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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Project Contacts - Add A responsibility Column
Under project contacts it would be nice to have a field for Scope/Trade Responsibility. We have estimators that handle concrete or MEP, or interiors and it would be good to note who handles what. As it is now the ITB's just list the Name and contact info.
2 votes -
Coverage Report - Add a column for Bids Received
Add a column on the coverage report that shows how many bids have been received in a certain trade.
2 votes -
Option to show the CSI codes and trade descriptions in scope Box (of the trades selected)
On the Project Summary (above the Scope section), allow me to check a box which will insert all of the CSI Codes and trade descriptions that I selected for the Project into the Scope Box so that they automatically show on the invitation.
1 vote -
Enable a way to print out Pipeline Updates to share with team members, either via email or print out.
Enable a way share Pipeline Updates with team members and non-users, either via email or print option. Currently, I do a print screen, copy to Word and print out or email to my team.
1 vote -
Default of 2 days between bid due dates
By default have the GC bid due date 2 days afer the the sub due date when clicking on the callendar
1 vote -
Bid Schedule Report
Add a report - Bid Schedule Report
1 voteEric, Can you provide more details, ie., what will the report look like, is it a copy of the Calendar or a list of Projects, and if it’s a list of projects, which ones and what data/columns would be needed.
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Show a Bidders list of those who haven't submitted bid (without the No's)
Allow user to filter a bid list by the subcontractors who have not sent in their bid and/or who are unconfirmed. This option will allows the estimator to get a concise list of bidders who have not sent their bids yet or have not confirmed if they are bidding or not.
1 vote -
Within a sub's record, add a "Send to all Unsent Projects".
This is in conjunction with (or after) the feature is built that allows user to add a sub to a project bidders list directly from their contact record. After adding the company to the project(s), be able to click a button to send to all the projects I just invited them to ("Send to all Unsent Projects").
1 vote -
When Resending from a bidders list contact popup, take me back to list.
Whenever the bid invite is sent from a contact within a bidders list, it takes me away from the list I was working on. Would be better if it took me back to the screen I was already on (the bidders list).
1 vote -
1 vote
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Report Printout - Confirmed Bid List
List a Trade Header on printable report
1 vote -
Allow responding subcontractor to enter the name of the bidding estimator/salesman
Allow responding subcontractor to enter the name of the bidding estimator/salesman if it is NOT the person the bid invite was sent to.
1 vote -
Forwarding an Invitation
An invited bidder should not be able to forward your invitation to others.
1 vote -
Print Screen on Invitation Page
When viewing the Invitation to bid, add a Print button which will open a pop up window that shows only the information under the orange line.
1 vote -
Under each contact, as opposed to seeing what someone has ever bid on
Under each contact, as opposed to only seeing the bid status on projects someone has ever bid on. We should also be able to see the notes for a specific job. This would be really helpful for cleaning out contacts that do not bid.
1 vote -
Revise the online planroom for the subcontractor
When the subcontractor clicks on the "respond" link, they are taken to a "home" tab. It would be nice if the home tab was merged with the project information tab, to display all of that on one page... Many times the project info tab is never clicked and if that isn't clicked and the email isn't read, the only thing the sub is looking at is that first "home" tab that doesn't convey a lot of information.
1 vote -
1 vote
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Include results from contact notes section when doing a keyword search
When using the keyword search at the bottom, show results from the contact "notes" as well.
1 vote -
Add Project ID Number to Master Bid List
It would be helpful to add the Project ID to any or all lists that print out. I have subs calling and giving me a project ID at time instead of a Project Name.
1 vote -
1 vote
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