Currently if you select the employee list to show in mobile the user can see everything in the employee file. I would like the ability to maybe have another setting to only show employee name, phone number, title and email address. Not sure if this could be a setting that you select in TOM that […]
Employee List In Mobile Improvement Read More »
In Mobile we would like to add a preference for the Add Items button that is like the Add Services options. When the technician is searching for inventory items or other items that are not service type, we do not need to see the flat rate task items. This slows us down and forces us
Do not need to see Service Items in the Add Items Selection Read More »
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
Mobile Home Screen Company Name Read More »
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.
Batch update estimate status Read More »
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.
Asset Document Links Upload Feature Read More »
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
Mobile Form Settings (Inventory) Read More »
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.
Show Signature in TOM Estimate Read More »
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
New Schedule Board Sales List Feature Selection Read More »
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
Investment Guide Categories Read More »
