I have a suggestion that may help a lot of companies. We sell products to many different builders. The serialized equipment is on quoted contract prices that are good for several years. Each of these contracts get a different price than the next one, but the individual contract price stays the same for the duration. […]
Contract Price Aliases for Estimates/Invoices Read More »
Once an estimate is awarded and we begin creating work orders to schedule the job details it is frustrating that the notes and details on the estimate must be copy/pasted onto each work order. It would streamline our work and cut down on mistakes to have all that information transfer when work orders are created
Copy Estimate details to work order Read More »
Aptora inventory goes sideways at points (still not sure why). General Journal list and then going to ‘Rebuild Item Register’. This requires a password. This password is something that Aptora has. This has not always been the case… it would be nice if our local admin password would allow us to run the rebuild.
Inventory Rebuild – Local Admin Password Read More »
Would like to have the Work Order in Mobile include the Customer Equipment Info when printing similar to printing it from TOM
Add Customer Equipment To Mobile II Work Order Read More »
We need the ability to easily convert any WO into a multi day WO and add additional days to a multi day WO FROM the schedule board (Total Field Control). The WO should be able to be “copied and pasted” to an additional day or days and also copied to another technician’s schedule without going
Convert WO into Multi-Day WO from Schedule Board Read More »
Please add a date field that can be set as a semi-required field for “Install Date” to invoices (ie. a warning message that says “Install date is blank, please verify the install date is accurate.”). This field should NOT auto-populate from anything (WO, estimate, etc) and should be manually selected. Please create a company preference
Install Date Field On Invoices That Populates Equipment Dates and Prints on Invoices Read More »
Can we please add time slot promised? It would help when we are attempting to advise a customer of estimated arrival time. Thank you
Automated Email Reminder Place Holders Read More »
when “stop time” is selected from a mobile work order. the default is that the “complete work order?” box is checked. Force the tech to choose whether to complete the work order or not. Or: give us the option to decide the default checked or not checked. If a tech accidentally leaves the box checked
create an option for mobile Read More »
I would like to see the PO expected dates in the customer history screen for POs. We regularly use customer history for full snapshots but we have to open each PO to get the eta. Particularly with the state of backorders right now, this would save many hours for us.
Add Expected Date for PO to PO tab in Customer History. Read More »
I would like to see the “last contact” field that is currently in the Sales Opportunity list also added to the customer list as well. This will allow you to see the last time you contacted a customer. If you are calling in to check on your customers, you can prioritize your calls based on
Filter customers list by “last contact” Read More »
