We would like to see when an email is sent from mobile that a contact log entry be made for that customer. Sometimes we do not know if the tech actually emailed the customer from the field or not.
Contact log in mobile Read More »
Currently the only way to create a multi day work order is in TOM. It would be nice for an admin or manager to have the ability to create or edit multi day work orders in Aptora Mobile when they aren’t by the computer.
Create / Edit Multi Day Work Order In Aptora Mobile Read More »
Please add a right click feature in the customer payment screen for the payment history. Specifically to find the deposit that includes that customer payment.
Customer payment deposit locator Read More »
Now that the Bar Code Scanning feature on an Invoice no longer requires choosing a Vendor it would be very beneficial if this ability is added to Work Orders and Inventory Transfer. Eliminating the need to choose a Vendor will greatly improve efficiency.
Eliminate Vendor Requirement When Bar Code Scanning to Work Order & Inventory Transfer Read More »
We would like the ability to format emails from TOM as we see fit. Specifically we want to include “NOT AN INVOICE” on emailed work orders. This is because our customer’s keep paying work orders, rather than awaiting an invoice be sent, due to the current (lack of ) formatting in the emails. ALSO, We
Company Preferences for Emails Read More »
Can you update so we can change the reminders from 12:00PM to another time? We typically schedule our calls later in the day, so they are not assigned or scheduled until after 12 the previous day.
Modify Time for Automated Text Message Read More »
Would like the ability to sort Bar Code Labels by General Bin Field so when printing they appear on the label sheet in order of the General Bin. Currently they sort based on Item Name. Total Office Manager does not preserve the sort order that was performed in the Invoice Item List before printing.
Sort Bar Code Labels When Printing Read More »
We would like to be able to make the biggest estimate for a customer, duplicate it and delete items to create multiple options quickly for the customer This functionality is available in TOM
Be able to duplicate estimates in a work order on Mobile Read More »
The ability to associate an invoice to an estimate. Assign to estimate similar to assign to work order. This would allow us to bill from the mobile work order and not have to recreate an invoice and omit the mobile work order with the signature on it. This would allow you to know quickly how
Ability to associate invoices to estimate Read More »
