to your tablet or to your cell. It is a wonderful app to call your subs. You also have a tab option to list either csi codes or just a name of a trade. It would be WONDERFUL if these two programs could work together so if someone needs to call you they would be programmed already, or if you need to contact them just to shoot a email there info are at your fingertips...

    1 vote
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  11. Projects by Estimator

    It would be nice to have a way to pull up only the projects that I'm involved with rather than having to Ctrl+F to find my projects. If we had a 'My Projects' tab under projects that would be nice rather than having to shuffle through all of the other estimators/PM's projects. It would also be nice if that tab, once pulled up, gave the last updated date/time as well.

    1 vote
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  12. add other contacts to search

    Please add the "other contacts" name and email to the Keyword Search.
    Thanks,
    Crystal

    1 vote
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  13. Flag a note

    as a follow up to the notes section, is it possible to flag a note?

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  14. Project Info Screen

    In addition to "Scope, Plans, and Other Info" fields for input, please add the following fields: "RFI's Due Date" and "Bid Due Date".

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  15. Project Info Screen - Amended Requet

    Amended from previous suggestion:

    Please add the following to this screen:

    RFI's Due Date:
    PreBid Meeting Date:

    1 vote
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  16. Format Prequal Forms

    1) On my form and system, if you hit the return button it immediately thinks the form is completed, and sends it. A form should not be sent until the applicant reaches the bottom and clicks on the submit button.

    2) for field like phone number or email, applicants should be forced into a standard system to ensure quality assurance of data. For example, I can incorrectly enter my phone number as 703-823-22322 or 72335585 (that's one digit short) and it will accept.

    3) forced formatting applies to other fields as well. If we are asking for a dollar figure,…

    1 vote
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  17. Contacts

    My last rant o the day...
    We are in a congested tristate area. Firms and individuals may have phone numbers with multiple area codes. In company contacts, the area code is listed for the primary; I guess it is assumed that fax and cell numbers will have the same area code. I know of companies with an 800-xxxx-xxxx main number, a 703-xxx-xxxx fax number and individuals with 240-xxx-xxxx cell numbers, all valid and local.

    For basic functionality, all phone numbers MUST show all 10 digits.

    1 vote
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  18. Send Prequal from Bidders List (click on company and send from Popup)

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    planned  ·  0 comments  ·  Admin →
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  19. Indicator in the Prequal area when hard copies were provided instead

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  20. be able to generate a report showing all csi codes per sub, shading every other line

    be able to generate a report showing all csi codes per sub, shading every other line for easy reading

    All CSI Codes listed that are tagged for this company
    Company Name Contact Phone Cell Email

    1 vote
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