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 »
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.
Separate client emails for work order and invoice notifications Read More »
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
Journal Entry Import – Improvements Read More »
Add the ability to import bills directly to a work order number for job costing purposes.
Import bills directly to a work order Read More »
Give users the options to build their own custom data views and reports.
Custom Report Builder Read More »
