Please 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 journal entries to the 1099 report. i.e. when a vendor is selected for a JE that data should show up on the […]
Journal Entry Import – Improvements Read More »
There 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 2. Have the option to add the additional contact info from the address tab in the customer profile which
More Phone Numbers Flowing to Mobile II Work Order Read More »
I 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.
It 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 see on coupons and websites for promotions. This is usually a code for specific promotions like Free Shipping on
Expiration Dates and Codes for Marketing Types Read More »
Can you work on integrating some kind of Two Factor for Mobile Aptora to text users when they login and or use an existing two factor solution like Duo.com and their IIS two factor solution. Mobile Aptora is a point of vulnerability for us being a web server on the internet so that field techs
Two Factor for Mobile Aptora Read More »
It is time consuming to go in and manually switch payroll item around and create new time sheets for employees with overtime to pay them correctly. Would like to see this happen automatically with no manual entry required.
Automatically switch payroll item to overtime after 40 hours Read More »
Would 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 then track the time sheets to a specific payroll item.
After Hours Service WO Time Sheets Tied to Specific Payroll Item Read More »
Can you please add the ability to do a full customer search on the scheduling wizard? Or maybe add a few more ways to do a search? We have a large database and it is hard to find customers. The search is slow too. Don’t get me wrong though, it is a great feature and
Full Search on Scheduling Wizard Read More »
I have an idea no one could argue with. Ya right. 🙂 Please mark any of the preferences that are in tom that also work in the mobile app, like required fields.
Mark TOM Preferences that are in the mobile app Read More »
Would 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 a way to see without looking for it when a purchase order is created in mobile. I have
Alert for Mobile Purchase Order’s Read More »
