Part/Task View by User/Warehouse
Allow inventory parts and group type items to be hidden by user/warehouse. An easy example – an HVAC tech does not need to see plumbing parts or tasks.
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Customer Payment Link
When a customer pays their balance via a payment link please post the payment to the customer’s account. Using payment links, as currently designed, creates a reconciliation nightmare that can be easily solved by applying the payment to the customer’s account automaticlally, just like it does when a payment is taken through AMII. This can
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Estimate Presentation Module (AMII)
We propose adding an Estimate Presentation Module to AMII. This module would allow technicians to create, present, and manage multiple estimate options directly from a work order. Key Features: Estimate Creation: Technicians can create multiple estimates directly from a work order. After one estimate is created, consider a “Save and New” or “Save and Copy”
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Field Estimates Work Flow
The option building/estimate/presentation work flow for AMII could use a workflow refresh, especially for those who present several options in the field that are comprised of several group type items. — Similar to the investment guide, is there a way to add an estimate back to an existing work order? It is very disruptive, work
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Streamlining inventory counts
Would like to see the development of a dedicated inventory count module (in a lightweight or mobile version) – whereby you can scan a part using a bar code scanner (or search for it by name, category, subcategory, sales description, etc.), it pulls it up in Aptora, and you can add your physical count for
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Aptora Mobile – Option Presenting to the Customer
In Aptora mobile would like the ability to present packaged options to customers that include several specific groups/tasks and only show the price of the entire package (and not each individual group/task that makes up the package). Basically, a flat rate for several flat rate groups/tasks selected by the tech in the field that are
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Item Reservation List
1.) Allow the user in TOM to use the “Reimbursables list” in the work order forms. Many times adding reimbursables to an invoice is too late in the process as the techs have already performed the work and collected payment. Add a notification that there are reimbursables available for the work order when the work
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“Inventory Replenishment” form by warehouse
Add a filter to the “Inventory Replenishment” form to so that it can look at inventory on hand, the min/max/reorder point, sales activity, etc. on a per warehouse basis. This will help generate inventory replenishment purchase orders by warehouse in a more automated fashion. Add a spot on the PO to assign it to a
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Multiple Alias Part Numbers
Would like the ability to assign multiple alias part numbers from the same vendor. A simple example, multiple types of pex fittings are available from the same vendor under different skus. We would like the ability to roll all of the vendor skus up to our primary part – right now we only have the
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Applied Job Burden
Can we create an option to apply overhead burden to invoices and jobs based off a fixed dollar amount per labor hour charged to that job/work order i.e. charge $40 of overhead per labor hour expended (or even charged)? Right now the only options are as a percentage of final amount or a fixed amount.
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