This is a feature I miss from Quickbooks: when paying bills there was the ability to select a method to pay bills, either “To be printed” or “Assign Check numbers”. The option allowed you to either set things to to print or pulled a list up with the bills you selected to pay and you …
Can “Date Created” and “Created By” fields be added to the payment history list? Edit 09/29: Also, there is no filter for payment type in either Quick Filter or Custom Filters. These should definitely be an option.
We use document links A LOT to capture everything from model/serial tags to damages to completed photos of installations. We spend a lot of time hunting through images to find the relevant images that we need. 3 Major problems 1) When links are made from Mobile, there are no categories or designations that can be …
Better Document Link Viewing, Uploads, Searching Read More »
Just noticing there are a few key things missing in history that would speed up simple processes and reviews. 1) Payment History doesn’t have payment type. It would be nice to know at a glance if this was CC or Check. 2) Stage would be a helpful view on all applicable forms, not just WO. …
When we create an invoice, the Work/Ship date auto populates with todays date. We make invoices weeks before we deliver in some cases. Can there be a setting to leave the Work/Ship Date blank? I would rather no information than incorrect information. This would be for desktop users only, not mobile.
Stages typically are used to track stages of a process that require multiple people to touch a work order etc. It would be great if there was a way to set a timer (like Stage X Max days 1) and if it goes past that to flag in the list with color or an identifier …
I would like to see Sales Opportunity Enhanced. Sales Opportunity does a great job associating Estimates and Appointments with the sales opportunity, it’s all in one screen. But, there is more to a sale than those things. I would love to see the POs, Work Orders, and Invoices that are generated through the process associated …
Sales Opportunity – Associate Invoice, PO, Work Orders Read More »
Please make the sales opportunity list a scalable window. Lots of other windows have gotten the update recently but Sales Op is still scrunched up even if you make the window bigger. It makes profile questions hidden.
I would like to see the ability to integrate all “assigned” events like Work Orders and Appointments with Google Calendar. For me personally, I would like to make appointments for myself, but I do not always have TOM open and if a reminder pops up and I’m not logged into to Remote Desktop, then the …
Integrate Appointments, WO, Etc. With google calendars Read More »
Please make Work Order Type and Work Order Stage show up in the work order list information as well as the agenda view. This way techs can see these things at a glance instead of drilling into a work order. I think it’s important they know what they are going out for (Work Order Type) …
