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 …
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 …
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 …
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. …
Would like to request the ability to batch update the retail price for only certain categories of inventory items (rather than everything) – for instance, we have experienced a massive increase in the raw material prices of plastic based products and would only like to update the retail prices for these types of products (for …
Would like the ability to change the mark up table at the job level as a pre-set setting. We do a ton of work for contractors – some are bid (flat rate), some are time and material, and some are cost plus. We can perform work for the same contractor under all of these methods …
We have several clients where they have requested the work order notifications be sent to one email address and invoices sent to a different one. Currently only one email address is supported in TOM/Mobile and so both the work order and invoice are going to the same person without manual intervention.
Right now there is no recorded history of invoices or correspondence sent from Mobile. We suggest, particularly with invoices sent from mobile, that they be recorded to the ToM contact log so there is history and “proof” that the invoice was in fact sent to the customer. It’s important to track all billing correspondence and …
1099 – print only those that are over $600, distinguish vendors between 1099-misc and 1099-nec, pick up journal entries when vendor is assigned, email and e file on behalf of user.
Please consider adding the ability to import journal entries directly to a work order and asset. This is very useful for job costing and prevents one less step (more efficient!) Also consider tagging journal entries to the 1099 report. i.e. when a vendor is selected for a JE that data should show up on the …
