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!
175 results found
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Allow leading zeros for subdivisions of 6 digit csi codes
This would allow trades such as maintenance.
23 votesIf you are using 6 digit trade codes, you can now use zero as the third digit.
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22 votes
You can now delete multiple files at once in your pipelineOPR screen. Check individual boxes to delete a few files or check the box in the column heading “Delete” to delete all files within a project.
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When creating new sub, show similar company names to prevent creating a duplicate company/contact.
When creating a new sub company (Contacts > Add Contact), show similar companies already entered to help prevent adding a duplicate contact.
22 votesThis has been added. After entering a Company name and tabbing to the next field, the system will alert you to any existing records with the same company name in it. You can then quick-view the company to see if it’s the same one you wanted to add. You also have the option to Copy Company in case you want to add another contact for the same company. Also, within a contact’s record, there is a new Copy Company button.
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Delete an Addendum
Have the ability to check a box and delete an Addendum. Have multi level confirmation before you delete it. This should certainly be available for Unsent Adendums. Sent Adendums should remain part of the job record.
22 votesYou can now delete an Addendum that hasn’t been sent. There are two places you can delete: 1) On your list of Addenda (via the Addenda tab). 2) Project Options> View/Send Add.
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Customized Field Headings - Bidders List Report
Allow user to select which data fields to show on the Bidders List report (such as Phone, Fax, email, etc.)
21 votesNew System Preference that allows your company to select which columns of data to show on your Bidders List screen and on your printed Bidders Lists. It is an Admin-only function accessible via Admin>System Preferences>Bidders List Preferences.
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Under subcontractors provide a rating / grading system, or expand the Notes section.
Two possible ideas: 1) Allow user to assign a grade in a Sub's contact record (A through F), and then have a User Preference to Show or Not Show the Grade in a column when selecting bidders.
2) Allow user to grade each sub after each project. In a sub's contact record, add "Grade" as a column in his Projects tab, and show an Average Grade in his record and also on the Select Bidders screen as in option #1 above.21 votesThis is done, you can now rate subs in their record, or on the Select Bidders by Trade-Individually screen (in your User Preferences, change to “Show”). I will soon be added to the Bidders List as an optional column (Admin> System Preferences> Bidder List Preferences)
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21 votes
Some improvements were made in an effort to get more subs to respond. First, the Response Link and the sentence in front of it are now in bold font.
Second, the Response Link was added to all Addenda, reminding the sub of their response status. For those that haven’t responded, the sentence reads in bold: “You have not responded to let us know if you are bidding or not. Please use the Response Link to let us know.”For those that have responded “Yes”, it reads: "You responded “YES” that you will be bidding.
If you have changed your mind, please let us know via the link below:
>>> EDIT RESPONSE <<<".For those that responded “No”, the new sentence reads: "You have responded “NO”, that you will not be bidding. We are sending you this notice in case any new information might change your mind.
If so,… -
Add "Received-yes" as a filter for notices
We like to send out a notice after we receive the bid results for a job to let the subcontractors know whether or not we have been awarded a project. I would like to be able to select just those subcontractors who submitted a bid for the project, but that is currently not an option for sending out notices. Would you consider adding "Received - yes" as a filter for sending out notices?
21 votesYou can now Send a Notice to “Bid Rcvd-Yes”.
Thanks for all your feedback and votes, and thanks for JL Moore for submitting the idea!
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21 votes
You can now see an updated list of how many bidders you have in each trade by going to Project Options>Bidder Lists>Coverage Report.
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Popup Message to Subs Trying to Leave Portal Without Responding
In an effort to get subs to respond whether or not they are bidding, show a popup window asking them to respond before they leave the sub portal.
20 votesThis has been added. When a subcontractor tries to Log Out, or if they try to go to Other Projects, there is a popup screen that asks them to Respond if they are bidding or not.
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Allow subs to upload their bid. Make it downloadable from Bidders List.
Create a System Preference that would allow my subs to upload their bid. Make it downloadable from the Bidders List.
19 votesYou have the option to allow your subs to upload bids back to you. They would show up as an icon that you can click and view/download from your Bid List. In addition, they will be stored in the sub’s record under their Files tab. Your Administrator can activate this feature in Admin> System Preferences> Bidder List Preferences, Bid Upload.
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Create a PipelineSuite Mobile Ap
Ceate an app that allows me to use this on my mobile devices. I would like to be able to reference which subs have confirmed or add/delete subs from a project while away from my desk, as well as look up sub contact information.
19 votesThis is completed in its first phase, pulling up your subs and calling them or emailing from quickly from your phone. Next steps are to launch on Android, and then add whatever features our users would like next!
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Option to show a contact's notes on select bidders screen
Create an admin user preference to include a contractor/contact's notes (maybe the first several words or 30 characters) such as "Does not do T.I. work" etc. so that when selecting, you remember when not to select them. Just like the new user preference to include or exclude phone number.
18 votesNew setting allows users to show contact notes on the Select Bidders screen. To activate this setting, go to Admin>My Record>User Preferences, and change the “Contact Notes” selection from “Hide” to “Show”.
Also new…Users can now hide City, State, or the Groups column on the select bidders screen.
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17 votes
There is now a spell check feature on the Scope/Plans/Other Info text boxes for Firefox and Chrome browsers. You will notice a squiggly red line under misspelled words. Unfortunately the spell check does not work in Microsoft Internet Explorer at this time, but we wanted to at least add the feature to the other available browsers for our users. If you have not tried Mozilla Firefox or Google Chrome browsers, we highly recommend them. Most users claim that they are faster and less problematic than Microsoft Internet Explorer. You can download either browser for free at firefox.com or chrome.com .
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New Idea: Color coding for easy viewing on each project
On the Calendar page, it would be good if we can color code the projects for each day or choose a different color per Estimator who is working on that particular project.
Ex: if we have 3-4 projects due the same day, and it’s color coded, then we can find it easily. Rather than all jobs colored in Blue on the Main Board. Thanks17 votesThis feature has been added! You can now color code projects on your calendar for each of your users. Go to Admin> List Users, open a user then click User Preferences to edit colors.
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Coverage Report - Click to Expand Trade to see the Yes/No/Unc subs
In the Coverage Report -click directly on each trade to view the YES / NO / UNCONFIRMED bidders in each trade.
17 votesNew links added to Coverage Report, “Select” launches the Select Bidders screen for a trade you are lacking coverage. “View” launches another window showing the companies for that trade, and who said Yes/No/Unconfirmed.
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Print a global list of all contacts in an individual CSI Trade, not the entire division.
Currently we can print a global list of all contacts in a Division, but not not for an individual section/trade. We can do it for a Project, but not a global list of everyone in our database for one CSI Trade. We should be able to print all contacts in our database that are in one specific trade just like we can on a project.
16 votes -
two word search
have the option to search for two words i.e. Ford & Ontario or Ford & Truck
16 votesYou can now search multiple words when searching for a company or project
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Add a Sub-contractor Pre-qualification automated function
Be able to create a Prequalification form, including entering our own custom questions. Subs that get it via email complete the form online, and saves a copy in their record under their Files tab. The form can also be modified and copied to the GC's website for new subs to sign up, including selecting their trades and Groups. Upon signing up, the GC is sent an email alert to "Accept", which will automatically add them to the database.
15 votesThis function is now accessible live in your new menu option called PreQual.
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Add a "Bids are due by" line to the main heading of the EMAILED Bid Invitations
Currently, only the Faxed bid invitations have this line in the main heading. With emailed bid invitations, the main heading only contains the job name and location. You have to scroll down to find the "Bid Due" date in small print. This information is critical and should be front and center of the invitation.
15 votesThis has been added. Thanks for spending a minute adding this idea or voting for it. Make sure to use your votes toward another idea to help us prioritize what to improve next!
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