Can you please add the ability to do a full customer search on the scheduling wizard? Or maybe add a few more ways to do a search? We have a large database and it is hard to find customers. The search is slow too. Don’t get me wrong though, it is a great feature and […]
Full Search on Scheduling Wizard Read More »
We would like to have these added too. I think this was mentioned in the training we did but we are adding it just in case. Import work orders and timesheets entries.
Timesheet and WO Import Option Read More »
While getting things ready for the dashboards we are fixing up our departments. It would be great to have the advanced fields added as columns. I am sure a lot of other companies will have a lot of department issues to fix.
Department Columns for the Dashboard Read More »
Hello. Please add a batch update form like we now have for work orders, items, and such. We need to do a lot of changes for departments and salespeople. We will pay $250 or more since that is cheaper than our labor.
Create batch update utility for the invoice list Read More »
We use the internal emailer in Total Office Manager. The body of the email cant be save. At least we dont think so. If yes, let me know. We would like to be able to save different email messages. Thank you for the consideration in advance.
Can you add an item when you an another item automatically? Maybe you could add a way to select an item that gets added when another item gets added to a sale in Tom and mobile. James spoke about this during a demo and said we should enter the idea here.
Add an Item with Another Item Read More »
I have a pretty good idea I think. There are customer document file links and there are equipment document file links. If the equipment belongs to the customer, can you please also show them in the customer file document link list? That would reduce clicks.
Add Equipment Links to Customer Document Links Read More »
We would benefit greatly from having the ability to establish a list of zone (geographical areas) with a corresponding retail price. Example: Item Number 12345. Zone 1 = $20.00. Zone 2 = $21.00. Zone 3 = $22.00. We have ten zones but others may have more, if they like the feature. Each customer or job
Item Pricing by Zone with One Zone Per Customer Read More »
This may not fit your “great feature request” KB but it would really help us. We use that field for on off label purpose. Thank you.
Map Code Filter on Customer List Read More »
We are working through inventory costing issues. A custom data view that includes an item number, qty on hand, average cost at that moment, and date would be very helpful. Thank you.
CDV for Average Cost by Date Read More »
