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!
199 results found
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Filters to sort inbox with Pre-Qualifications
Add the capability to filter the Inbox for Pre-Qualifications so if you have several pages they could sort the subs in alpha order. (In case they submit multiple times accidently or someone else within company submits as well)
3 votesYou can now sort your Prequal Inbox by column heading (by Company, Date Submitted, etc).
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Print cell phone & email on Full Report
Add the option to print the cell phone and email on the Bidder's List Print View.
3 votesThis has been added. Go to Admin> System Preferences> Bidder List Preferences and select Cell and Email for the Printed List.
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Option to go back to bid list after needing to update company information
When reviewing the bid list or when making calls from a list and you have to make changes, you should be able to go back to the list you came. (Sort of like the change you made allowing us to go back to the home company page after adding a contact.)
3 votesYou can now edit company/contact info right on most screens! Just click on the phone or email for example, and you will see how you can edit it, which will edit in the company record!
Thanks for the idea.
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capability to select more than 1 trade division when selecting sub-trades.
Currently when selecting sub-trades Individually, we can only select 1 master trade division (ie: 03, 10, or 26). Would make it easier, quicker and more simplied if we could select several master trades and then select the related minor trade divisions within.
3 votesIn the new Advanced Select Bidders method, you can apply multiple filters and trades, and also select individually all in the same screen.
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Combine the bid list and logs into one page
Enhance the main bidders list to include the yes and no bidders on a project. This would allow just one page to be viewed.
3 votesThis is done!
Thanks for the idea. -
Change the calendar view option
I would like to see the previous week and the next 3 weeks - this week, being the last week of December - I'm looking at 3 weeks of outdated projects.
3 votesThis is done! This is now a User Preference to set as your default Calendar. Go to Admin> My Record> User Preferences, change the default Calendar to “Rolling Six Weeks” and Update Profile.
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Be able to access and update company information when in "Select a Vendor"
This would allow you to make any necessary corrections - eg: I see a vendor in in the wrong CSI code - I can immediately correct the error.
3 votesYou can now click on a company name on Select Bidders screen and edit.
Thanks for the idea! -
Show trade code w/ descriptions instead of just numbers
In the project options > bidder lists > select by trade, it would be helpful to have an option to view the trade codes at the top of the page with their text description in conjunction with the trade codes. It will be much faster to navigate if you have not memorized all of the trade codes.
3 votesThis feature has just been completed!
You can change this on the Bidders by Trade screen on the far right, as well as in your User Preferences.
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Show Bid Date written in long form
Show Bid Date written in text instead of numerical, ie. August 12, 2019 instead of 12/08/19
3 votesThis has been completed! Bid date now shows written month to avoid any confusion of month and day.
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Keep selected Bid Phase highlighted or add selected bid phase to top of page when selected
When navigating bid phases, it becomes unclear what bid phase you are currently in. This is because there is no indicating breadcrumb or highlight to identify which bid phase you are in.
3 votesGood news! This feature you requested or voted for has been added!
Thanks for your feedback.
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Multiple Rows for Project Description on Home/Calendar View
More than a single row can be allowed for project descriptions on Home/Calendar view.
3 votesGood News! You can change your User Preference to Wrap project names on your Bid Calendar.
Go to User Profile, then User Preferences (near the top), then change the third item "Wrap Project Names" to YES.
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2 votes
This has been completed! In a sub’s page, you can now click on their Projects tab and then click “Add Contact to Projects”. Make sure to check the star(s) next to the trade(s) you want to invite them to. You can also send the invitation and/or any Notice from that screen.
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2 votes
This has been done!
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Update Notice stays on the Add Notice Screen
After you have finished typing your notice and you update it. When the system saves your notice, it should stay on that screen so that you can immediately click the link to the preview and send screen.
2 votesThis is done, now there is the Save & Preview/Send button.
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On the"Copy a Bid List from a Prior Project"
Have the option to select the:Yes, No or Unconfirmed, and Submited Bid. I don't always want to bring over each sub.
2 votesDone!
Thanks for the idea. -
Minority Subcontractors
Like all GC's, sooner or later someone wants a listing of MBE, WBE, SBE, etc, that you have asked to bid a job.
It would be nice if Pipeline could make this a bit easier.
Is there any chance that a couple of blocks could be added to the input page when you are adding a new sub that would indicate their minority status, if applicable? And then create a minority list that we could print.
Thanks
Bruce Herman2 votes -
Ability to open a company's profile page from the Logs/Invitations/E-mail page.
If we could click on Company name on the e-mail log page and go directly to that company's information to make e-mail updates or other corrections based on the information we are viewing on the e-mail log page (bounce, spam, etc). We don't use the fax option, however, this feature may also benefit those that do.
2 votesThis feature has been added! You can click on a company from the email log, which opens up a new window so that you can quickly edit their email. Then go back to the first screen and click “Send Invitation” from the white popup window. (this feature was completed May 5, 2016).
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Search Bar
Hi Rick - I have an idea. I would love if the search box below wasn't so key sensitive. For example if I'm one letter off or if I don't put the company's name in exactly the way its spelled it won't search. Just would help in efficiency/time.
2 votesThe new Keyword Search is now more flexible and will return more results. As a tip, though, we recommend entering half of the company name to see all the possible matches.
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Allow General to Upload Sub Bids
I suggest clicking on the company name from the bid list then adding an upload bid button on the pop up screen.
2 votesThis is done! You can now upload your sub’s bid proposals directly into a bid list.
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2 votes
This has been added! You can now link User Defined Fields to custom questions in a Prequal form.
Thanks for the Idea!
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