Similar to what is in Aptora Mobile II (AMII) for tech note templates, there should be note templates that the office can utilize too. The AMII notes allow techs to be very uniform in their notations. Allowing dispatchers/intake to select a template would make office notes uniform as well. I think every company would like …
2 Problems I run into frequently. 1) When editing an invoice with a payment on it, if it goes negative it gives you the “can’t have a negative amount” warning. If you open the payment and un-apply it from the invoice, the invoice will not refresh the balance and continues to give you the negative …
Please add a field for “Gate Code” that is visible in the work order address fields (and all other address fields). If you put it in the address lines, it interferes with the map applications on Mobile.
The old mobile used to expand the note field as you type, the new field is very limited and will not grow. Can that be made to function more like the old one and have all notes visible so you don’t have to scroll in mobile? Specifically Tech/Private/Description note fields.
Please allow editing of serial numbers at any time. Many of our manufacturers don’t play nicely with barcode scanning for serials and they are manually entered. We pay the bill before invoicing quite a bit and have to frequently remove an item from inventory and add the correct serial number in. I don’t see a …
When techs place notes in a PO in mobile they have multiple lines to place their notes. When saved, the desktop TOM can only see the first line without copying and pasting the notes into a notepad first. Please make the field larger/expandable so you can see all notes. images attached show the mobile version …
Please fix credit card deposits to be able to reflect the net with the refunds that come through. Every processor that I have been with including the new one recommended through EGIA (Service First) batches out credits and debits in one deposit. When reconciling our bank accounts, the deposits are frequently the sum of the …
I would really like to see mobile invoices and payments visible in history forms and in the payment forms. It’s created so many headaches with the team to have these items essentially invisible for a period of time until they are processed internally. Or if someone forgets to save the invoice on accident and it …
I think it would be a great feature if you could have certain system actions show up in contact log or to pull up an enhanced/filtered audit trail. For example, it would be nice to see the entire order of events for a work order or customer including the date an item was created, stage …
I propose a button in WOs just like in Customer history that lights up blue when there are contact log entries. That way you can quickly access the log notes and know they are there. There are many instances where we may not have any entries and wouldn’t want to waste time pulling them up …
Contact Log Button – Enhancements Visibility and Quick Access Read More »
