Can you add a Required field option for WO Type? For us it is a must and filters and workflows depend on someone picking a type. Currently, you can save with the field blank. Please make it an option to make it required so the user cannot save without the WO Type.
Company Preference to Make WO Type a required field on WO. Read More »
Can you please enhance the work order form to have a scalable note field. We tend to have a lot of notes that are crammed into a tiny note box. I would like to see the note field expand and fit the window as you resize it so you can see more notes. Image attached
Make Work Order Private/Tech Notes Growable/Scalable Window in TOM. Read More »
I think it would beneficial to every company to have all the notes fields included in the work order tab of the customer history screen. In order to see the original purpose for going out on a call, you have to open the work order. Seeing brief descriptions and detailed descriptions in the history tab
In addition to the balance and total balance, I would like to see the historical total of sales for the customer jobs list. I want to know how much a customer has been billed out for without having to open up the history. This would also be an excellent add-on for Sales Opportunities fields. A
Financial history total in CustomerJob and Sales Opportunity list fields Read More »
I could not find an existing report, so if there is one let me know. I also reached out to tech support who replied there is not an option. I need both estimate and PO item detail reports. Similar to the invoice item details report. For estimates, I need to see every item that has
“Estimate Item Details” and “PO Item Details” reports in custom data view. Read More »
When browsing history for customer, it would be nice to have an option in addition to entire family, to just show the children (not the parent) of a sub. We have master Parent (level1) that also have children (level 2) that have children (level 3) of their own. I don’t want to see everything under
History “Show All Children” Option Instead of Entire Family Read More »
We use memo field on invoices to make notes about who and when invoices were sent for payment. Custom data view is missing this field. Please add.
Add “Memo” field to Custom Data Viewer Report for “Invoice/Sale/Credit/Estimate list” Read More »
I have a suggestion that may help a lot of companies. We sell products to many different builders. The serialized equipment is on quoted contract prices that are good for several years. Each of these contracts get a different price than the next one, but the individual contract price stays the same for the duration.
Contract Price Aliases for Estimates/Invoices Read More »
Please add a date field that can be set as a semi-required field for “Install Date” to invoices (ie. a warning message that says “Install date is blank, please verify the install date is accurate.”). This field should NOT auto-populate from anything (WO, estimate, etc) and should be manually selected. Please create a company preference
Install Date Field On Invoices That Populates Equipment Dates and Prints on Invoices Read More »
I would like to see the PO expected dates in the customer history screen for POs. We regularly use customer history for full snapshots but we have to open each PO to get the eta. Particularly with the state of backorders right now, this would save many hours for us.
Add Expected Date for PO to PO tab in Customer History. Read More »
