Work Order Stage – Permissions
We would like to see the ability to restrict the Stage field on Aptora Mobile
Items in Form Builder
A discussion has been taking place on Facebook in regards to adding the ability to select items from the item list in Form Builder.
Prevent Emailing from Mobile
Is there a way to prevent techs using mobile from sending a WO, Invoice, or other email to a specific customer in the field? Is there a setting in TOM that would prevent email abilities for a certain customer from Mobile? This could be checked when setting up the customer so all emails originate from …
Offline Mode for Mobile
We have noticed an issue with our techs that they will loose cell reception and still be in a work order. They will fill everything out in their notes and go to save but without reception it does not.
Timesheet Earning Item
In Mobile security is either granted or denied to the advanced tab on Manual Timesheet entry. Is it possible to have the Earning Item on the time entry tab? This would make it easier for the field techs to be able to select their vacation or PTO time. Right now the supervisor has to go …
Remove Software Update in Mobile
We have noticed that all our mobile users are now being notified on their home screen that a software update is available for the server side of mobile. Our field users do not need to know this. The people who control the updates and have support site logins get notifications from Aptora. There is no …
Client PO in History
Our Commercial Industrial customers mostly work off their PO numbers for jobs. We can see the client PO in each work order but it would be nice to have a column in history under work orders for the Client PO. When they call in they only reference their PO number and not our work order …
Remove Duration arrows on work orders
While in mobile our techs are complaining that when they swipe they are inadvertently changing the time duration on the work order. Can this just be a fill in box and remove the arrows?
Edit of Parent not affecting Children
Please add the functionality of editing the parent account details like Company Name and DBA Name to auto Filter or an option to apply to all children. We had a company change their name and now have to update 200 children accounts to reflect the new name.
Estimate to Sale
We utilize SOM and estimates. When an install estimate is accepted we will typically turn the estimate into an invoice to bill the customer as Aptora training says. But when a customer comes in to pay cash or check we turn the Estimate into a Sale since it is cash in hand again per Aptora …