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!
264 results found
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Show a list of who Prequal forms have been emailed to.
Many times we will have a list of 5 or more companies that must have prequalifications completed before doing work for our company. As it stands I can't find who they have already been mailed out to. It should show in the "pending" section and/or in the contact profile.
1 vote -
1 vote
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Tie Downloading to a Yes repsonse.
I usually only get Not Bidding responses. If they are bidding, they almost never pick the Yes response (less than 10%), but instead start downloading the drawings, so I spend my time chasing them down, to get a phone verbal Yes reply. This is a waste of my time.
1 vote -
Take me to my project when I search "All Project" Ctrl F
It would be nice that when we search for a project in ALL PROJECTS, CTRL F, that the screen go "TO THE FIRST HIGHLIGHT" instead of having to scroll up and down the page to find the “highlight”.
1 vote -
ENABLE A WAY TO VIEW YOUR BIDS IN BID DATE DATE ORDER
When looking at bids I would like to see them in bid date order by default
1 vote -
Have the option to categorize each project sent out for bid
Each project that bids, it would be nice to have other options to categorize the bid instead of just ARCHIVE. i.e., Won, Lost, and maybe an option to "follow up" ...when an owner puts the project on hold..it's neither lost or won, just on hold.
1 vote -
Additional comment to my previous comment dated 10/6
Another option to mark each project after it bids besides, Won, Lost, On Hold...is Completed. This allows us to keep track of all projects by each category. Yes, still Archiving them, but going one step further and categorizing each bid.
Another note: If a project is won and we want to communicate through pipeline only to the subs that were awarded the project,....is there a way to still keep the Bidders List. Yes, I know we can PRINT it before we deselect, but just wondering if there is a way to keep the bidders list and have another list...AWARDED LIST.1 vote -
Track notices sent to bidders
It would be more convenient if when I select "Bidders By Trade", and then choose a particular bidder; I could see which notices I have sent to them already.
1 vote -
1 vote
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Yes column for quoting - add name field
Have a field where a name is mandatory if they agree to bid on a project. I've had several people ask who agreed to quoting the job. The contact name will not work because of the continual changes in personnel.
1 vote -
being able to upload plans and specs from websites rather than download to our system then upload to pipeline.
Having the ability to upload from other website like Architects and Owners even public plan wells allows us to save on our internet traffic. This way we only use our download bandwidth once and not have to use the upload bandwidth which is considerably small.
1 vote -
Add an engineers estimate cell on the main project information page.
In the project information area it might be convenient to have a cell titled "Engineers Estimate" or similar to let potential bidders know the estimated total dollar volume of a particular project. Make it default to "none listed" if no value is entered
1 vote -
Option to put "TBD" or "Bid Postponed" as Subcontractor Date
Would be useful to change the bid date to "TBD" or "Postponed until further notice" if owner said that the bid is postponed indefinitely or bid postponed until revised drawings are released. That way bid stays alive in Pipeline but bidders know that bid isn't due.
This way you wouldn't have to put a fake future date in the box and cause confusion when the owner finally announces the new bid date.
1 vote -
Color Code Option for Calendar
I like the Blue and Green feature for the projects on the calendar but a lot of clients of ours request we provide a budget for some projects and I would like to put these on my calendar as well but in a different color so they don't get lost in already existing Blue projects.
1 vote -
Link from Sub Portal Screen
On Subs Portal Screen allow them to be able to send a link to a job(s) files that they are needing pricing on so their vendors can access the files.
1 vote -
View all trades a Company has been invited to for a specific project
In the Bidders by trade list a way to improve ease of access is to be able to click/hover over a company to quickly see all trades they have been invited to for that project.
(Rather than having to go into their company contact page and clicking projects tab to see full list, or going through each tab of trades on the project.)
1 vote -
Reformat Excel fields for exporting lists
When you export a bid list to Excel, any CSI or Zip code starting with "0" will have the zero removed. This is a problem with NJ subs in particular. The export process should export all fields as "Text" so that no automatic formatting is performed.
1 vote -
Add phone number column to failed fax report
This would allow us to more efficiently review the report and call for an update number without looking up the numbers.
1 vote -
Check Box to Delete Uploaded Files
Have a column with a check box in the Uploaded Files that would delete the file from the server in 30 days automatically. Would help both parties with data storage not needed.
1 vote -
1 vote
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