This 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 where to put call to minimize drive time on your tech. If you could fit one or […]
ZONE WORK ORDERS on the Schedule Board Read More »
We have noticed that all our mobile users are now being notified on their home screen that a software update is available for the server side of mobile. Our field users do not need to know this. The people who control the updates and have support site logins get notifications from Aptora. There is no
Remove Software Update in Mobile Read More »
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 to ‘completed’ until it sees that it’s filled out. Example: AC & Furnace
Form Builder Enhancement (TOM Mobile) Read More »
Love 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 allows you to look up (current customers) in the system. If the call takers could follow
Enter (New Customer Details) from Scheduling Wizard Read More »
I 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 use when doing employee annual evaluations such as tardies, kudos, reprimands, time sick day, etc. and I would like to
Add Date Selector to the Contact Logs in Total Office Manager Read More »
Right 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 history and “proof” that the invoice was in fact sent to the customer. It’s important to track all billing correspondence and
Best idea ever! Our techs (sales folks and managers especially ) should get a push notification if a change is made to their schedule. Whether it be a cancelation, addition or note change.
Push Notifications Read More »
Our Commercial Industrial customers mostly work off their PO numbers for jobs. We can see the client PO in each work order but it would be nice to have a column in history under work orders for the Client PO. When they call in they only reference their PO number and not our work order
Client PO in History Read More »
Please 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 at the item level similar to the check box excluding the item from commission.
Exclude Any Item from the Markup Table Read More »
1099 – 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.
