I would like to be able to quickly see at the top or bottom of mobile our company name. Currently it only says Welcome Tony Blanca. Showing the company name will help when we are going back and forth from our Main database to our training database. Currently we have to go to hamburger menu …
We would like the ability to be able to batch update estimate status. This would help clean up the estimate status so that we can get proper reporting in the new contractor compass installation backlog located in the company dashboard.
Would like to be able to upload document links from Mobile for assets. Currently the feature is being used for customers and is on every form. It would be nice to be able to upload pictures of the Vehicles during vehicle inspections or maintenance paperwork.
In the Available Place Holders it would be nice to have the option to use Employee Alias. The only option is employee first name. If my legal name is Antonio that is what we put in the employee file first name section. I go by Tony so we have Tony in the Alias section of …
Automated Email:Settings and Available Place Holders Read More »
Would like to be able to select an option (tab) to turn off or on to be able to show or not show inventory parts on any forms we send to our customers using mobile. We sell services or group items and do not sell inventory item parts. This would also allow us to be …
Currently we are only able to show signature in TOM from an invoice. I would like the ability to be able to see the signature in the TOM platform from an estimate without having to log into Mobile estimate to see if a customer approved the job.
Would like to have the Invoice/Sale/Credit/Estimate as an option on the side schedule board list. This would be a nice feature to be able to select and see what has been sold or estimated on a particular day on the schedule board. I love that we have so much ability to drill down into so …
The investment guide categories should not list inventory parts it should only show services. What we have done to help not select a part when pricing a job is we added a * in front of the category name and made the category name all caps to identify it as a price book category and …
Add selection box for customer name. Would like to see an improvement with the Reminders List. When a customer calls and approves a job our dispatchers will put in a contact log and reach out to the sales person to remind them to order materials. The dispatcher will also put that they reminded the sales …
Currently estimates do not show who estimated the job on estimates in mobile. On the pdf that gets sent out we have no idea who made the estimate unless we look up the customer history. Would like to add the estimators name on the mobile estimates.
