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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Listing company notes on listing company by trade
It would be helpful to list notes by trade so that you could choose certain companies based on your notes.
3 votes -
Display notes on company main page
I see this was once listed in 2010 as compeleted, but it doesn't appear to actually be implemented.
Put notes on the main company page underneath the primary contact so they aren't missed.
3 votes -
capability to select more than 1 trade division when selecting sub-trades.
Currently when selecting sub-trades Individually, we can only select 1 master trade division (ie: 03, 10, or 26). Would make it easier, quicker and more simplied if we could select several master trades and then select the related minor trade divisions within.
3 votes -
Master Email Log
I see under Admin there is a master fax log, is there going to one day be a master email log also? I am just looking to find a report where I can see all returned/bounced emails. I know whom ever sends the pipeline invite, receives an email letting us know something bounced, etc. But as the admin, I’m not typically the one who sends the pipeline invite, and being able to pull this information without asking the estimators to send me the bounced emails would be more efficient.
3 votes -
Be able to export a coverage report for multiple projects at one time.
I am often calling contractors to follow up on their proposals, and it would be helpful to have a master list of all jobs they are invited to bid on. This would also be helpful information for estimators.
3 votes -
Popup Reminders
It might be helpful to add the ability to select a reminder and have a pop up as the reminder
3 votes -
When copying from a previous project, sort the list of jobs by the bid date (and show the bid date).
When copying from a previous project, sort the list of jobs by the bid date (and show the bid date). Another option would be having a field or two that the user could pick from to help them home in on the project they want to copy (i.e. state, bid date, etc.)
3 votes -
Good Faith Effort Report
Instead of printing our 3 or 4 reports, Please add a "Select All Groups" or the ability to choose multiple groups on report exporting. We only want submit 1 page without editing when giving the "Good Faith Effort" report in our bid.
3 votes -
Share files
It would be nice to be able to share files through pipeline; like you are able to do with sharefile. This way all your bidding and sharing files can be in one place vs having to have two programs
3 votes -
Add more columns in the "Companies" view
Allow the user to add more columns under the "Companies" view. I.E. add the rating & notes columns so they are visible when browsing companies.
3 votes -
improve data usage information
By adding a column for OPR data usage on the sent and pending projects pages and also prompt users to delete any files in wanted from the OPR prior to archiving a project.
3 votes -
ITB Notice
Add an "Attending PreBid Meeting?" question on ITB, with Yes, No, Unsure buttons, that when clicked, will display on the Bidder Status Report.
3 votes -
3 votes
Great Idea Carly!
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Make folders entitled Plans, Specs, Addenda 1 through 10 so that I don't have to create them in every bid.
When uploading documents in the Pipeline OPR tab, and clicking on new folder, in the dropdown parent folder, add plans, specs, and addenda 1-10 folder titles into the root directory. This would eliminate the process of adding them into every project. This would save me a great amount of time.
3 votes -
add another drop down list for secondary project type description
It would be nice to have another project type option to identify Commercial, Residential or Public Works projects.
3 votes -
Updated Notes Features Please
Hi All,
It would be awesome if you can add show notes to user preferences, so they are shown at all times.
And if they can be edited, added, in the select bidder's screen as well so that notes can be added on the fly to make the whole notes process way more user friendly.
Thanks In Advance,
3 votes -
In "Select Bidders" add a Filter by Selected Vendors option
This would be useful after the bidders list has been populated, you could utilize the Selected Vendors filter to ensure all the companies that have been selected are truly companies you wanted selected by reviewing a paired down list.
3 votes -
Allow company lists to be filtered by multiple groups at a time similar to selecting bidders for a project.
When selecting bidders for a project I can filter the companies from multiple groups at the same time but when creating a list of companies by trade or division I can only filter one group. We often need to filter by multiple groups to get the list than we need for the project / area we are working. Please allow multiple group filters for lists.
3 votes -
Rating Column in the View Bidders Lists
Have the option to see the Rating Column for the subcontractors in View Bidders as well as in Select Bidders.
3 votes -
2 votes
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