• Is there a way to edit Schedule of Values template?

    We are looking to edit the way our format for the schedule of values outputs & prints, is there a way to edit this? Or is this a default that is unable to change? The same goes for our estimate template.
  • AR Aging Reports by Division

    We have several operating divisions and we would like to be able to run AR Aging Reports by division so that each office could run their own aging report that only contains their outstanding AR and retainage items. We have the added problem of receiving…
  • Sales tax setup?

    We have typically only had sales tax in one state. With the Wayfair decision we are needing to file in multiple states. Some states make you track by state, city and county. Some states make you track exempt sales tax by those same categories. This creates…