Ability to set schedules for sending automatic reminders for open invoices with templates based on the age of the invoice.
Ability to have a payment link for invoices sent from TOM to be paid as they are in mobile.
should have the ability to ad reimbursable items to a work order and not just an invoice.
ability to insert line items on an invoice. presently you can only add new items to the last row of an invoice.
Would like the ability to include a payment link when sending statements from TOM similar to the invoice payment link in Mobile.
Would like to have techs be able to see who else is assigned to the same work order in mobile.
We would like the ability for Sub Customer/Jobs to be able to invoice the primary customer record. We have property managment clients that have multiple sites and the invoices and statements should come from the Primary account not the sub accounts.
Need the ability to change the quantity of items when adding the items as the items are selected.
Would like a field on the main view for workorders, estimates, PO to quickly see if there are any photos or document links in the main screens. This would be similar to the balance notifications in customer screens.