1.) 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 and collected payment. Add a notification that there are reimbursables available for the work order when the work […]
Item Reservation List Read More »
Add 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 inventory replenishment purchase orders by warehouse in a more automated fashion. Add a spot on the PO to assign it to a
“Inventory Replenishment” form by warehouse Read More »
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, you have to open the work order. Seeing brief descriptions and detailed descriptions in the history tab
Create “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 should send an experienced or newer technician
Equipment shortcut from Customer List Read More »
We have noticed an issue with our techs that they will loose cell reception and still be in a work order. They will fill everything out in their notes and go to save but without reception it does not.
Offline Mode for Mobile Read More »
Request that the contact log be updated when the service techs email the customer from mobile II upon completion of of service work
Email Invoices from Mobile to contact log Read More »
Add the ability for technicians to mark the equipment Add to Watch List. This would save the office from having to search for this information.
Ability to Flag Equipment for Watch List Read More »
Would 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 has the job so they could contact them as needed
Ability to see who is scheduled with the Work Order Read More »
Would be great if we had the capability to print a work order and include private notes as an option. Right now we copy paste them to the tech notes and then erase it under the tech notes after we print.
Ability to print private notes on work order Read More »
Enhancement Request – Deposit Payments – Ability to Drill Back on an item, instead of having to go out and into Accts Receivable items – Thanks
Enhancement Request – Deposit Payments – Ability to Drill Back on an item Read More »
