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 […]
Customer Payment Link Read More »
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”
Estimate Presentation Module (AMII) Read More »
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
Field Estimates Work Flow Read More »
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
Streamlining inventory counts Read More »
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
Aptora Mobile – Option Presenting to the Customer Read More »
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
Item Reservation List Read More »
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
“Inventory Replenishment” form by warehouse Read More »
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
Multiple Alias Part Numbers Read More »
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.
Applied Job Burden Read More »
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
Retail Price Updates Read More »
