To 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 relocate the Callback field directly under the Ordered By field? These two fields are information the technicians need to […]
Relocate Ordered By and Callback to Main Screen in AMII Read More »
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 on commissions into a report. SO WHY even allow a Memo when assigning a Commission, if you can’t get it out of the system? Currently (and
COMMISSION MEMO on Commission Reports! Read More »
We 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 cash or check we turn the Estimate into a Sale since it is cash in hand again per Aptora
We 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.
ADD “SAVE & NEW” OPTION TO CUSTOMER EQUIPMENT Read More »
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 to the invoice item details report. For estimates, I need to see every item that has
“Estimate Item Details” and “PO Item Details” reports in custom data view. Read More »
Please 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.
Ability to See Start/Stop Time on Timesheets List Read More »
When 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.
Add Filtered Hours Total to Aptora Mobile II Read More »
I have an idea that people should like and need. Create the ability to open an invoice in the app or browser and send an email that includes a link to pay that invoice. Or you could create a link and we would email it ourselves. The link would be encrypted but I’m sure you
Email link for the mobile app to pay invoice Read More »
Can 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.
Password Reset on next login Read More »
We would like to see the ability to do some basic math in the form builder software app. Basic arithmetic is fine. The subtotal and total feature work well for us. If we could subtract two temperatures and multiple volts and amps, that is what we are looking for. We spoke to James about this
Form Builder Calculation Type of Field Read More »
