Is it possible to have the retail price lock, also lock the markdown markup method on invoices and estimates? I have employees changing the global setting on and estimate and not resetting the markup on service items and selective items that are not to be discounted which is causing us to sell them below my […]
I’m very concerned that the new mobile never logs a tech out from the server. We do a lot of government work and I worried that leave the connection open to my mobile server could be exploded and would not pass a penetration test. I would like first choice to have time logoff setting after
Mobile Auto logout. Read More »
I need to be able to create a service contract that can cover multiple child locations Our service contacts are not written on equipment like HVAC systems. Our customers are looking for service contracts that give them a reduce rate if they guarantee us so may of hours of service a year to cover service
Service Agreement Contracts that can cover multiple Child locations Read More »
Have a menu button on the work order that would populate the items listed on the work order, in the inventory transfer form. This would save a lot of time, not having to open the “inventory transfer form” and manually retype all the items listed on the work order to transfer the inventory to a
Work Order Item Inventory transfer. Read More »
I would like to see inventory automatically allocated when assigned to a Work Order. This would make it much easier to track inventory and take inventory if you know what has been assigned until it has been invoiced. We give techs inventory for projects or service calls that are not assigned to their truck (warehouse)
Automatic Work-order Inventory allocate Read More »
Is there any chance of getting “stages” setup in “Company Preferences” as a require field on Worker Orders Sales/Invoice/Estimate Options and PO? Stages has been one of the best features added, but it only works if employee’s remember to set the stage. I like to keep them from saving the form without it being set.
