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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Optional Subcontractor Terms of Use Agreement for Subs logging into Plan Room
Allow Admin to show our customized "Terms of Use" that they must agree to before logging into the Plan Room. Allow Admin user to turn this function on or off.
6 votesYou now have the option of creating your own “Terms of Use Agreement” that your subcontractors must read and accept before they can log into your pipelineOPR online plan room. It is under Admin>System Preferences>User Defined Fields. Just change from “Disabled” to “Enabled”, paste in your Terms, and click “Update Terms”.
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embed Plans section in portal if OPR not used
If no plans uploaded, insert the verbiage from the "Plans" text box from the project so that subs can see the link to download plans elsewhere, eliminating the calls "it says no plans, where are the plans".
6 votes -
Allow for editing of notices
Once saved from the first page, you cannot edit a notice.
6 votesYou can edit a notice once it’s created by clicking on the Notices tab, then click on the Notice title to edit and update.
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Have the ability to modify text in an addendum like you can on summary page
Be able to modifty the text (i.e., size, color) on addenda like you can on the summary page for scope, plans, other.
5 votesThere is now an upgraded font editor on the project invitation screen, and we added it to the Addendum screen as well.
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5 votes
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Add a function where you can delete Prequalification forms that come in that were submitted before being completed.
I have 2 Prequalification Forms sitting in my "Declined" box that should be deleted. This can get confusing for the individuals who are deciding which subcontractors to use.
5 votes -
Custom Setup of Default for Fax or Email as Preference in Communications
Currently when setting up a new company the default setting shows that both email and fax boxes are checked as the preferred means of contact. We need to be able to set "our preferred" means of communications without having to remember to uncheck a box.
5 votesThis is done! When you add a new company, only “Send Email” is pre-checked.
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View and/or Export Personalized Invitation for Specific Sub
I frequently hear from subs that do not receive an Invite despite having the correct email address and trying to re-send over and over (and Pipeline saying it was delivered successfully). It's likely a server issue or going to their junk mail. Still, it would be nice to be able to view their individual Invitation (maybe convert it to PDF) then email it to them directly. Direct emails from me to them have no issue, but from my address through Pipeline there are frequent issues.
5 votesThis feature idea has been completed (in January 2018, so its status should have been changed to “completed”).
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add a bid walk date and time
or add several due dates that you can title yourself
5 votesThis is now done! Activate the “Site Meeting” Date to show on your project info screen at:
Admin> My Record> User Preferences, scroll down and change “Site Meeting Date” to “Show”. -
Add more options to Invite within a certain zip code radius from job site zip code.
We would like more options between 100 miles and 200 miles, such as in 25 mile increments. 125 miles is approximately 2 hours from jobsite, but 200 miles is too far away for many subs.
5 votesThis has been added!
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add the master bidders list to the pencil
fast way to the list of subs i requested bids from
5 votesYou can now do this in our new User Interface! The program will remember the last Bidders List (ie. Master Bid List) so that when you go to the new Project Options for Last Project (gears icon in the left side menu) then View Bidders, you’ll see your last-used Bidders List.
To access the new User Interface, login at https://app.pipelinesuite.com/login
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Spread out the Project ID, Password & Code on the Faxes
On faxes (of any sort, ITBs, Addenda), spread out the Project ID, Password and Code. Althgouth more than 1 page would not be a good idea, maybe separating them on 1 line with more space in between to allow them to be more easily read.
4 votes -
User Setting: Show/Not Show Either or both bid dates on Bid Calendar (Different Colors)
Same idea as user setting preference to Show or Not Show GC Bid Date on Invitation, allow user setting preference to Show or Not Show Sub Bid Date and/or GC Bid Date on their Bid Calendar.
4 votesThis is done!
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4 votes
If a company is in multiple trades in Bidder List, you now see the same note on each trade the company is listed.
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Be able to Print entire database of contacts sorted by Trade.
Currently you can export entire list of contacts into Excel, you can print an entire list alphabetically, and you can print each Division. But would be nice to be able to print all contacts in one list, sorted by CSI code.
4 votesYou can now print your entire list of contacts by trade in one report instead of having to print each Division.
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Drop down boxes
In the OPR screen create drop down boxes for labeling folders.
Drop down boxes would label folder so that I would not have to label thwm again and prevent us from mislabeling or mistyping the folder name.4 votesYou can now right-mouse-click on any folder or file and edit folder labels.
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Tracking Bids Received - Subs that Bail
Add an option for subs that "Bail". If they were a yes and they don't submit a bid add an option for Bids Received to indicate they bailed out in addition to yes & no.
4 votesThis is done! Notice you can also change how far back you want to go (6, 12, 18, 24 months or all), in your Admin> My Record> User Preferences.
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Adding Sub from Contacts
When adding a contact to a project directly from their records can you add a popup or comment that indicates you need to click on the star to add to project.
4 votesThere is a Reminder above the trade, and if user tries to send, it gives a red popup “Not Sent” to alert user to go back and read the reminder to check the star next to a trade.
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Quotes “Rcvd” column on Contact Projects tab
On the Projects tab within a contact, I would like to see the quotes “Rcvd” column that we see within the Project Options/Bidder Lists/Confirmed Yes list. The confirmed column is there but I’d like to see who actually bids and who doesn’t. ~And/Or~ a report added to the Contacts/Reports to record who’s actually bidding.
4 votes -
Customize the Columns you want shown/hidden
Customize and Select which columns you want to be shown/added/hidden on bidder's list, company lists, etc.
Improves ease of access, allows to hide unwanted categories for task at hand, ability to sort companies in the new criteria when otherwise unable.
4 votes
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