Feature Requests Submissions
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- 2PO In sales tabWhen your in the Customer History under the sales tab, can you please add the PO field listed on the invoice.You need to login to contribute.
- 2Employee List In Mobile ImprovementCurrently 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 n... Read more...You need to login to contribute.
- 2Map Code (Tax Location) Column for Timesheet ReportsPlease add a map code column to the timesheet report that shows the map code for that work order on each entry.There is already 1 offer to contribute a total of $250.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Tim: $250.00
- 2Do not need to see Service Items in the Add Items SelectionIn 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 typ... Read more...You need to login to contribute.
- 1Add a work address city column to timesheet reportCurrently the timesheet report doesn't have any columns representing the job location. For the purpose of exporting and importing the report to a payroll service, having a column to represent the tax ... Read more...There is already 1 offer to contribute a total of $250.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Tim: $250.00
- 2Non inventory items calculated in COGS for job costingCurrently only inventory items are calculated when working through job costing. After speaking with a technician we discovered no matter the settings TOM does not calculate the cost of non-inventory i... Read more...You need to login to contribute.
- 1Add a work address city column to timesheet reportCurrently the timesheet report doesn't have any columns representing the job location. For the purpose of exporting and importing the report to a payroll service, having a column to represent the tax ... Read more...There is already 1 offer to contribute a total of $250.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Tim: $250.00
- 1Markup Non Inventory in MobileMay we please add auto MarkUp for non inventory parts purchased in the field. Tech enters Cost in the Price Ea field because there is no other option, then tech sells part at cost not including any ti... Read more...You need to login to contribute.
- 2Maintenance Items TabTo increase productivity and efficiency for maintenances, it would be ideal if we could add a tab to the Aptora Mobile app. An additional tab on main screen of each site that list the total amount of ... Read more...You need to login to contribute.
- 1Field Estimates Work FlowThe option building/estimate/presentation work flow for AMII could use a workflow refresh, especially for those who present several options in the field that are comprised of several group type items.... Read more...There is already 1 offer to contribute a total of $2,500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Michael: $2,500.00
- 1Pull timesheets per specific work orderI would like to propose the feature of being able to pull all time sheets for every employee directly off of one work order. Currently we have to run a report to pull time sheets per customer but th... Read more...You need to login to contribute.
- 2Easier ID of Equipment Out of ServiceThis is intended for quicker/easier assessment of the customer's equipment list. When marking "Yes" or "No" as to whether or not a piece of equipment is "In Service", the system could somehow differen... Read more...You need to login to contribute.
- 1Need access to MARKUP lists in Work Order Items NOW! LOLSo we often buy LOTS of non inventory parts and set up everything in the Work Order Items list. We do this so changes can be made in mobile, but mobile does not have the ability to add markups of any ... Read more...You need to login to contribute.
- 1Found Work Around for Non Inventory Work Order items NO MARKUPFollow up to my last idea to include Markup capability to non inventory items added to Work Order so further editing can be done in MOBILE before invoicing and tech wont need to sit in truck with a CA... Read more...You need to login to contribute.
- 1FAVORITES FOR EVERYTHING with KEYBOARD SHORTCUTSKeyboard shortcuts CAN DO JUST ABOUT EVERYTHING for FAVORITES! No need to change the GUI of TOM or make any menu modifications, just some simple internal scripts for keyboard shortcuts like CONTROL T ... Read more...You need to login to contribute.
- 1ADD Keyboard shortcut list to TOM desktopThere are some great current keyboard shortcuts, would be great to add that list to the TOM desktop so it becomes memorized and accessed easily without having to spend to to locate the list, used to s... Read more...You need to login to contribute.
- 1One Approve & Print ButtonQuestion about the new platform... Currently to create a Sale or Invoice and getting it to print takes forever. You have to Menu-Save, Menu-Approve, Menu-Print. When a customer is waiting for their r... Read more...There is already 1 offer to contribute a total of $1,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Heidi: $1,000.00
- 2FAST simple Mobile Notes Select by CategoryI believe this recommendation would increase efficiency of MOBILE NOTES> ADD DESCRIPTION by adding the option to drill down the same exact way as in currently done in HOME>MASTER LIST>TASK DE... Read more...You need to login to contribute.
- 2Invoices with Serialized itemsI would like to add a feature that when using serialized items in an invoice, you must choose the serial number before it will let you save/process the invoice. Currently this feature only applies to ... Read more...You need to login to contribute.
- 4Sorting items on an invoiceAdd the ability to sort items already entered on an invoice by the item or description field. This would be useful on larger or In-Progress invoices to identify missed or duplicated items. Or on all i... Read more...You need to login to contribute.
- 1Export/Import timesheets between companiesTHIS REQUEST is for the ability to export/import timesheets between companies. “On advice of tax and legal liability council" we now have a 2nd company ("LABOR”) that provides all manpower, pays empl... Read more...You need to login to contribute.
- 4Email Route PreferencesDesignating multiple contacts on an account to receive estimates or invoices would be helpful. We have many clients that want to be cc's on estimates or have invoices go to a different address. This... Read more...You need to login to contribute.
- 7Multiple Technicians assigned to one work orderMy idea is to add the feature to add multiple technicians to one work order. Currently if we do a multiday/multi week job that has multiple technicians on it we have to duplicate the work order for e... Read more...There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Gene: $500.00
- 2There is already 1 offer to contribute a total of $250.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Kevin: $250.00
- 4digital signatures on proposalswould be great to have the ability for customers to digital sign approval on proposals sent from TOMThere is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Kevin: $500.00
- 1Create Time Card feature linked with Job Cost featureThe stopwatch feature can only be used for job costing. If there was a feature to allow technicians to clock into idle time, appointments, lunch break, etc, then the stop watch feature could be used ... Read more...You need to login to contribute.
- 1Remove "Amount Due:" on Signature PaneWe have commercial customers that do not want the site employees seeing billing information such as the amount due. Would like an option to not show the amount due on the signature pane of the work or... Read more...There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Nicholas: $500.00
- 1Ability to add our Company Name on the Home ScreenI 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 ... Read more...You need to login to contribute.
- 1CPO on Service AgreementNeed to have a CPO field on the service agreement that would transfer to all work orders made from that service agreement.You need to login to contribute.
- 1Job Cost Overview Report to include ALL employer liabilitiesThe Job Costing Overview report is Aptora's recommended job costing report. There is an option on the employer liability setup to "Job Cost". However, the Job Cost Overview report does NOT include... Read more...You need to login to contribute.
- 1ACA ReportA report for that shows how many fulltime/fulltime equivalent employees you have each month is needed to determine, for the IRS, if you are an ALE employer or not. Any large employer would like this... Read more...You need to login to contribute.
- 3Copy estimatesWould like the ability in Mobile to be able to copy an estimate from one customer to anotherYou need to login to contribute.
- 1SHORT DATESimple request, but please make it where we can just put the 2 digit year instead of the 4 digit year --- i.e.: for 2023 we can put 12/14/23 instead of 12/14/2023. I know it's only 2 numbers but when... Read more...There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Heidi: $500.00
- 9Make Aptora Mobile Automatically a Step-by-Step ProcessMy idea is to make the work order a step-by-step process to make it easier for the technicians. Here is the format: 1. The technicians click the work order 2. The technicians click en route, worki... Read more...There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Aptora: $500.00
- 2Associate work order to sales opportunityplease add a way to associate a work order to a sales opportunity. Currently no way to see that sales op has been created. you can see all other transactions from a work order history such as Purcha... Read more...You need to login to contribute.
- 3Cancel an appointmentIt would be nice if you could cancel an appointment just like you can a work order. Some users don't have the ability to delete the appointment. So cancelling it would be nice to do.You need to login to contribute.
- 1YTD for all earning codes combinedWe have multiple earning codes. Our employees are frustrated because there is not a total for all earnings on their pay stubs. There's a total on the "Print Preview Pay Stub", but not on the actual p... Read more...You need to login to contribute.
- 5multiple push notificationsrequest the ability to add multiple recipients to automatic email, text feature.There is already 1 offer to contribute a total of $0.50 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Kevin: $0.50
- 3Mobile Notification for Lost Internet ConnectionPlease add a notification to the mobile application notifying of lost internet (data) connection. This will help with technician frustration levels as currently the application just sits and spins. ... Read more...You need to login to contribute.
- 5Shift+Enter Line Break in Item DescriptionsCurrently in work orders, under the items tab, when editing an item description, using the key combination shift+enter does not give a line break. I would like for the ability to add line breaks in... Read more...You need to login to contribute.
- 5Auto Email by ChoiceWhat we're asking for today as a new feature is a way to show: We DO want the Customer to receive the reminder that we will be to their house for the system replacement, but we DO NOT want them to rec... Read more...You need to login to contribute.
- 2Payroll Amount BreakdownWe would like to be able to see the amount being paid to the employee broken down. For instance if you click on the total amount in a payroll summary report, it just takes you to the check, which does... Read more...There is already 1 offer to contribute a total of $1,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Amanda: $1,000.00
- 7Inventory Transfer Directly from EstimateTo reduce the requirement to re-enter line items into an inventory transfer we would like to have a button on the Estimates the same as the "Reserve Items" button to load the inventory transfer form. ... Read more...There is already 1 offer to contribute a total of $1,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Bob: $1,000.00
- 2Change Hire Date to Start DateWe would like to change all of the places where "Hire Date" is listed to "Start Date". Since start date and hire date are often different dates, we would like to change the software to reflect an empl... Read more...You need to login to contribute.
- 3Auto update terms and tax info for sub customersWe have many commercial customers that have some times up to 20-40 different locations (sub customers.) We would like a feature that would automatically give the sub customer the same terms and sales... Read more...You need to login to contribute.
- 5Overtime warning message turn off buttonIt would be nice if you could turn off the over "40 hours" warning. I have overtime earning codes in place but I still get this message.You need to login to contribute.
- 3sort tap in processing checks with multiple invoiceswe would like to be able to sort invoices when processing a check currently you are able to sort by all the other options except the invoice number we have over a thousand invoices on each check and i... Read more...You need to login to contribute.
- 3check processingWhen processing a large check with multiple invoices I can sort by everything other than the invoice number is there a way to make it that we can sort by the invoice number. Is there a way to be able ... Read more...You need to login to contribute.
- 3sorting by invoice when processing a paymentwhen processing a check with multiple invoices the only spot not able to sort is the invoice number. It would make this process a lot easier if we could sort by invoice number as that is the way i rec... Read more...You need to login to contribute.
- 3Batch update estimate statusWe 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 backlo... Read more...You need to login to contribute.
- 3Change pager to gate codeMay I make a suggestion? I was trying to figure out where to put gate codes from communities so they would be permanent on the customers records so we didn’t have to ask every time and it would appear... Read more...You need to login to contribute.
- 3You need to login to contribute.
- 5Work order featureWe would like for there to be a section within the notes tab on all work orders for mandatory repairs and recommended repairsYou need to login to contribute.
- 1Document manager scanning intergratuionYour document management system is nice, and pretty full featured, but it would be nice to when you go to attach a document, you could chose either attach from folder, or click a button that would up ... Read more...You need to login to contribute.
- 0Escape KeyFor those of us that came from quickbooks. Having used it for YEARS, we are used to certain things. One of the more convenient things was, no matter what list, window you were in, you could hit the es... Read more...You need to login to contribute.
- 4Asset Document Links Upload FeatureWould 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 Veh... Read more...You need to login to contribute.
- 1Add Cell Phone Field to all Important listsThe Cell Phone field which total office manager uses to auto text customers needs to be a header found in all important lists. Please add it to Customer Equipment List, Service Agreement List Work... Read more...You need to login to contribute.
- 2TEXT customer base for marketing purposesI enjoy the auto text feature the customers receive for appointments/WO reminders, etc, But I would also love to be able to text customer groups occasionally about promotions going on from inside TOM ... Read more...You need to login to contribute.
- 2Cell phone and e-mail on main work order MobileOn Mobile - when you open work order to see additional phone numbers like the cell number and the customer e-mail you have to click on customer, then go to contact info tab. We are in a rural area an... Read more...You need to login to contribute.
- 1Update Price in Already Created Work OrdersWe are changing service agreement pricing and probably half of the work orders are already created and have old price - there is no way currently to update the pricing in the already created (like 750... Read more...You need to login to contribute.
- 9Work Orders StatusI'd like to suggest the ability to either change the status types, and/or the ability to add. Being able to do that would offer us greater range of colors on the calendar, allowing us easier color cha... Read more...You need to login to contribute.
- 1Batch Update of Purchase OrdersIt would be beneficial to be able to batch update the stage for Purchase Orders as I would prefer to be able to change the stage to "Complete"You need to login to contribute.
- 3Customer Account UpdatesBe able to update an existing customer account name, contact info, and email without it changing the prior account history. This way all work history can stay on one account and everyone can see which... Read more...There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Athena: $500.00
- 21099 NEC PrintingCurrently 1099 NEC does not print legibly in the IRS form nor any standard form from supply stores. Could you please submit a request to Aptora for this.You need to login to contribute.
- 1Memo line deletionYou have a bad design on your Transaction Details Report. (Maybe other reports) When you click the "Include Transaction Memo" box the Report is returned with the memos on the memo line. When the box i... Read more...You need to login to contribute.
- 1Choosing Multiple Vendor Specific POs From EstimateWhen inside an estimate, when you create POs, currently you can only choice "single" or "preferred" - if you have 10 vendors on your PO, "preferred" opens 10 POs. It would be great if we could chose ... Read more...There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Heidi: $500.00
- 1Bill Date vs Receive DateCould we get two dates on a bill. The receive date doesn't always correlate to the bill date. The receive date is of course when it's received and then a bill date to be entered (matches receive dat... Read more...You need to login to contribute.
- 1Adding Client PO To Visible WO LayoutWould you please submit a request to Aptora and see if they can add the Client PO to the visible fields on a work order? We have no way of seeing the dollar amount on the jobs without having to open t... Read more...You need to login to contribute.
- 2Streamlining inventory countsWould like to see the development of a dedicated inventory count module (in a lightweight or mobile version) - whereby you can scan a part using a bar code scanner (or search for it by name, category,... Read more...There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Michael: $500.00
- 4Mobile work order countIn mobile, even if you have it set so that the technician can only see 1 work order at a time, they can still see a count of how many work orders they have outstanding for the day - this needs to be t... Read more...You need to login to contribute.
- 2E-mail templatesI want the ability to change what the e-mail template for statements and invoices say. I go to create statements (or invoices), click on the customer and click e-mail and a template comes up. I want ... Read more...You need to login to contribute.
- 1Printing Schedule BoardsWould love to be able to print schedule board for the service board as well as be able to expand and minimize the columns.You need to login to contribute.
- 4Adding a feature to Inventory Review/Adj for warehouse physical counts on the Front-endCurrently, the Inventory Review/Adj feature is ridiculous to use unless you have one item you're adjusting (I still don't use it for that as the Non-serialized items is more convenient to do an indivi... Read more...You need to login to contribute.
- 4Invoiced indicator on work orderwhen looking at a work order, if you could add a Line item under Open PO that says Invoiced and then in the box it would indicate yes or no so you can see if there is a invoice for this work order wit... Read more...You need to login to contribute.
- 3Work Order TransferCan a modification, enhancement or feature be created for us to transfer items on WO or Estimate from 1 warehouse to another warehouse or Truck Stock? Right now you have to transfer it using line by... Read more...You need to login to contribute.
- 2'Date Last Purchased' filter for Invoice Items ListCan you please create a 'Date Last Purchased' for the Invoice Items list? It would be super helpful for updating retail prices only on for recently purchased items.You need to login to contribute.
- 1You need to login to contribute.
- 2Message Customer Button on Work Orders for Aptora MobileI know Aptora has a feature to text the customer when the technician changes the work order status to 'En Route', but there are instances where we don't always want this to happen. It would be more us... Read more...You need to login to contribute.
- 3Schedule Board MapPut a way to click one spot and drag to another to know how long it would take to get there. Like a GPSYou need to login to contribute.
- 2You need to login to contribute.
- 1Auto discounts for additional taskOne problem I am seeing know is that when I use the automatically use additional task discounts, it shows the discount for each additional task, can that feature be turned off? I would like to show th... Read more...You need to login to contribute.
- 2Would like to limit access to the 'Date' field of an Estimate for Weekly ReportingWould like to limit access to the 'Date' field (top left) of an Estimate so that only certain people can input/update this data. The reason is, we report weekly how many Estimates are Awarded and thei... Read more...You need to login to contribute.
- 1Journal Entry Document LinksIt would be nice to be be able to document a journal-entry (Journal Entry List). There may be one or more involved spreadsheets to document a journal entry, so being able to attach the spreadsheet to ... Read more...You need to login to contribute.
- 3all pop up notes pop up on all customersWe would like all pop up notes on all customers to come up without having to go into each profile and check off all 3 boxes for the pop ups. Can you make a formula in our system to make that happen a... Read more...You need to login to contribute.
- 2Batch Update in PO ListHello! Wouldn't it be super helpful to be able to batch update PO's in the PO List so we can close a bunch at once? Other helpful batch fields for PO's would be departments and stages.There is already 1 offer to contribute a total of $300.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Mathew: $300.00
- 2Input quantity for WO itemsIt would be a time saver to be able to input item quantities on mobile when adding items to a Work Order. As it is, you add the items, hit back, and then edit (and don't forget to save) each item... A... Read more...You need to login to contribute.
- 1Multiple BCCs on Mobile EmailsIt is helpful for our office staff to get emailed copies throughout of Work Orders and Invoices Sent to Customers. Currently there is a spot to BCC ONE email, but we would like to have the emails go t... Read more...There is already 1 offer to contribute a total of $300.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Robin: $300.00
- 3You need to login to contribute.
- 7Automatic Invoice RemindersAbility to set schedules for sending automatic reminders for open invoices with templates based on the age of the invoice.There is already 1 offer to contribute a total of $2.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Donna: $2.00
- 8TOM payment linkAbility to have a payment link for invoices sent from TOM to be paid as they are in mobile.There is already 1 offer to contribute a total of $200.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Craig: $200.00
- 2View Technician's Notes on Work Order ListCan you add the option to view Tech Notes as a Column on the Work Order List? It would be great to be able to look at the day's calls and quickly review what was done, all in one place.There is already 1 offer to contribute a total of $50.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Robin: $50.00
- 1SA dates on pop-up notesWe use the pop-up notes on every customer. We would like for it to have the customers SA dates at the top under name and number, so that way there isn't 2 other clicks to get to the customers SA agre... Read more...You need to login to contribute.
- 7MAP Option to display unassigned callsWe would like an option to display unassigned calls on the map so that we can see the proximity of calls to active calls. Also we would like the option to drop completed calls from the map as they ar... Read more...You need to login to contribute.
- 5Automatic CC on client emailsIt would be very helpful to be able to add a CC email address to a client's file so all the contacts get the correspondence.There is already 1 offer to contribute a total of $1.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Kevin: $1.00
- 1Allow the Ability to Disable Overdue Warnings on Aptora MobileThe Reason for this would be to remove the ability for techs to see how many general calls they have on them for the day , As once any call set on Aptora mobile has been on a tech for longer then 60 m... Read more...You need to login to contribute.
- 1Add Name and Email to Mobile WO and InvoicePlease give the option to display Customer Name and Email on Mobile Work Orders and InvoiceYou need to login to contribute.
- 1MOP Automation for Cash DiscountsWe offer a cash discount. It would be awesome if when the Tech selects the method of payment, an item for cash discount (if applicable) is added to the invoice.You need to login to contribute.
- 7Showing Cost on Work OrdersCan we please see the cost column for items on the WO. There are so many costs that either get missed or the cost accidently goes into the price column. This is absolutely needed!There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Heidi: $500.00
- 1viewing inactive customers in MobilePlease make it possible for the technicians to view ALL customers in Mobile. Both active & inactive. As a 74 year old business we have a great deal of work history & a considerable customer ba... Read more...There is already 1 offer to contribute a total of $100.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Liza: $100.00
- 1Paychecks on Bills ListWhen using outside payroll service and posting the paychecks it goes thru vendors Bills. Can you direct the outside payroll service checks to Print Paychecks so they do not show on the Bills List as a... Read more...You need to login to contribute.
- 1Hide payroll bills from outside payroll serviceAnyone who has access to view the bills list can see payroll information. Can you change the feature to Print Paychecks instead of sending the posted payroll to the Vendors Bills? Too much inform... Read more...You need to login to contribute.
- 1employee list modification in mobileplease add the ability to modify/add/change available employee fields in mobile. Field staff need the ability to access real time info for peer contacts. Currently, we utilize a phone system that al... Read more...You need to login to contribute.
- 2Add the Asset Number to PO and Bill History ScreenWe have a specific sku used on a PO when something is being purchased as an asset of the company. When that SKU is used, my purchasing manager creates the asset on the PO (Very convenient BTW) and now... Read more...You need to login to contribute.
- 3Mobile Tech as Sales RepsIn past versions, the invoices created from mobile used the technician as the sales rep. Now it uses the sales rep assigned to the customer. Please use the mobile technician as the sales rep when crea... Read more...There is already 1 offer to contribute a total of $1.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Kevin: $1.00
- 2Overdue workorder countOn mobile, I would like to be able to turn off the count that says how many overdue work orders each technician has. Right now we can turn off access to work orders beyond the one they are one, but i... Read more...You need to login to contribute.
- 3work order reimbursableshould have the ability to ad reimbursable items to a work order and not just an invoice.You need to login to contribute.
- 3insert invoice itemsability to insert line items on an invoice. presently you can only add new items to the last row of an invoice.You need to login to contribute.
- 1We would like an alternative method to document what items were used.Please Note: Aptora Edited The Original Post for Clarity: We realize that inventory material does come out automatically if invoiced properly, but for inventory purposes it would be nice to have a ... Read more...You need to login to contribute.
- 1Filter option on Time Off History ReportPlease add a filter option for Time Off History Report that will filter out obsolete Time Off/or unneeded Time off itemsYou need to login to contribute.
- 3Priority displayed in mobileThe update took away the techs from being able to see the priority displayed without having to open work orders. We used it all the time in the fieldThere is already 1 offer to contribute a total of $200.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Shelley: $200.00
- 2Workers Comp ReportingCurrently the Workers Comp Report only includes data for employees utilizing timesheets. It would be great to have it calculate all hours/wages for all employees, including salary/exempt employees so... Read more...You need to login to contribute.
- 1Receiving payments- adding option to include addressWhen receiving payment, having the option of adding a column to show work address. We have builders that have 500+ sites and sometimes their payment stubs only shows the working address, not the site ... Read more...There is already 1 offer to contribute a total of $200.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Shelley: $200.00
- 13Work Order Time StampIt would be very beneficial to have a time stamp of when a work order was first created. It would also be helpful to see the time stamps for each revision of a work order.You need to login to contribute.
- 21099-NEC 3-UP (Three on a page)Dear software department: Please create an option for three 1099-NEC on a page. According to our office supply rep they do not make two on a page 1099-NEC forms which is the only forms your software ... Read more...There is already 1 offer to contribute a total of $1.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Shelley: $1.00
- 2Work Order Stage - PermissionsWe would like to see the ability to restrict the Stage field on Aptora MobileYou need to login to contribute.
- 5Items in Form BuilderA discussion has been taking place on Facebook in regards to adding the ability to select items from the item list in Form Builder.You need to login to contribute.
- 9Inactivate Certain Automated Text MessagesCurrently, all text messages are either on or off. You cannot "inactivate" one of the messages like you can for emails. Can you add this feature? Customers are texted when the Tech is En Route, Workin... Read more...You need to login to contribute.
- 3Ability To Make A Copy Of An Assembly ItemI would like to create a new Item Assembly by copying an existing Assembly Item because the information and Bill Of Materials is almost identical. Similar to the ability with an Inventory Item.You need to login to contribute.
- 10DOC LINK Forms to Auto Save and Auto Generate in MobileDOC LINK Forms to Auto Save and Auto Generate in Mobile - Without having to hit generate PDF on the printer icon everytime. Techs get in a hurry and forget to hit generate 2 out of every 20 fromsYou need to login to contribute.
- 5Paycheck Stubs on Mobile AppOur Company is almost 100% paperless and I would like for our Employees to have access to their pay stubs in the mobile application rather than having to print them!There is already 1 offer to contribute a total of $100.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Heather: $100.00
- 11Favorites Feature on Custom Data ViewHello I would like to request a "Favorites" or "Often Used" feature in the Custom Data View Reports. I have to scroll half way down for a report I use every day and to the very bottom for another that... Read more...You need to login to contribute.
- 1Prevent Emailing from MobileIs 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 ... Read more...You need to login to contribute.
- 13Company Preference to Make WO Type a required field on WO.Can you add a Required field option for WO Type? For us it is a must and filters and workflows depend on someone picking a type. Currently, you can save with the field blank. Please make it an option ... Read more...You need to login to contribute.
- 3Amazing Idea - Autofill Detailed Description based on WO type selectedThe detailed description box on our work order is very important. (as it is for every TOM User) It describes all the ins and outs of the work order. Sometimes questions get missed when a work order i... Read more...You need to login to contribute.
- 2Make Work Order Private/Tech Notes Growable/Scalable Window in TOM.Can you please enhance the work order form to have a scalable note field. We tend to have a lot of notes that are crammed into a tiny note box. I would like to see the note field expand and fit the wi... Read more...You need to login to contribute.
- 6Item Reservation List1.) Allow the user in TOM to use the "Reimbursables list" in the work order forms. Many times adding reimbursables to an invoice is too late in the process as the techs have already performed the work... Read more...There is already 1 offer to contribute a total of $1,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Michael: $1,000.00
- 6“Inventory Replenishment” form by warehouseAdd a filter to the "Inventory Replenishment" form to so that it can look at inventory on hand, the min/max/reorder point, sales activity, etc. on a per warehouse basis. This will help generate invent... Read more...There are already 2 offers to contribute a total of $4,500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Michael: $3,500.00
- Tony: $1,000.00
- 11Included brief description and detailed description notes in customer history note field.I think it would beneficial to every company to have all the notes fields included in the work order tab of the customer history screen. In order to see the original purpose for going out on a call, y... Read more...There is already 1 offer to contribute a total of $250.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Heidi: $250.00
- 7Equipment shortcut from Customer ListCreate "right-click" shortcut to view Equipment from Customer List. Also, have "Year Mfr" be viewable from the equipment list. Goal is for office to know age of equipment quickly to know if they s... Read more...You need to login to contribute.
- 13Ability to see who is scheduled with the Work OrderWould be great if on the mobile version the technician could see who is also scheduled to be with them on the job and what time. Would be great if the GeoTracker app would show which Lead technician ... Read more...There is already 1 offer to contribute a total of $1.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Dan: $1.00
- 5Enhancement Request - Deposit Payments - Ability to Drill Back on an itemEnhancement Request - Deposit Payments - Ability to Drill Back on an item, instead of having to go out and into Accts Receivable items - ThanksYou need to login to contribute.
- 4Closing multiple PO's at one timeI recommend entering a feature request to allow for bulk closing. Currently closing a PO must be done one at a timeYou need to login to contribute.
- 5Bulk Uploader in Mobile IIIt would be great to get a bulk uploader in Aptora Mobile II that allows us to select 25-75 files and before they are uploaded show a preview as well as allow us to tag or change the description of th... Read more...There is already 1 offer to contribute a total of $200.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Laura: $200.00
- 6Statement payment linkWould like the ability to include a payment link when sending statements from TOM similar to the invoice payment link in Mobile.There is already 1 offer to contribute a total of $200.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Laura: $200.00
- 10Document ManagerFirst need to be able to customize the File Name and Alias. This could be an option when setting up forms or creating links. Choose what you want to include in file name such as: WO#, Cust Name, WO De... Read more...There is already 1 offer to contribute a total of $300.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Tina: $300.00
- 3GEO TIMENeed to use GEOTIME for our crewman. Crewman do not need to access mobile. The need to be able to use a 4 digit pin to login. Select the location/work order they are at for the day and hit Working/... Read more...There is already 1 offer to contribute a total of $1,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Tina: $1,000.00
- 5Completion Date for Work OrdersNeed to know the exact completion date. This could be a prompt for a date when completing work order. Currently there is no way to know the exact date of completion. It should be the date scheduled... Read more...There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Tina: $500.00
- 1Financial history total in CustomerJob and Sales Opportunity list fieldsIn addition to the balance and total balance, I would like to see the historical total of sales for the customer jobs list. I want to know how much a customer has been billed out for without having to... Read more...You need to login to contribute.
- 5Cheque TypesREALLY REALLY be nice to have more options on the pay vendor screen, like etransfer or EFT AND also beable to "unprint" in that screenYou need to login to contribute.
- 3Sales Opportunity ImprovementAllowing mobile users to see the stage of their sales calls. When they are updating their stages they cannot see the stage for the customer unless they go into the customer. It's not very productive i... Read more...You need to login to contribute.
- 2Emailing A Sales Opportunity To Sales Person - Show Work AddressCreating a Sales Opportunity and tagging the Work Address however when sending an email from the Sales Opportunity Menu it populates the Bill To Address. This email to the sales person needs to reflec... Read more...You need to login to contribute.
- 2Pin Job's/WO'sWould like to be able to "pin" Job's, WO's, List that we commonly use to the information Center. Similar to File ExplorerYou need to login to contribute.
- 4Applied Job BurdenCan we create an option to apply overhead burden to invoices and jobs based off a fixed dollar amount per labor hour charged to that job/work order i.e. charge $40 of overhead per labor hour expended ... Read more...There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Michael: $500.00
- 6Retail Price UpdatesWould 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... Read more...You need to login to contribute.
- 1Item RepairI would like to add (Create Item Repair) to be generated from an excising POYou need to login to contribute.
- 3Reminder Email - Time Slot ScheduledCurrently reminders go out 12PM the day before. I already have a request and understand there may be a change adding the ability to change the time it is sent. This is a different request to add "Time... Read more...You need to login to contribute.
- 6Automated Text - Ability to Inactivate/Activate Text OptionsThere are four different text message options available to auto-send to customers; we really only have the use for one. Please make it possible to inactive/activate any necessary automated text messa... Read more...You need to login to contribute.
- 1DIscounts always show as 1 on progress billingsI would like the discount to show 50% if you have a 50% billing and not 1 as it shows now.There is already 1 offer to contribute a total of $50.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Joan: $50.00
- 2Mark Up TablesWould 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 ... Read more...You need to login to contribute.
- 8Separate client emails for work order and invoice notificationsWe 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/M... Read more...You need to login to contribute.
- 8Add Quantity Adjustment to the Add Items Page on MobileIt would be tremendously helpful if we could have the ability to add a quantity at the same time as adding the items using Mobile. It would reduce a step as well as allow our technicians to see the d... Read more...You need to login to contribute.
- 5Mobile Push NotificationsMobile push notifications were available in one of the older version of mobile, and were referenced in the product manual. Is this something that we could look at bringing back?You need to login to contribute.
- 8Require WO Type PreferenceWOuld be helpful to be able to require a WO Type be Selected similar to how a department is required. Some Reports don't seem to list WOs with no typeYou need to login to contribute.
- 4Stage request for mobile invoicesCan you please add the stage filter option for the invoice search module. I would like to be able to select invoices by stage. Or add Stage column on Invoice list on Mobile II.You need to login to contribute.
- 2Add "Lock Price" to "Item" import or add a batch lock/unlock for inventory itemsI would like to be able to batch "Lock and unlock" the price of inventory items. One of two ways will work for me. 1. Add a "yes or no" column to the importer so the items can be updated 2. Add a batc... Read more...You need to login to contribute.
- 2Timesheet Earning ItemIn 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 tec... Read more...You need to login to contribute.
- 6ZONE WORK ORDERS on the Schedule BoardThis is one idea for zoning but open to suggestions. Zoning Zip Codes by Color Groups. If these five zip codes = Blue Work Orders on the Schedule board your call taker would be able to quickly see whe... Read more...There is already 1 offer to contribute a total of $5,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Amanda: $5,000.00
- 2Remove Software Update in MobileWe 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 p... Read more...You need to login to contribute.
- 12Form Builder Enhancement (TOM Mobile)Form Builder in Mobile: I don't see where I can require the form that I build to be filled out for a select Work Order Type that I choose? so it doesn’t allow the tech to change the status of the WO ... Read more...There is already 1 offer to contribute a total of $1,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Amanda: $1,000.00
- 3Enter (New Customer Details) from Scheduling WizardLove the idea of Scheduling Wizard. But for our gals on the phone to stay in one place while taking the phone call, they need to be able to enter (New Customer) details as well. Right now it only allo... Read more...There is already 1 offer to contribute a total of $1,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Amanda: $1,000.00
- 2Add Date Selector to the Contact Logs in Total Office ManagerI use the Contact Logs extensively and often want to view entries based on a date range. This is especially important when using the employee contact log because I have specific topic filters that I ... Read more...You need to login to contribute.
- 4TOM Contact LogRight 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... Read more...You need to login to contribute.
- 4Client PO in HistoryOur 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 Cl... Read more...You need to login to contribute.
- 3Exclude Any Item from the Markup TablePlease give the ability to exclude any item from the markup table. When the item is excluded the price would be determined by the retail amount on the item level. This could be done with a check box... Read more...You need to login to contribute.
- 51099 Reporting1099 - 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.You need to login to contribute.
- 1Journal Entry Import - ImprovementsPlease 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... Read more...You need to login to contribute.
- 5More Phone Numbers Flowing to Mobile II Work OrderThere needs to be more phone number options on the work orders in Mobile II. Two or both possible solutions would work here. 1. Have the contacts tab for the customer profile available in mobile II... Read more...You need to login to contribute.
- 3Approval ProcessI would like to see an approval process similar to the PO, Invoice, estimate process. This is to allow others in company to create but not use till approved by select persons.You need to login to contribute.
- 3Expiration Dates and Codes for Marketing TypesIt would be most helpful to associate expiration dates with a marketing type. This helps when multiple campaigns are in place. It would also be helpful to be able to assign a specific code like you ... Read more...You need to login to contribute.
- 5After Hours Service WO Time Sheets Tied to Specific Payroll ItemWould like to see a way to link after hours work orders to an overtime or double time payroll item through the time sheets. This could be done through the WO type being set to After Hours which would... Read more...You need to login to contribute.
- 1Alert for Mobile Purchase Order'sWould be great if you could be alerted when a technician creates a purchase order in mobile. And if it could automatically be emailed to a preset email (s) such as your parts manager. I can't find ... Read more...You need to login to contribute.
- 1Check stub alignmentIt would be really helpful if there was an option to align the check stubs and paystubs in your program. Printers do not have alignment features, at least not that I am aware of. Software programs u... Read more...You need to login to contribute.
- 1Automated Email:Settings and Available Place HoldersIn 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 f... Read more...You need to login to contribute.
- 6Track small Tools & Equipment that get checked out to WO'sWorking with Adam today to see how we could track assets like, small tools and equipment that get checked out for WO's upon request. How to check them in and out and know where they currently are at (... Read more...There is already 1 offer to contribute a total of $1,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Amanda: $1,000.00
- 1Auto Change Cust:Job on Purchase Order ItemsWe would like the ability to auto change the Cust:Job on all items in a Purchase Order if you change the Cust:Job in the Vendor Information section. This would be similar to the function currently av... Read more...You need to login to contribute.
- 3Add WO Stage to the static view on hoverPlease add the WO stage to the static view on hover right under the work order number. The stage field has been a game changer for many businesses using Total Office Manager and should be viewable whe... Read more...You need to login to contribute.
- 22% Net 10 DiscountI think the way that the program determines the auto discount is flawed there should be additional options to toggle on and off for the Terms when they are entered into the system as to what things th... Read more...You need to login to contribute.
- 2Edit of Parent not affecting ChildrenPlease 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 ... Read more...You need to login to contribute.
- 5Add customer phone # to hover pop-up on Schedule BoardProblem: On the New Schedule Board (NSB), the hover pop-up window for Appointments does not display the customer's phone number (see attached image), whereas on the hover pop-up for Work Orders, the ... Read more...You need to login to contribute.
- 8Custom Data View CheckerCan you please add the ability to sort or filter on the name and update yes or no columns? The list is getting pretty big and it would help. No a big deal though. I wanted to add it before we forgot.You need to login to contribute.
- 2Relocate Ordered By and Callback to Main Screen in AMIITo minimize clicks, it is helpful to see important information on the main screen of the work order. Can you get the Ordered By moved directly under the Duration on the main screen? Can we also relo... Read more...You need to login to contribute.
- 2COMMISSION MEMO on Commission Reports!WE RESPECTIVELY REQUEST THIS FEATURE ENHANCEMENT: INCLUDE THE COMMISSION MEMO ON THE COMMISSION TRACKING REPORT PLEASE. I've been advised there is currently no way to include Memo information input o... Read more...You need to login to contribute.
- 1Estimate to SaleWe 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... Read more...You need to login to contribute.
- 7ADD "SAVE & NEW" OPTION TO CUSTOMER EQUIPMENTWe think this used to be an option, but now can only "Save & Close". When entering multiple pieces of equipment, the "NEW" option would be must faster.You need to login to contribute.
- 1"Estimate Item Details” and "PO Item Details” reports in custom data view.I could not find an existing report, so if there is one let me know. I also reached out to tech support who replied there is not an option. I need both estimate and PO item detail reports. Similar... Read more...You need to login to contribute.
- 4Ability to See Start/Stop Time on Timesheets ListPlease add the ability to see the Start Time and Stop Time as columns on the timesheet list. This will help technicians see the times recorded when they do not have the ability to edit the entries.You need to login to contribute.
- 6Add Filtered Hours Total to Aptora Mobile IIWhen filtering the timesheets under the menu or the column, it would be nice to see the total hours for the filtered results. This view ability has been requested by several technicians.You need to login to contribute.
- 1Password Reset on next loginCan we add the ability to both TOM and Mobile that would force password reset on next login? Similar to how you can mange passwords in Office 365 and Active Directory.You need to login to contribute.
- 5Equipment user fieldsWhy can't we access user defined fields from the equipment screen on mobile 2?? i have filter sizes and such listed in those user fields on TOM, but techs have no access to these.There is already 1 offer to contribute a total of $1.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Suzanne: $1.00
- 6History “Show All Children” Option Instead of Entire FamilyWhen browsing history for customer, it would be nice to have an option in addition to entire family, to just show the children (not the parent) of a sub. We have master Parent (level1) that also h... Read more...You need to login to contribute.
- 1Lock the Unit Of MeasureAfter an Item is created and used the Unit of Measure should be locked (i.e. unchangeable). The issue is, when it is changed during use, the Item Rebuild does not track the history of the changes, an... Read more...You need to login to contribute.
- 2Contract Price Aliases for Estimates/InvoicesI have a suggestion that may help a lot of companies. We sell products to many different builders. The serialized equipment is on quoted contract prices that are good for several years. Each of these ... Read more...There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Bryan: $500.00
- 14Copy Estimate details to work orderOnce an estimate is awarded and we begin creating work orders to schedule the job details it is frustrating that the notes and details on the estimate must be copy/pasted onto each work order. It woul... Read more...You need to login to contribute.
- 1Inventory Rebuild - Local Admin PasswordAptora inventory goes sideways at points (still not sure why). General Journal list and then going to 'Rebuild Item Register'. This requires a password. This password is something that Aptora has. Thi... Read more...You need to login to contribute.
- 4Add Customer Equipment To Mobile II Work OrderWould like to have the Work Order in Mobile include the Customer Equipment Info when printing similar to printing it from TOMYou need to login to contribute.
- 3Install Date Field On Invoices That Populates Equipment Dates and Prints on InvoicesPlease add a date field that can be set as a semi-required field for "Install Date" to invoices (ie. a warning message that says "Install date is blank, please verify the install date is accurate."). ... Read more...There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Bryan: $500.00
- 4Automated Email Reminder Place HoldersCan we please add time slot promised? It would help when we are attempting to advise a customer of estimated arrival time. Thank youYou need to login to contribute.
- 3create an option for mobilewhen "stop time" is selected from a mobile work order. the default is that the "complete work order?" box is checked. Force the tech to choose whether to complete the work order or not. Or: give us... Read more...There is already 1 offer to contribute a total of $25.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Brad: $25.00
- 3Add Expected Date for PO to PO tab in Customer History.I would like to see the PO expected dates in the customer history screen for POs. We regularly use customer history for full snapshots but we have to open each PO to get the eta. Particularly with the... Read more...You need to login to contribute.
- 2Filter customers list by "last contact"I would like to see the "last contact" field that is currently in the Sales Opportunity list also added to the customer list as well. This will allow you to see the last time you contacted a custome... Read more...You need to login to contribute.
- 7Contact log in mobileWe would like to see when an email is sent from mobile that a contact log entry be made for that customer. Sometimes we do not know if the tech actually emailed the customer from the field or not.You need to login to contribute.
- 2Create / Edit Multi Day Work Order In Aptora MobileCurrently the only way to create a multi day work order is in TOM. It would be nice for an admin or manager to have the ability to create or edit multi day work orders in Aptora Mobile when they aren'... Read more...You need to login to contribute.
- 1Customer payment deposit locatorPlease add a right click feature in the customer payment screen for the payment history. Specifically to find the deposit that includes that customer payment.You need to login to contribute.
- 1Eliminate Vendor Requirement When Bar Code Scanning to Work Order & Inventory TransferNow that the Bar Code Scanning feature on an Invoice no longer requires choosing a Vendor it would be very beneficial if this ability is added to Work Orders and Inventory Transfer. Eliminating the n... Read more...You need to login to contribute.
- 5Company Preferences for EmailsWe would like the ability to format emails from TOM as we see fit. Specifically we want to include "NOT AN INVOICE" on emailed work orders. This is because our customer's keep paying work orders, r... Read more...You need to login to contribute.
- 2Modify Time for Automated Text MessageCan you update so we can change the reminders from 12:00PM to another time? We typically schedule our calls later in the day, so they are not assigned or scheduled until after 12 the previous day.There is already 1 offer to contribute a total of $100.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Robin: $100.00
- 2Sort Bar Code Labels When PrintingWould like the ability to sort Bar Code Labels by General Bin Field so when printing they appear on the label sheet in order of the General Bin. Currently they sort based on Item Name. Total Office Ma... Read more...You need to login to contribute.
- 3Be able to duplicate estimates in a work order on MobileWe would like to be able to make the biggest estimate for a customer, duplicate it and delete items to create multiple options quickly for the customer This functionality is available in TOMYou need to login to contribute.
- 2Ability to associate invoices to estimateThe ability to associate an invoice to an estimate. Assign to estimate similar to assign to work order. This would allow us to bill from the mobile work order and not have to recreate an invoice and o... Read more...You need to login to contribute.
- 3Add "Now" Button in Work Order for Adjusting Time in the FieldField team members using Aptora Mobile have to Edit their work order to adjust their time when they are "EnRoute" and again when they arrive at the jobsite and "Start Working". Please add a "Now" but... Read more...You need to login to contribute.
- 3Save all when you get Yellow ScreenThe ability to "save all" or at least save new when you get the "Beautiful" yellow screen so you don't lose what your working on. You allow me to pause what I am doing to type notes in the yellow box ... Read more...You need to login to contribute.
- 6Payroll Employee Timecards/ReportsIt would be nice to have payroll timecards, reports, paystubs & checks sort the same, ie first name or last name. When reviewing timecards and then printing reports/checks they should print out i... Read more...You need to login to contribute.
- 5Database Checkup UtilityAbility to filter list by Zero Cost to reduce the amount of time it takes to fix zero costing invoices.You need to login to contribute.
- 3Increase Tech Notes Box Default SizeOur techs are complaining while using the Aptora Mobile App the tech notes box in work order is very small. We know when using the web browser version you can adjust the size of this box but it the ap... Read more...You need to login to contribute.
- 3Warehouse Bin Location on PO or Item ReceiptWarehouse Bin Location on PO or Item Receipt similar to how it prints on a pick ticket so when receiving parts you can quickly see where to put the parts away.You need to login to contribute.
- 3Payroll Liabilities ReportPayroll Liabilities really needs a report that shows balances as of a certain date. We need to know what makes up the year-end Balance Sheet Payroll Liabilities number and there is no way to get thi... Read more...You need to login to contribute.
- 2Printing Customer Account BalancesI'm looking for a way to print the total customer account balance on a custom invoice. When sending customer reoccurring invoices, it would save time to show the customer if they have an existing bal... Read more...You need to login to contribute.
- 5Batch EmailingWe do reoccurring billing every month and quarter. We are getting more customers that opt for emailing their invoices vs mailing. It would be time saving to have the ability to somehow batch email eve... Read more...You need to login to contribute.
- 6Seasonal Toggle for Inventory ItemsAdd a "Seasonal" toggle or yes/no checkbox to turn this on inside of the Setup Bins, Reorder Points, and Locations for all Inventory Items. Inside of that would include checkboxes for the Season to tu... Read more...There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Kristy: $500.00
- 4Copy FiltersAbility to copy an existing filter. When copied it would save as "copy- name of original filter". Then you could edit the filter and rename.You need to login to contribute.
- 12New Feature Request NotificationI would like to be added to a notification list when a new feature request has been submitted by an Author . The notification should have a link that directs me to the feature request. There are alot... Read more...You need to login to contribute.
- 6Quick access button for customer contacts emailI would like to add a button on the email screen that would allow you to toggle between email address in the customer's contacts tab in the customer file. Right now the email template auto populates ... Read more...You need to login to contribute.
- 4Ability to associate branches to vendorsAdd the ability to select a branch for vendors. This is helpful when a vendor has multiple locations that are ordered from but one remittance address.You need to login to contribute.
- 5Man Hours Instead of Labor MinutesProvide a preference to use Man Hours instead of Labor MinutesYou need to login to contribute.
- 8Ability to Select One or More Contacts from the Contacts Tab When TextingRegarding automated texting. Add the ability to decide which contacts from the Contacts tab will receive an automated text message or email. The work order form should have easy access to these settin... Read more...You need to login to contribute.
- 4Budget by Department Rollup to OneThe ability to have a budget for departments fall under a parent budget for the entire company. So that departmentalized budgets can be combined into one Company budget.You need to login to contribute.
- 3Allow for same credit card on multiple accounts in TOMWe have many customers with multiple accounts or sub accounts, that use the same credit card to pay via BatchEpay or individually. The problem is that once we set up a payment profile for the custome... Read more...There is already 1 offer to contribute a total of $1.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Mark: $1.00
- 5Filtering by dates....please consider adding the ability for custom dates on list filters. currently limited to year, quarter, month, week, day and "empty" add the ability to filter by "dates between"You need to login to contribute.
- 3Form Preferences, Only Click OnceUnscheduled work orders~When using Form Preferences to shorten the work order columns, once you open the form preference and then open show columns, you can only click one item at a time as it takes y... Read more...You need to login to contribute.
- 2Email listsif i send an email from the "send email" on the menu, it remembers the last chain of emails i have sent out to, however if i send "PDF email" it will only ever remember the first one saved, major pain... Read more...You need to login to contribute.
- 4Show Item Cost on Work Orders in TOMIt would be really great to see the cost of items on a WO within TOM. For example: It's hard to put in misc. items in that had to be bought and not put the true cost on the WO. When an invoice is ma... Read more...There is already 1 offer to contribute a total of $1,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Heidi: $1,000.00
- 1Name and Address on Work Order/Invoice NotificationsCurrently, generated notifications (to assigned users, not customers) does not include the Customer Name or Address. It only provides Wo#, Date, Incorrect Time and Notes. Can you add Customer Name and... Read more...You need to login to contribute.
- 2Scheduling Wizard - "Starts With"Please update the search function in the Schedule Wizard to "Starts with" rather than "Contains." Currently it finds the first name with the first few letters entered and you have to awkwardly scroll ... Read more...You need to login to contribute.
- 0Mobile Work OrderWhen converting a work order into an invoice, the box labeled "mark as complete" is automatically checked off. I would like to either be able to take that box away entirely, or at least have it defa... Read more...You need to login to contribute.
- 2Pick Ticket Location FieldPick Ticket Location Field on Estimate. Form Preference in Invoice/Estimate List so you can view this from the invoice list so you don't have to use your memo field.You need to login to contribute.
- 3Ability to see stage/status from history screensAbility to see the work order status, stage from the item history screen. Ability to see Estimate Status/Stage and Purchase Order - Stage. This way if you need to see how many of an item you need to... Read more...You need to login to contribute.
- 1Track Serialized Items from AssembliesThe ability to track inventory serialized items in an assembly. As you build the assembly you link the individualized serialized item to each assembly so when the item is posted to the invoice it allo... Read more...You need to login to contribute.
- 8Multiple Email “From" Accounts For OutgoingI would like to see an option to add multiple email accounts for mailing. We do a lot of email from accounts like Orders@ AR@ Info@ and our own personal emails. Currently we email ourselves and then r... Read more...You need to login to contribute.
- 2Total Sales Summary report including subcustomersI would like to be able to run a report that gives me our top builders/customers for a year. Since our builders all have sub customers, I have to run the report individually.There is already 1 offer to contribute a total of $150.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Shelley: $150.00
- 3Add Work order type to Employee Time sheet reportsWe would like to be able to run employee time sheet report by work order type. At least the ability to include work order type in the reportThere is already 1 offer to contribute a total of $100.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Shelley: $100.00
- 2add column in work order historyadd column in work order history (timesheet tab) to display earnings code *This is already available in the customer/job timesheet history tab*You need to login to contribute.
- 2Ability to use ITEM RESERVATION/groups & AI Billing togetherThe way AI billing and ITEM Reservations work if you use an ITEM Reservation it doesn't play nice with AI billing. If you use ITEM reservation then it does not show billed 100 percent so in the module... Read more...You need to login to contribute.
- 1True Sales by Sales Tax ReportCurrently the sales by sales tax code shows the cost of materials for use tax. This report should show sales generated by those tax codes.You need to login to contribute.
- 1Auto numbering for JobsBe able to have TOM start auto numbering our jobs instead of the job nameYou need to login to contribute.
- 4Cell Phone Column in SA ListPlease add the Cell Phone column from the customer in the Service Agreement List. That way it can be exported and used to call the clients for renewal OR it can be exported and imported into a text me... Read more...There is already 1 offer to contribute a total of $100.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Kristy: $100.00
- 8NEW Time Trackerwhen correcting an employees time sheet, where the work order number is missing, when entering the correct work order number, it changes the employees entered time. causing a problem, it alters the t... Read more...You need to login to contribute.
- 2Ability to see item reservations allocated to a jobThe Ability to see item reservations allocated from a job and Parts on order without having to manually check each part of have multiple windows open that "crash" or under perform in the software. To ... Read more...You need to login to contribute.
- 2Batch update stage from Invoice/Quote listAbility to batch update stages on invoices/estimates and credits like work orders.You need to login to contribute.
- 2Time Tracker Plus - Select multiple databaseCan we have the ability when setting up a new device in Time Tracker Plus to be able to select a second database instead of forcing to the first database in the list. We operate multiple companies and... Read more...You need to login to contribute.
- 2Reimbursable by WO #Our Controller has suggested that it would be nice to be able to pull the "reimbursable" report by work order # instead of just by customer name. In our office everything is by the Work Order NumberYou need to login to contribute.
- 10Ability to add multiple barcodes to an itemI like we can add aliases however when I have multiple barcodes for the same item that is coming from one vendor, I do not have a way of adding the additional barcodes without adding additional items.... Read more...You need to login to contribute.
- 2Sales Tax Vendor FilterI would like the ability to filter by Sales Tax Vendor in the Pay Sales Tax form and on the Sales Tax Detail/Sales Tax Liability reports. Should this be added, It would be great if the filter in all t... Read more...You need to login to contribute.
- 2Hide Non Sales Tax GroupsWith the recent change in the software that verifies sales tax items in a sales tax group upon saving an invoice, we now have to change our process. Because we ONLY add sales tax groups, finding a spe... Read more...You need to login to contribute.
- 1Enter Asset Odometer/Meter Usage from Work Order in Mobile IIWhen assigning an Asset to a Work Order we would like the technician to be able to record the Odometer/Meter Usage reading from the work order while using Mobile II.You need to login to contribute.
- 1Bills By Customer:Jobs Reportadd item Qty to lines. currently Item name, amount, description, vendor totalYou need to login to contribute.
- 4"Created By" and "Modified By" Fields Lists and Data ViewaPlease add "Created By" and "Modified By" fields to all lists, particularly WO and Invoices but on all lists (i.e. customer, PO, Estimates, Sales Opportunities, etc.) Please also add those fields to... Read more...You need to login to contribute.
- 1Scheduling Wizard EnhanceLove the new scheduling Wizard Phase 1. Next update hoping it will allow us to schedule a (new) customer account from there as well, not just existing customer accounts. Also, allow us to right click ... Read more...There is already 1 offer to contribute a total of $1,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Amanda: $1,000.00
- 5Batch Update Stage All Lists (invoice, PO, etc.I would like to see the batch update stage available in all lists. Just like it is in WO list. For example we use stages on invoice for warranty tracking. We have some where stage was missed and n... Read more...You need to login to contribute.
- 2Mobile Work Order RequirementsRequire description when creating a work order in mobile. Currently a work order can be created but it is blank.You need to login to contribute.
- 31095C & 1094CForm 1095C & 1094C created. We need this form for yearly filings. All of the info is already in Aptora, the report just needs to be built out.You need to login to contribute.
- 1"Additional Information" Field on POPlease add an additional field in the "Shipping Information" section of purchase orders so that information that is required by some shipping partners can be included. Using existing fields like notes... Read more...You need to login to contribute.
- 1Stage to be visible in Item HistoryRequesting the field "stage" be viewable in all tabs under item history. IE if you use line item stages from a quote, and need to order parts you can see that part needs to be ordered/pulled or reserv... Read more...You need to login to contribute.
- 2Preference to Not Add Group Header/Footer to POIt would be nice to not have the header and footers of groups populate on a purchase order. Is it possible to get this option added to the PO preferences?There is already 1 offer to contribute a total of $150.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Samantha: $150.00
- 2Adjst Work Order duration for "live" start and completeOur work orders have certain durations for certain work order types. It would be helpful that if when our technician performs the service faster, or takes longer, that the work order view on Scheduler... Read more...You need to login to contribute.
- 4HubSpot IntegrationHave you heard of HubSpot? If not, it is THE top used marketing program in the USA. We use it and would really appreciate having tom interface with it. We can provide more details if there is any inte... Read more...There is already 1 offer to contribute a total of $1,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Jeff: $1,000.00
- 1DashboardSo I have been told by support I click backs and performance issue within TOM because of power user performance being in every aspect of the software at all periods of time. This causes the need to ha... Read more...You need to login to contribute.
- 2Geo Time TrackerCan you please add an option to round time to the nearest 1/2 hr. it would speed up payroll processing tremendously. Since it's still in testing mode it would be great to make is happen sooner than ... Read more...You need to login to contribute.
- 1New Time Tracker ProgramCan you please add an Option to round time to the nearest quarter hr? it would speed up payroll processing. Thank you for your consideration.You need to login to contribute.
- 5Text Request APIWe have VoIP phones and have been using Text Request for a couple of years now. We are able to text to and from our actual Business number. We are able to create categories, send mass texts to custome... Read more...There is already 1 offer to contribute a total of $1,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Kristy: $1,000.00
- 2Create Work Orders from AssetsThe ability to create and appointment from assets for scheduled service, inspections so you can schedule it on the dispatch board and keep history from the asset. Another idea would be to link a asset... Read more...You need to login to contribute.
- 4W2 Export FILEWe NEED a W2 export to upload to SSA. We have well over 100 W2's. To hand key them creates the ability to make HUGE errors. This is not something I want to handkey. PLEASE create a export for this!There is already 1 offer to contribute a total of $1,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Tina: $1,000.00
- 3Payroll Summary show SS WagesWould like for the Payroll Summary Report to Subtotal for Federal Wages (Gross - Health - 401K) and Subtotal for SS Wages (Gross - Health) This would add yet another layer of reconciliation back to t... Read more...You need to login to contribute.
- 6Ability to export 1099 and W2 infoWe use Aptora payroll, and each year we have issues with compliance stuff (1099-NEC not working, IRS 940 not working, IRS 941 page 2 not printing, etc). All known issues when we file our ticket. If ... Read more...You need to login to contribute.
- 3View additional techs assigned in Mobile WOWould like to have techs be able to see who else is assigned to the same work order in mobile.You need to login to contribute.
- 3Add invoice details to Invoice Item Details Custom Data ViewPlease add the invoice "Details" to the custom data view for invoice item details.You need to login to contribute.
- 9Schedule board sync to a real world CalendarI am not sure if this is the format but it would be LIFE CHANGING if there was an ability for my mobile devices calendar to sync with Schedule board. android or appleYou need to login to contribute.
- 6A/P aging and AR aging custom data viewI think all Total Office Manager users would agree that an AP aging and AR aging custom data view would be very bennificial and would allow customization of these very standard business reports. For ... Read more...You need to login to contribute.
- 3Primary customer InvoiceWe 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 c... Read more...You need to login to contribute.
- 3Form BuilderCan we add another column to the list of completed fields date create, primary entity and created by can we add a column for which piece of equipment it is. This module has not seen much improveme... Read more...You need to login to contribute.
- 4Work Order Item NotesThe Work Order Item Notes should be visible in Mobile. When previewing the Work Order. As well as when previewing and printing the Work Order in TOM.You need to login to contribute.
- 1INVENTORY RE-ORDER REPORTWe need Clean concise Inventory Reordering Report to have more clearly defined columns to trigger reorder point qtys. Need separate clear columns. item #/item description/wh/ current oh/rop/qty to re... Read more...You need to login to contribute.
- 2Check out the Scheduling Wizard!Love where TOM is going with this Scheduling wizard idea! For phase two of it, I'm suggesting that if the customer's name not found in the drop down menu (step 1) that the call taker is able to click ... Read more...You need to login to contribute.
- 5Customize Work Order TABS *FAVORITES*I see many request for this or that to be added or moved to the General Tab on the Work Order. It would be GREAT to have a **FAVORITES** Tab Where you could add the fields your company uses, order the... Read more...There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Tina: $500.00
- 6Mobile item quantitiesNeed the ability to change the quantity of items when adding the items as the items are selected.You need to login to contribute.
- 1Balance of Payment In payment listAbility to filter from payment list by customer with payment on account. This way you know if payments were applied incorrectly or how much money is sitting out unapplied at a quick glance.You need to login to contribute.
- 2Executive Summary by DateOur Administrative staff loves this report but they can not pull it by date. When you pull the report it is at that current time and date. Is there a way to pull the report as of a certain date? This ... Read more...You need to login to contribute.
- 2Add inventory to equipmentWhen adding parts to the system a box that you check if you want that part to automatically add to equipment like serialize items do. This would save a ton of time manually entering non-serialized eq... Read more...You need to login to contribute.
- 4Retail price lockIs it possible to have the retail price lock, also lock the markdown markup method on invoices and estimates? I have employees changing the global setting on and estimate and not resetting the markup ... Read more...There is already 1 offer to contribute a total of $100.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Chris: $100.00
- 2Customer Approval percentageIs it possible to get a percentage of the customers approve or decline of the repairs and/or services offered to them? Ex. When we are booking existing customers if we can see on their front page th... Read more...You need to login to contribute.
- 7Mobile Auto logout.I'm very concerned that the new mobile never logs a tech out from the server. We do a lot of government work and I worried that leave the connection open to my mobile server could be exploded and wou... Read more...You need to login to contribute.
- 3Reimbursables from work order item tabWould be nice for a tech to see the reimbursables from the add items tab on mobile, and desktop versions.You need to login to contribute.
- 4Schedule Board Map and Schedule Board Profile EnhancementThe schedule board map is an effective visual prompt to schedule work orders. The first of my two part feature request would be to have an "always on feature" that would show maybe a small photo or na... Read more...You need to login to contribute.
- 1Mobile Form Settings (Inventory)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... Read more...You need to login to contribute.
- 6Re-size signature box on MobileWhile using Mobile II on iPads, our signature box on the workorders or the invoices are pretty small. - customers cannot sign their signatures. We're getting them to try initials, but a stylus doesn't... Read more...You need to login to contribute.
- 1New Schedule Board Sales List Feature SelectionWould 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 particu... Read more...You need to login to contribute.
- 1Reminder List EnhancementAdd 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 s... Read more...You need to login to contribute.
- 1Right click options in CDV Sales by CustomerAdd the ability to right click and access customer history in the Sales by Customer Custom Date Viewer. If I am working in this CDV and want to look at the customer history, I have to open(edit) the ... Read more...You need to login to contribute.
- 1Asset - Parent & ChildWould like to see the ability to have a Parent & Child relationship for an asset. The idea being that we can have a asset that includes various major components for which we want to track expens... Read more...You need to login to contribute.
- 1Ability to scan a QR Code for ItemsWe have a request to add the ability to scan a QR Code in Aptora Mobile II for adding items to transactions. This feature would only be for the mobile application at this time. Anyone interested in ... Read more...You need to login to contribute.
- 2Document LinkAllow for new document links and to view document links on receive payments page. like you do for bills and payments. This feature would let you save copies of e-transfer statements, and Cheques for b... Read more...You need to login to contribute.
- 3Employee and Customer Email Options for EmailingWhen using the Alternate SMTP Emailer, emailing a work order would allow for selection of all employees assigned to a work order and all customer email addresses in the To, Cc, and Bcc fields.You need to login to contribute.
- 6Item reservationWhen creating an invoice from a estimate that has reserved items on it. it duplicates the lines. An option for this not to happen would be nice.There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Dennis: $500.00
- 3Zero AR statements in list to sendWhy show zero balance statements in the statement process? It would be much easier to process the statements if we were only seeing the ones that actually have a balance owing.You need to login to contribute.
- 11Add Equipment Column to Work Order Item TabWhen creating an invoice from a work order, the parts on the items tab transfer to the invoice. The Invoice then has an equipment column to indicate where the part was used. Shouldn't the tech be a... Read more...There are already 4 offers to contribute a total of $1,900.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- David: $500.00
- Kristy: $500.00
- Gene: $500.00
- Craig: $400.00
- 2Stage On Inventory PartAbility to add a stage to a part for inventory counting purposes. IE - Counted / Not Counted/ New to Inventory/Not Stocked. Also ability to batch update the stage of the inventory part.There is already 1 offer to contribute a total of $250.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Ashley: $250.00
- 2Batch Update ItemAbility to batch update "General Bin " under Batch update itemYou need to login to contribute.
- 1Add "Terms" to the Aptora Mobile Purchase Order FormCommunicating to the accounting department how an item is purchase in the field is a very important component to a successful AP program. I would like the Terms field to be added to the Purchase Ord... Read more...You need to login to contribute.
- 1Add "Terms" as a required field preferenceThe PO is the starting point for correct AP records. Having the correct info from the individual purchasing the items is vital to preventing future corrections. When dealing with multiple accounts, it... Read more...You need to login to contribute.
- 2TOM Mobile Schedule Board ViewDuring afterhours emergency service hours our on-call dispatchers don't have access to their office 'schedule board' offered on the desktop Total Office Manager to reference where to quickly place c... Read more...You need to login to contribute.
- 2Alert when our Maintenance Customer agreementWe would like to have an Alert sent to us how ever on a daily basis about agreements expiringYou need to login to contribute.
- 2Add Alerts to customer filesWe would like to add a Pop Up alert when we open a customers file either making and appointment or work order or just opening a customer file we would like a alert like a past due alert for a pending ... Read more...You need to login to contribute.
- 1Credit Card Authorization Code Visible On Bank ReconciliationWe need to see the Credit Card Authorization Code when performing a Bank Reconciliation to cross reference the payment from the report received from the processing company. It currently shows the Che... Read more...You need to login to contribute.
- 2Geo Time Address ReportHave report that would show clock in and out location in address form instead of Longitude & Latitude. Also would like the ability to GeoFence Jobs and pull report as well.There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Tina: $500.00
- 2GeoTime for Jobs and Active Work OrdersThe ability for employees (who do not need access to Aptora Mobile) to select an Active Work Order that is not assigned to them. Also the ability to select a Customer Job. It would be great to have ... Read more...There is already 1 offer to contribute a total of $1,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Tina: $1,000.00
- 2Selecting multiple bills to payAdding the ability to select multiple bills for a vendor to pay without having to Select All or having to click the little box over and over again. Example: Select 1, hold Shift or CTRL and select a... Read more...You need to login to contribute.
- 3Serialized product-not cleared from records when returnedAccurate serial number tracking is the reason for locking them in the system. It's not accurate if you can't put a returned and repurchase serial in the system without adding a modifier. Example: Aug... Read more...You need to login to contribute.
- 2Reconciliation Note BoxI think a note box in the reconciliation screen would be incredible helpful. I do weekly reconciliations of our accounts. A lot of times you end up chasing something down or have to step away. Or some... Read more...You need to login to contribute.
- 2Appointment end time for MobileI’m a service tech that has to create appointments for time sheet entries when I’m not running calls and using work orders. Is it possible that we can have a time entry on are end time? Or use the tim... Read more...You need to login to contribute.
- 3Intuitive Bar Coding OptionsAs it sits now, the barcoding only works if you are sitting in from of TOM, and put the curser where it needs to fill in. It would be helpful, to start out with, if when you use the bar code feature... Read more...There is already 1 offer to contribute a total of $5,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Heidi: $5,000.00
- 1Database Checkup 0 Cost filterAdd the ability to filter the Database checkup Invoice/Sales/Credits by Old 0.00 so when your fixing 0 costing mistakes it takes les time to filter through the list. This would reduce the hours of tim... Read more...You need to login to contribute.
- 2Access reimbursables for Mobile II InvoicingIt would be nice for the techs to be able to access reimbursables from mobile II while invoicing from the field. This would be ideal when the tech returns for the repair after PO was received. Would a... Read more...You need to login to contribute.
- 2Add department to the filter selections in Asset ManagerFor every asset there is a place to enter a department, but if you want to set up a filter showing the assets in that department, the department field is not listed. Please add department to the list.You need to login to contribute.
- 2Require work order tech notesRequire staff to add a note to work orders when changing status to work complete. Do not allow status change without noteYou need to login to contribute.
- 1Edit Parent Contacts and push to Sub AccountsWe have found when a customer has multiple locations (50) under one parent when there is an update to the contacts we have to update each sub account individually. It is nice during creation of the su... Read more...You need to login to contribute.
- 1Zip Code NotesIn the Zip Code Item list... Allow Notes to be attached. An example would be: "This zip code requires Occupational Tax, add tax info" So that when a zip code is selected any special operating condit... Read more...There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Tina: $500.00
- 5Balance Billed Percentage/$ ValueIn the Invoice/Sale/Credit/Estimate List a quick way to see if ESTIMATES have been billed with the Percentage billed and Value Amount as a column preference.You need to login to contribute.
- 2Add Customer Balance/Total Balance to Sales Opportunity Manager List ColumnsWe monitor all our sales through Sales Opportunity manager. Seeing if the customer has an open balance and total balance would be very helpful for monitoring sales progress from one place.You need to login to contribute.
- 8A quick add to equipment buttonA way to add a group of items from an invoice to equipment and be able to edit the user define fields within each item on the invoice. Or when you save the invoice there is a check box add to equipme... Read more...You need to login to contribute.
- 8Ability to Copy & Paste Email from Work OrderHi! Please consider allowing the ability to Copy & Paste the customer's email address in the Work Order Address tab. This would make the transition from Aptora to an email platform more efficient,... Read more...You need to login to contribute.
- 2Add description to mobileUnder Customer Equipment list, add the option to include description.You need to login to contribute.
- 1Employee Count on ReportsPlease add the employee count on reports. The number of employees reported is required on many filings, i.e. State Withholding, SUI, and Local Taxes.There is already 1 offer to contribute a total of $250.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Tina: $250.00
- 7WO Page/Email Options - Include "Ordered By"Please change the Company Preferences for Work Orders to include the field "Ordered By" in the list of fields you can choose to add to an email/text message.You need to login to contribute.
- 3Add the tax calculator on the Vendor Credit FormThe tax calculator on the Enter Bills form is great. Can it be added to the Vendor Credit form as well?You need to login to contribute.
- 4Invoice Refreshing (Payments/Credits)2 Problems I run into frequently. 1) When editing an invoice with a payment on it, if it goes negative it gives you the "can't have a negative amount" warning. If you open the payment and un-apply... Read more...You need to login to contribute.
- 2Mobile - Ability to change Item List SettingsAdd the ability to change the Item List Settings to display more than 10 per page. Add the ability to change the Item List Settings to display the items collapsed.You need to login to contribute.
- 1Photo or document link notificationWould 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 c... Read more...You need to login to contribute.
- 4Task Automation from StageThe ability to assign tasks to stages and link these to employees so as a stage is updated it sends a task to the employee associated to that task so they no they need to handle the next task inline.You need to login to contribute.
- 1Mark-up table in MobileMiscellaneous items added to invoices could be easier to price if tech could enter our cost and then select a mark-up table and the program calculate retail price for them. Field technicians would be... Read more...There is already 1 offer to contribute a total of $1.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Shawn: $1.00
- 2Create Invoice Items in MobileAs I am working on rolling out the system I realize I can't create items while in the mobile platform. Part of building the system is building the item list on the fly. As far as I can tell I have no ... Read more...There is already 1 offer to contribute a total of $2,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- David: $2,000.00
- 1Payroll Earning type CategoryIs it possible to create an Earnings Category? I have a lot of Earning Types so the Pay Stub is long and challenging for the employees to understand. If I could categorize the Earning Type and only pr... Read more...You need to login to contribute.
- 1Serial # tool SelectThe ability to select batches of serialized part on item reservation and invoice entry. This would make for a less tasking way of having to manually enter 100s of itemized parts to invoices and item ... Read more...You need to login to contribute.
- 6PreSale Invoice TypeThe ability to create a presale or mark sale/invoice as a presale so when the part is received you can then mark the invoice as a sale/invoice and it posts the date the invoice was marked. Not that da... Read more...There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Chris: $500.00
- 1Changes to the "Week Data" summary on Weekly Time SheetqI would like the ability to sort the data shown on the "Week Data" summary on the Weekly Time Sheet. It's already in order by earning item. Would like to also be able to put in order by Customer:Job a... Read more...You need to login to contribute.
- 1Do NOT bring marketing type from customer to WOPrior to version 20.10.1300, there was an preference we could check that would not auto-fill the marketing field on a new WO (by pulling directly from the customer). Please bring that back. We want... Read more...You need to login to contribute.
- 8Create a Sales Opportunity from an EstimateAdd a menu item to the Estimate page to create a new Sales Opportunity from the current quote. That way you have all of the customer data already populated in the Sales Opportunity and the quote will... Read more...You need to login to contribute.
- 6reserved inventory in serial listwhen pulling up the serial number list, if there was a column stating reserved yes/no, that would be so helpful.You need to login to contribute.
- 4current inventory without reserved itemsi need an inventory report for what is actually here, not what is here and reserved.You need to login to contribute.
- 4Order by warehouseReorder points per warehouse/vehicle is a great feature. It is, however, rather useless if I can't create a purchase order or perform inventory replenishment by warehouse. We maintain a substantial in... Read more...You need to login to contribute.
- 1Duplicate Check Marked Equipment when Duplicating a WOWhen a WO is duplicated, it would be a timesaver if all checked equipment would also duplicate on the new WO.You need to login to contribute.
- 1Ability to batch close Purchase OrdersI completely understand why this feature is not available; however, for various reasons, we would like the ability to close an entire batch of purchase orders.You need to login to contribute.
- 2Inventory Count TrackingField to check inventory as counted for the calendar year and a check box or way to mark that part has been counted.You need to login to contribute.
- 10Referral TrackingWe would like to keep track of who refers a new customer. Under the marketing field in a new customer, can a field be added that will "tie" the referral back to the referring customer or employee (or... Read more...You need to login to contribute.
- 1Updates in MSI PackageWe would like to be able to update all machines running TOM thru Group Policy. Does Aptora offer the Updates in MSI packages?You need to login to contribute.
- 4Square IntegrationIt would be nice to add integration for the use of Square. Square does not need a "Gateway", therefore it would need to be integrated thru the Aptora software with API.There is already 1 offer to contribute a total of $1,500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Kristy: $1,500.00
- 1CHAT Feature limited to Windows OnlyChat feature can only be installed on windows machines to work with TOM. Would like to be able to use when working on my Mac Machine. I know we can use Mobile but I would have to have a license for TO... Read more...You need to login to contribute.
- 9Enhanced Audit Trail/Contact LogI think it would be a great feature if you could have certain system actions show up in contact log or to pull up an enhanced/filtered audit trail. For example, it would be nice to see the entire orde... Read more...There is already 1 offer to contribute a total of $300.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Bryan: $300.00
- 6Add Time Slot and Week Promised to Automated Text/Email OptionsMany companies schedule service in 2 hour time slots. They tell their clients they will be there between 8-10am, 10-12pm, 12-2pm, etc. It would be most helpful to be able to use the Time Slot and Week... Read more...There is already 1 offer to contribute a total of $250.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- David: $250.00
- 1Ability to run reports with a Smart List filterI currently use a Smart List in Customer/Jobs List to track certain customers that started using our services due to an employee referral. I would like to run a monthly sales report for just the cust... Read more...You need to login to contribute.
- 3Employee Rate Change across all earning itemsFor those that have to have multiple earning items because of various cities (i.e. Ohio...our company has over 100 earning items on each field employee), it would be nice to be able to just change the... Read more...You need to login to contribute.
- 2Notification on zero hours in Time Sheet EntryWould like a notification if the hours on a Time Sheet line item is zero. A timesheet entry made in error (i.e. PM start time and and AM end time or any start time great than the end time) will result... Read more...You need to login to contribute.
- 3Overdue Reminders - via e-mailWe would like to see Sales Opportunity reminders when not acknowledged in (?) amount of time to auto send an email to the assigned rep. Our sales reps do not check their Aptora as often as we would li... Read more...You need to login to contribute.
- 2Copy Or Create Duplicate Vendor BillsAbility to copy or duplicate a vendor bill that are recurring monthly.You need to login to contribute.
- 3Contact Log Button - Enhancements Visibility and Quick AccessI propose a button in WOs just like in Customer history that lights up blue when there are contact log entries. That way you can quickly access the log notes and know they are there. There are many in... Read more...You need to login to contribute.
- 7Invoiced Column on New Schedule BoardWe need to see the "INVOICED" column on the New Schedule Board so we can filter "completed" work orders and those that have not been invoiced per department.You need to login to contribute.
- 2Assign Check # when Paying BillsThis is a feature I miss from Quickbooks: when paying bills there was the ability to select a method to pay bills, either "To be printed" or "Assign Check numbers". The option allowed you to either se... Read more...You need to login to contribute.
- 2Payment List Fields – Date Created and Created ByCan “Date Created” and “Created By” fields be added to the payment history list? Edit 09/29: Also, there is no filter for payment type in either Quick Filter or Custom Filters. These should definitely... Read more...You need to login to contribute.
- 1Item Sales Description in PO Drop DownCurrently when using the drop down to enter items in a PO, you can only see the Purchase Description column. It would be helpful to see the Sales Description so our users don't have to use the Lookup.There is already 1 offer to contribute a total of $300.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Mathew: $300.00
- 1Lookup & Add -on all drop downsWe have run across several drop down menus that do not have the feature. The most recent was the GL Account in A/P enter invoice. Our account names are # + Description. So when we go to select we have... Read more...You need to login to contribute.
- 1Pin/Task ListThoughts of adding a task bar on pin board for things your working on but not finished. This would reduce the need of having so many windows open for things your working on but waiting on answers for.... Read more...You need to login to contribute.
- 2History Information UpgradesJust noticing there are a few key things missing in history that would speed up simple processes and reviews. 1) Payment History doesn't have payment type. It would be nice to know at a glance if th... Read more...You need to login to contribute.
- 2Crews For Time Sheets in GEO & Mobile IIWould like to be able to have a crew for Mobile Stop Watch Feature. We have many 3 man crews that work together all day. Instead of having to assign each one to the work order and also each one have... Read more...There is already 1 offer to contribute a total of $500.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Tina: $500.00
- 3GEO TIME "All" Crewman Clock in on WONEED the ability for crewman to clock in on work orders that are not necessarily assigned to them. We have crewman that move from site to site. Assigning them to every work order is very cumbersome.... Read more...You need to login to contribute.
- 3Auto Contact Log EntiresWhen i'm in a customers contact log, let me click a button that will then open a blank email in outlook. When I send the email, it then auto contact logs the email in the customers history.You need to login to contribute.
- 1More filter, or exclusion permitersMore filters or Cleaner way to filter in and out exclusions to create custom lists. In all list views we have to have 3-4 lists to perform 1 task. IE Billing due to the way multi-days do not complete ... Read more...You need to login to contribute.
- 1Form preferences in edit POWould you be able to add a "Vendor" choice in the form preferences in the Edit PO window?You need to login to contribute.
- 1Company/User Setting/Preference to leave Work/Ship Date BlankWhen we create an invoice, the Work/Ship date auto populates with todays date. We make invoices weeks before we deliver in some cases. Can there be a setting to leave the Work/Ship Date blank? I would... Read more...You need to login to contribute.
- 1Import Feature is BackwardsCurrently it makes you select the file then the Aptora Item you are trying to upload. This is counterintuitive. If you have the ability to select the Aptora Item first then you can see the available... Read more...You need to login to contribute.
- 4Stage Timers (Aging Item Flag/Notices)Stages typically are used to track stages of a process that require multiple people to touch a work order etc. It would be great if there was a way to set a timer (like Stage X Max days 1) and if it g... Read more...You need to login to contribute.
- 13Sales Opportunity - Associate Invoice, PO, Work OrdersI would like to see Sales Opportunity Enhanced. Sales Opportunity does a great job associating Estimates and Appointments with the sales opportunity, it's all in one screen. But, there is more to ... Read more...You need to login to contribute.
- 2Schedule Board for Dispatch MonitorWe would like to see the ability to load the schedule board on a separate large screen monitor. The concern right now is using a TOM license just to place the schedule board on a display monitor.There is already 1 offer to contribute a total of $50.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Zack: $50.00
- 1Make Sales Opportunity Window ScalablePlease make the sales opportunity list a scalable window. Lots of other windows have gotten the update recently but Sales Op is still scrunched up even if you make the window bigger. It makes prof... Read more...You need to login to contribute.
- 9Add an Item with Another ItemCan you add an item when you an another item automatically? Maybe you could add a way to select an item that gets added when another item gets added to a sale in Tom and mobile. James spoke about this... Read more...You need to login to contribute.
- 9Mobile II (Work Order Type and Stage) Visibile in Work Order List and Agenda Calendar ViewPlease make Work Order Type and Work Order Stage show up in the work order list information as well as the agenda view. This way techs can see these things at a glance instead of drilling into a w... Read more...You need to login to contribute.
- 9Time Stamps for Mobile II Tech NotesPlease add time stamping in Mobile II for technician notes. There is no chronological tracking for technician notes and I think EVERY company would use this feature.You need to login to contribute.
- 2Search / Quick Find feature in security list.The current list of permission on the security form is very large and can sometimes be difficult to sort through and find the exact permission you're looking for. If there was a way to type and search... Read more...You need to login to contribute.
- 1Assets on DispatchAdd the "Assigned To" as a column Would like to be able to re-assign an asset from one employee to another. I.e. Johns truck is in for repair so he will be driving the extra service truck for a week ... Read more...You need to login to contribute.
- 2Stage Tracking (progression history)Add historical tracking of the progression of stages. It would be very helpful to see the dates and times that stages were changed and the stage it changed to (and what it used to be). It would help b... Read more...You need to login to contribute.
- 3Work Order Item Inventory transfer.Have a menu button on the work order that would populate the items listed on the work order, in the inventory transfer form. This would save a lot of time, not having to open the "inventory transfer f... Read more...There is already 1 offer to contribute a total of $1,000.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Scott: $1,000.00
- 4Filters for ReimbursablesAdd filters to the 'Reimbursable Items' screen similar to the filters found on the 'Assign Work Orders' screen. Some jobs have so many entries making difficult to invoice projects in an efficient and ... Read more...You need to login to contribute.
- 3Customize options to "Bar Codes"It would be nice to have custom item receipt bar code labels. Add fields such as: 1) The vendor the item came from 2) Date of Receipt 3) Customer on the PO 4) Price/Cost Also, the bar code ... Read more...You need to login to contribute.
- 1Inventory Transfer Form ReceiptHave your employees ever taken stock and said " I thought it was transferred" when they try to sell the item from their warehouse and their stock level is zero? I have an idea that would be very usef... Read more...You need to login to contribute.
- 1Total Field Control scheduled board day to day separation in week viewWhen looking at the schedule board in week view, it is very difficult to differ from each day of that week. Is there a way to have different lines (for color blind users) or color shades of each day o... Read more...You need to login to contribute.
- 1Do not require a warehouse on "Out of stock" invoicesFor out of stock invoices, it still requires a warehouse. In order to invoice and collect a payment you have to select a warehouse for product that has not been inventoried yet. Please make it so the ... Read more...You need to login to contribute.
- 3Memorize A Time Sheet EntryAdd the ability to memorize a time sheet entry. Example: Employee meeting takes place every Wednesday morning from 7:00 am - 8:00 am.You need to login to contribute.
- 2Default GL Acct # for VendorsWhen entering bills for Vendors have it auto populate the default GL Acct. Example would be: Power Company default GL will always be 7020 Utilities, Accountant default will always be 7100 Professi... Read more...You need to login to contribute.
- 7Warranty Info in Work Order Equipment TabI would like to request that the warranty information be added to the equipment tab in the work order in TOM. This way when a user is calling to schedule maintenance, the equipment warranty can be rev... Read more...You need to login to contribute.
- 2Automatic Work-order Inventory allocateI would like to see inventory automatically allocated when assigned to a Work Order. This would make it much easier to track inventory and take inventory if you know what has been assigned until it ha... Read more...You need to login to contribute.
- 4Batch up date Stages in Work Order ListThe ability to batch update the stage from the work order list.There is already 1 offer to contribute a total of $100.00 to have this work done.You need to login to contribute.Our thanks to the following contributors:
- Tina: $100.00
- 3Highlight subtotals in EstimateWe use and love subtotals in estimates but they are hard to find mixed in the grid with a sea of items and groups. TOM should highlight subtotals! Hurray!You need to login to contribute.
- 6Stage PreferenceIs there any chance of getting "stages" setup in "Company Preferences" as a require field on Worker Orders Sales/Invoice/Estimate Options and PO? Stages has been one of the best features added, but it... Read more...You need to login to contribute.
- 1Delegation system to enter recordsHave you ever been frustrated that your co-workers forgot to enter WO's or PO's they said they would? How about a TOM delegation system you can assign data entry tasks to users that tags a customer:... Read more...You need to login to contribute.
- 3Require department field for everywhereDo you have to go back and assign missing departments when doing a month close like we do? Please add a preference that requires departments throughout all records.You need to login to contribute.
- 5In Company Preferences, Add "Require Memo in Journal Entry".IMO, There should always be something put in the memo field of every journal entry. I would like to force people within the company to add a memo. Should be easy right!You need to login to contribute.
- 1Moneris MerchantAdd integration for Moneris Merchant Gateway for processing cardsYou need to login to contribute.
- 5Lock the ability to remove captured signatureWe have noticed that TOM users can view the captured signature from Mobile but anyone with the ability to edit a work order in TOM can also remove that signature easily. I would to see a security sett... Read more...You need to login to contribute.
- 8Convert TOM invoices back into Mobile Invoices so Tech can collectIf the technician collects a deposit against an invoice he has created in mobile and returns days later to complete the work then the mobile user has no way of collecting the final payment and applyin... Read more...You need to login to contribute.
- 3Print BIN labels in sequence by BINIt would be great to be able to print the BIN Labels in sequence. As it is designed right now the BAR Code scan labels print in alpha-numeric sequence. This makes the initial inventory set-up much har... Read more...You need to login to contribute.
- 7Ability to Hide select items from Mobile users.There are many items used in group items that I don't want our field (mobile users) selecting when creating PO's, WO's and Invoices. They are non-inventory items used for group pricing only but share ... Read more...You need to login to contribute.
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