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Ideas for New or Improved Features

← Customer Feedback for PreconSuite

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205 results found

  1. 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 vote
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    0 comments  ·  Admin →

  2. Bidders List - Add Awarded Bidders List

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    completed  ·  0 comments  ·  Admin →

  3. Project Setting to only show Awarded Column when ready to award.

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    completed  ·  0 comments  ·  Admin →

  4. Be able to export Awarded Bidders Only

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    completed  ·  0 comments  ·  Admin →

  5. 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 vote
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    completed  ·  AdminRick Dill (Feedback Manager, PreconSuite) responded

    You 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).

  6. Add option to display the text title of the the trade code

    Add option to display the text title of the the trade code in the black boxes located in each project. For example instead of just displaying "02934" it can display "02934 Hydraulic Seeding",
    It would create a larger list but would be much faster to navigate.

    1 vote
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    completed  ·  0 comments  ·  Admin →

  7. provide a recap sheet of bidders for yes no or unsure responses

    ON the Bidders list, once bid sent having ability to review who has responded on that same list by trade all - of bidders responses yes/ no / or unsure would be really helpful- as opposed to having to do this manually. would take a step out of process of confirm that you have coverage-

    1 vote
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  8. Adding trades in phases

    Sometimes I add bidders to projects in phases. When I go back to add bidders in a second phase there is no way of knowing what trades I already added without going to the bidders list and writing down all the trades. It would be nice if the trades I've already invited were highlighted in the list when I go back in to invite others.

    1 vote
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  9. Include a report print out for just "Unsure" like you have for "Yes," "No," and "Unconfirmed"

    1 vote
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  10. Delete Bidding Status for Rebids

    When you have to rebid and use the same list of subs, it will currently show Bidding Status and Dollar amount of bid received from prior issue.
    When you rebid with the same list of subs, can all subs revert back to UNC
    status, zero out dollar value from previous issue and NO for bid received.
    Thank you.

    1 vote
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  11. Add Name Search when selecting subs

    When you are selecting bidders for a project, it would be good to have a name search. The Estimators may not always know the CSI code and it would be easier than going into the sub to check and then back to the project.

    1 vote
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  12. Search Default to Company Name in all cases

    Please have search result in default sort by Company Name

    In addition, possible to have back result in the same sort as was on the screen?

    Thank you, Diane

    1 vote
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    0 comments  ·  Admin →

  13. Logs, Invitations, Email

    Making this a download Excel Version so that you can track bounces and drop corrections as you are working on fixing them.

    1 vote
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  14. Put email log next to bidders list

    Is there anyway under the master bid list there can be a feature to show if that company has opened the email/not opened/bounced? I think this would be extremely helpful especially since some of our contacts are no longer active.

    1 vote
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    completed  ·  1 comment  ·  Admin →

  15. Create instructions on the procore integrations

    Create a paper for the fields etc that map to the procore integrations.

    1 vote
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    0 comments  ·  Admin →

  16. Missing Bidders by Group filter in new UI

    In the old UI you can go to: Project Options - Bidder List - Bidders by Group - and select what group to display in an alphanumeric list. New UI is missing the 'By Group' option. Please add.

    1 vote
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    completed  ·  0 comments  ·  Admin →

  17. Company notes should be editable and deletable

    In the old UI, company notes were not editable but the were delete-able, in the new UI these notes should be treated the same way as the notes are in individual projects, making them both editable and delete-able, in case there are changes or an error is made.

    1 vote
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    completed  ·  0 comments  ·  Admin →

  18. Add bids won % at the top of Bidder Cards

    Currently there does not appear to be a way to track the bids awarded versus the number of bids turned in per subcontractor. It would be nice to see this stat at the top with the other bid stats per subcontractor.

    1 vote
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    completed  ·  0 comments  ·  Admin →

  19. Search button - remove a click

    When I click the search button, I then have to click into the box with my mouse and place the cursor in the line to type. A suggestion would be if I click the search function, just have the cursor ready to go because there is no other action possible in the window. Why is this important - becuase it reduces clicks to take action.

    1 vote
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    0 comments  ·  Admin →

  20. need more than yes/no/unc as confirmed bidders

    Most times responses are not so clear cut - need: Might Bid, Will look at, If they have time, reqd dwgs/specs, not sure yet, i have gotten allt hese responses on EVERY project we bid and no way to let the PM see this - so I print out the list and write it in - then the boss askes why I am not using PLS... OR just give us a blank line we can type these diff scenarios in ourselves!

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    1 comment  ·  Admin →
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