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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!

289 results found

  1. Phone and Email on Companies List By Trade

    Add phone and email columns to the screen for Companies - List By Trade. Presently if we want to see a firms phone or email (to contact them) when we search for a firm by trade, each company needs to be opened up and then navigating back is burdensome.

    1 vote
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  2. Show the due date on the print out of the Master Bid List

    When you print the master bid list it would be nice if showed the due date and time due.

    1 vote
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  3. 1 vote
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  4. 1 vote
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  5. Option to Show our Project Number on Bid Invite

    Give us the option to include the Project Number (from the project input screen) on the Bid invitation.

    1 vote
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  6. Able to print entire database alphabetically by company.

    Often we get a quick request for a phone number or email address. It's faster to go to an alphabetical listing than trying to remember every company's trade.

    1 vote
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  7. CSI Division Name on Tabs

    It would be helpful to list the csi division NAME to the tabs when we view..or at least have a button to turn the name off or on..
    within my company every one is still getting used to the 49 division names on the 2004 CSI edition

    1 vote
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  8. 1 vote
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  9. Link Bid Responses by Company

    We are encountering some confusion when bid invitations are being sent to several people within a single company (as they've requested). One person might respond yes or no, but the remaining will show as undecided because they think the response has been documented for all invited. Could there be a way to update the response for everyone at the company when one responds?

    1 vote
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  10. 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
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  11. 1 vote
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  12. 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
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  13. 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
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  14. 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
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  15. 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.

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  16. 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
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  17. 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
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  18. 1 vote
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  19. 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.

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  20. 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
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