Close Year-End
I would like to be able to close year end after all accounts are reconciled so that no changes can be made to that year. The only way to reopen the year would be with an admin password.
Feature Requests Submissions
Customer Payment Link
When a customer pays their balance via a payment link please post the payment to the customer’s account. Using payment links, as currently designed, creates a reconciliation nightmare that can be easily solved by applying the payment to the customer’s account automaticlally, just like it does when a payment is taken through AMII. This can
Customer Payment Link Read More »
Estimate Presentation Module (AMII)
We propose adding an Estimate Presentation Module to AMII. This module would allow technicians to create, present, and manage multiple estimate options directly from a work order. Key Features: Estimate Creation: Technicians can create multiple estimates directly from a work order. After one estimate is created, consider a “Save and New” or “Save and Copy”
Estimate Presentation Module (AMII) Read More »
Mobile Category Selection
The biggest complaint we are getting currently with mobile is when it comes to selecting categories with a triangle drop down. The techs would like a better option to select categories with drop downs. Instead of a triangle selection maybe they could get a square box to check or a bigger triangle.
Mobile Category Selection Read More »
Exclude Private Notes
There should be an option to exclude private notes from user permissions on Mobile II. Some of our staff level permissions are not eligible for this privacy setting for customer security purposes. Because of this it limits a portion of our technicians from use TOM/ Mobile App work order module.
Exclude Private Notes Read More »
Children only option in history tab
currently there is a a tab to include entire family ( Parents & Children) Information in Tabs. Under customer history. by having another option for Children only would allow users to see for all sub jobs. We currently have customers that have multiple locations. We enter these as customer sub job of main customer. then
Children only option in history tab Read More »
Would like to see all Feature request
Currently under showing there is no option for all. Would like to be able to search for request and not be limited to trending or recent
Would like to see all Feature request Read More »
Income Statement Rolling 12
Need a Rolling 12 month income statement. This is essential for any forecasting. Every bank or bonding company we have ever worked with ask for this. It is an essential business tool. After talking with many of my peers in the Aptora group, everyone is creating this manually.
Income Statement Rolling 12 Read More »
Rolling 12 Income Statement
Just like the Income Statments we have now, but with 12 months. Would like to see this option in all of the Income Statement options including consolidated. This is essential to Forecasting, Banking and Bonding. I can’t believe so many are doing this manually. We are now an ESOP and have to provide regularly for
Rolling 12 Income Statement Read More »
PO In sales tab
When your in the Customer History under the sales tab, can you please add the PO field listed on the invoice.
