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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Track RFI's for a Project
Add an RFI tab that will show all RFI's submitted by subs. Be able to forward an RFI to the Architect for answer/clarification and track which ones are Pending an answer and which are Done.
1 vote -
Send invites to Subs from Contacts
It would be nice when we adding a new sub, we could send an invite from that screen. If there was a tab that we could click on that says send invite and a drop down list of the projects we are bidding comes up and we could select the job and send the invite directly from there.
1 voteThis feature has been added. Within a contact record, go to their Projects tab and click “Add Contact to Projects”. Make sure to click the star(s) next to the trade(s) you want to invite them to. You can also send the invite directly from this screen!
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Finding (calling) subcontractors which have been invited to a project.
It would be helpful if every occurrence of a sub who has been invited to a project shows up in any pertinent window that is opened ( for example - if a Flooring sub is listed under "Resilient" and "Tile", when the "Resilient" tab is opened, that sub shows up twice - once for "Resilient", once for "Tile". That way, it is not necessary to change windows in order to mark them bidding both or just one, etc.
1 vote -
Entering Bid amount
When in a Contractors 'Projects' list. There is a column named 'Bid' which displays $0.00 but is not an active cell; I am unable to enter a bid amount.
Suggestion - Please make active the Bid cell located in the Contractors Projects list.
1 voteThis is completed.
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Track Insurance Certificate Expiration Dates
Create a feature to track sub's insurance certificate expiration dates and flag those that are expired.
1 vote -
Notices
Provide an option to send Notice to Yes Bidders that are still a No for Bids Received.
1 voteYou can now Create a Notice and send to “Bidding-Yes, Rcvd-No”. The title can be “Bid Reminder”, and then in the description tell them they said they were bidding but you have not received their bid. You will see the new option to “Hide” this Notice in the portal (since it’s really just a reminder).
When you send, you will see the new sending option “Bidding-Yes, Rcvd-No”. -
Individual Company Profiles - Project Tab
Also be able to view what projects that actually submitted a bid for not just what they said yes to.
1 voteHi Jennifer, I see you are now using the Bid Received feature. We are marking this idea as Completed! Thanks for the idea.
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New contact bid invites
After entering a new contact it would be nice to add invitations to multiple jobs from the contact area instead of adding them to the bid list for each job then sending a bid invite for each job.
1 voteThis is completed! Within a contact’s record, you can click their Projects tab and “Add Contact to Projects”. Make sure to remember to click on the star(s) next to the trade(s) you want to invite them to. You can also send the Invitation directly from that screen!
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Top Tool Bar
I suggest you to spread out the top tool bar to avoid over clicking . Once clicking on for example "contacts", "projects" might come up and so on.
1 vote -
Pre-Qualification "Send To All" feature needs to be updated.
Under the "Send To All" tab it needs to have a feature to not send once you have clicked it or have an option to send to all e-mail or fax#. By going into the "Send To All" option not knowing for sure how it works is very costly for sending faxes since it does not give you the option of not sending.
1 voteApril, I think I may have already told you this, but I wanted to make sure you knew that we did add the popup warning that says “Are you sure you want to sen to all” on the Prequal sending. Have a great day!
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Radius Search for subs using zipcode
Some states are large and it can take awhile sorting through who will go to what area (ie; florida, texas, etc). Entering in a zipcode and searching for subs in a certain radius (50miles, 75miles, and so on)
1 voteThis can be done in Project Options> Select Bidders> By Trade-All, then use the Zip code drop down for radius.
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Speed up processing
It takes far too long to process to the Approved or Declined status.
1 voteThis has been done a month or so ago. Let me know if it’s quicker to approve.
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1 vote
This is done, go to Companies> List> Kist by trade, then print.
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Project Name
The Project Name should be on top of Log/Invitation/Email.
1 voteProject Name is now at the top of the Printed Email log, and in the upper right corner f the Screen view.
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Bidder List View Options and Print Options
Provide Option for User (not only for administrator only) to view the bidders list for bidders who have responded to Yes they are bidding and another option to view bidders list for bidders who have not received bids from.
1 voteThis can be done via Bidders List> Yes, then sort by the Rcvd column.
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Saving a notice
When saving the notice, it kicks it back to main project screen. Please remain on current screen and open preview window. Lets be able to save, preview, and ajust as necessary. Then come back later or proceed to sending the notice.
1 voteHi Russell, you may have noticed we added the Save & Preview/Send to save a step when creating a Notice, and from the Preview Screen you can hit your browser back button to edit.
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1 vote
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1 vote
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Create a field or line for CA DIR #
State of CA requires contractors to register with DIR in order to bid on public projects. If asked in update form it would be helpful if this field already existed and auto populated the information.
1 voteYou can now create your own Custom Field (such as CA DIR#) and link it to a Prequal form so that subs can fill it in, and it will then be stored in their record.
Go to Admin> System Preferences> Custom Fields. (Use “text” for data type).
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