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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

  1. Have approve/decline radio buttons move down the page as you scroll through a prequal.

    This would keep you from having to scroll back to the top of the page each time

    2 votes
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  2. 2 votes
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  3. Add fields .....

    Just like we have the Sub and GC due dates; it would be nice to have
    site visit and union/open/prevailing wage options. This would alleviate having to type that information onto the ITB.

    2 votes
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  4. If a project is archived before the bid date automatically turn off future subcontractor notifications.

    I had a project that we decided not to bid. I sent a notice to the subcontractors notifying them that we decided not to bid. I then archived the project to keep the invited bid list intact for possible future use. I forgot to turn off the notifications setting before I archived the project. Bid reminders were sent to the subcontractors per the settings which caused confusion among the subcontractors as to whether or not we were bidding. It would be helpful if the automatic reminders could automatically be turned off if the project is archived prior to the scheduled…

    2 votes
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  5. Uploading Documents

    It would be really useful to be able to upload multiple documents at once. Right now, you have to individually selected each file and upload them separately. It would be great to be able to select multiple files in a folder and upload them all at the same time.

    2 votes
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  6. Show Project you are currently working on

    When you click on a project, show that project and name somewhere on the screen at all time when you are navigating through the system, selecting subs and such.

    2 votes
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  7. Bid Analysis Sheet

    Generate a bid analysis / bid leveling sheet which automatically populates from trades that have been invited to bid. User can set up template so that typical scopes of work are auto populated based on trade section. It would be similar to the bidders list, but companies are populated across the top in columns, rather than rows and each trade section would be it's own page/document/sheet

    2 votes
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  8. Special requests go to project contacts

    When a sub has a "special request", which is usually just a note or comment, have that go to the project contacts, not to the person who created the project. In our case, this is typically different people (project contact & project creator).

    1 vote
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    completed  ·  0 comments  ·  Admin →
  9. Bidder List by Code Format

    Format the view to separate with a border or something the code / divisions when viewing a mater list of subcontractors by code, so that it is easier to view each division with in a master list rather than a running list as it is currently.

    1 vote
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    completed  ·  0 comments  ·  Admin →
  10. 1 vote
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    completed  ·  0 comments  ·  Admin →
  11. 1 vote
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  12. OPR Planroom Link

    Can you please make the link to the OPR planroom larger on the invitation. Subs have a hard time finding the link on the invitation.

    1 vote
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  13. Seperating Confirmed Bidders

    I would like to seperate the confirmed bidders into two catagories. The catagories would be: "confirmed with numbers" & "confirmed without numbers.'

    1 vote
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  14. expand the key word search to include the user defined fields

    So i can search for my supplier by simply using key words that are in the user defined fields. example i can find canopy suppliers by typing canopy.

    1 vote
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    1 comment  ·  Admin →

    Keyword Search will now search all your contact’s User Defined Fields. As an example of what this can be used for, you could track the product lines a supplier carries.

    Reminder, you can change the field headings of your User Defined Fields in Admin>System Preferences>User Defined Fields.

  15. Subcontractor Fax#

    Show fax number on screen with phone on bidders by trade page

    1 vote
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  16. Include the CSI Code of the invited subcontractor on all ITB's.

    Having the CSI Code appear on all subcontractor ITB's will be a help to those subs that do multiple trades as well as to us GC's when we receive a response via fax and try to update the responses for the invitees.

    1 vote
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    Each User now has the option to show the CSI Code(s) and Trade(s) that each sub was invited to on their invitations. To activate this feature, go to Admin> My Record> User Preferences> “Show Sub’s Invited Trade(s) on Invites” (change from “Hide” to “Show”). The CSI code(s) and trade description(s) will then show up on both emailed and faxed invitations you send.

  17. Email alert upon sub uploading a bid, make it project specific

    Alert the project manager (creator of the project) when each sub uploads a bid. Have a link to open the bid in the email.

    1 vote
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    completed  ·  0 comments  ·  Admin →
  18. Develop a Quick Reply Button

    Instead of having them click on a link to go to the webstie and then click, no, yes, unconfirmed. If there was a way to have them click right away on the email that would make life 10 times easier.

    If there is a way to send an update email a week bfore the bid date with only yes/ no, again making life 10 times easier.

    Thanks

    1 vote
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    completed  ·  0 comments  ·  Admin →
  19. Change RFI contact name

    It would be nice if you could change the contact person for RFIs after a job is created.

    1 vote
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    completed  ·  0 comments  ·  Admin →
  20. Add a System Preference to Hide the RFI function from Subs.

    Allow us to hide the "Submit RFI" function for subs.

    1 vote
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    completed  ·  0 comments  ·  Admin →
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