Ideas for New or Improved Features
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!
289 results found
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DO NOT USE List
If for any reason, we determine that we no longer want to use a particular subcontractor, instead of deleting them from companies, it would be good if they could be checked as "Do Not Use" and they are disabled from receiving invitations to be until that status changes.
This would have some key benefits.
If the subcontractor has a temporary situation making them unqualified, they can be placed on this list until the situation is corrected.
If the status is permanent, they remain on the list, and if someone in the future unaware of the status tries to add them,…
1 vote -
Allow a User Preference setting for "Resend Invites to Unconfirmed" on every project.
So that user doesn't have to go to Project Settings and turn it on for every single project (just like the user setting for Bid Reminders).
1 vote -
Maintain companies
We need a feature that annually/regularly contacts companies to see if their email is still used and requests they update their information.
1 vote -
Project specific filtering in 'View Bidders' in new UI
In new UI, Project, View Bidders, right now- it gives you a list of all trades in grid format, click on the trade and it shows you who has been invited to that trade with the info, etc. That works great, my suggestion is to make it filter out the trades not associated for that particular project. If there is a trade no one is invited on, don't show it on the page. For people like us that have many trades listed in pipeline, it would make it much quicker to go through the applicable trades to see who is…
1 vote -
Missing Bidders by Group filter in new UI
In the old UI you can go to: Project Options - Bidder List - Bidders by Group - and select what group to display in an alphanumeric list. New UI is missing the 'By Group' option. Please add.
1 vote -
Contact Sending Preference Default
When selecting a specific contact for a project, the pop up screen defaults to "Apply this setting to everything from now on". W feel like the default should be, the less destructive "Apply this setting only to this project". We have had users hastily click OK inadvertently making a global change.
1 vote -
Company notes should be editable and deletable
In the old UI, company notes were not editable but the were delete-able, in the new UI these notes should be treated the same way as the notes are in individual projects, making them both editable and delete-able, in case there are changes or an error is made.
1 vote -
Add bids won % at the top of Bidder Cards
Currently there does not appear to be a way to track the bids awarded versus the number of bids turned in per subcontractor. It would be nice to see this stat at the top with the other bid stats per subcontractor.
1 vote -
Bids Turned in vs Total Bids
Add the total number of bids and the % of bids turned in versus the number of invited subcontractor. It would be good to have this at the top of the "View Bidders" screen.
1 vote -
Notice with link to docs
When sending Notice, it would be help to be able to add link for all project documents (plans, drawings, addendum, etc). Sometimes need to send with all project information, but not an invitation to bid.
1 vote -
In the projects calendar page..
Please include an agenda view
Nov 1 - Project1
Nov 5 - Project 2
Nove 23 - Project 31 vote -
Show address of project on Faxed Invitation
Email already shows job address, but would be nice if the faxed invitation did also.
0 votes -
When Deleting a Project, ask user if they would like to Export Bidders List.
Since deleting a project is final, ask user if they would like to Export the bidders list so that at least they have a record of who was invited, etc.
0 votes -
0 votes
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Add a Report for Missing Group
Under Contacts>Reports, add a Missing Group report. Allow us to select from any of our Groups and display contacts that are not in that Group.
0 votes -
show a column on the Select Trades screen with the number of contractors in the database within that trade
I'd like to see a column on the trade selection screen showing the number of total contacts in the database for that trade.
0 votes -
extra digit
my cell will, but the phone system does not auto correct if I leave out the extra 1 (if required), but your system will not let me add it in so I'm frustrated when I call and get that stupid answer service
0 votes -
Send fax invites/notices if email fails to go through.
Allow all invites/notices to send as emails first and if the email doesn't go through, a backup fax will be sent. We have a lot of subs/suppliers constantly changing emails without notice which means we have a lot of invites/notices not going through.
0 votes -
Contractors Bidding on multiple disciplines
There are a lot of our sub-trades that bid on multiple divisions or sections of a tender, it would be nice to see what other sections they are bidding on in the same tab.
0 votes -
Time and Date Note
When you leave a note under a contractor, it provides the date, it would be also nice if it provided the time as well?
0 votes
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