Question about the new platform… Currently to create a Sale or Invoice and getting it to print takes forever. You have to Menu-Save, Menu-Approve, Menu-Print. When a customer is waiting for their receipt, it takes FOREVER. I never realized it until I’ve been working at our counter for the last few weeks. Can we get […]

Simple request, but please make it where we can just put the 2 digit year instead of the 4 digit year — i.e.: for 2023 we can put 12/14/23 instead of 12/14/2023. I know it’s only 2 numbers but when it’s constant, it makes a huge difference.

When inside an estimate, when you create POs, currently you can only choice “single” or “preferred” – if you have 10 vendors on your PO, “preferred” opens 10 POs. It would be great if we could chose which vendors we want to create a PO on instead of all 10 (or however many). Sometimes we

Could we get two dates on a bill. The receive date doesn’t always correlate to the bill date. The receive date is of course when it’s received and then a bill date to be entered (matches receive date unless changed). The receive date is needed for due date and aging reports, but so is the

Can we please see the cost column for items on the WO. There are so many costs that either get missed or the cost accidently goes into the price column. This is absolutely needed!

As it sits now, the barcoding only works if you are sitting in from of TOM, and put the curser where it needs to fill in. It would be helpful, to start out with, if when you use the bar code feature – you scan an item, it fills the item in and immediately goes

We need to see the “INVOICED” column on the New Schedule Board so we can filter “completed” work orders and those that have not been invoiced per department.