I’m looking for a way to print the total customer account balance on a custom invoice. When sending customer reoccurring invoices, it would save time to show the customer if they have an existing balance without having to print a separate statement. Thanks!
Printing Customer Account Balances Read More »
We do reoccurring billing every month and quarter. We are getting more customers that opt for emailing their invoices vs mailing. It would be time saving to have the ability to somehow batch email everyone at once when the invoices are generated. Any tips on saving time for this are also appreciated! Thank you.
Add a “Seasonal” toggle or yes/no checkbox to turn this on inside of the Setup Bins, Reorder Points, and Locations for all Inventory Items. Inside of that would include checkboxes for the Season to turn on the feature. It would include Start & Ends Dates that the information would apply along with the Min and
Seasonal Toggle for Inventory Items Read More »
There needs to be a way to add pictures easily to an estimate while in the field, then the pictures need to be able to flow automatically through to the work order for viewing by the installer. A simple pop up could ask if attached document links should follow to the next step when creating
Attach Pictures to Estimates in Mobile 2 which flows to WO Read More »
My inventory manager is constantly having to edit purchase descriptions and reprinting labels because the “Bar Codes” button on the Receive Items and Enter Bill screen is defaulted to print the “Purchase Description” on the label. All the labels he needs to print are on that screen, as he is receiving them, as they should
Fix the “Bar Codes” button on the Receive Items and Enter Bill screen Read More »
Ability to copy an existing filter. When copied it would save as “copy- name of original filter”. Then you could edit the filter and rename.
I would like to be added to a notification list when a new feature request has been submitted by an Author . The notification should have a link that directs me to the feature request. There are alot of great ideas that are not being voted on because NOBODY has time to sit and review
New Feature Request Notification Read More »
I would like to add a button on the email screen that would allow you to toggle between email address in the customer’s contacts tab in the customer file. Right now the email template auto populates with the primary email address. (Usually the customer’s AP department) It would be useful to be able to easily
Quick access button for customer contacts email Read More »
Create an area within the estimate field to write a detailed scope of work that will transfer to work order description of work to be perfromed
Add the ability to select a branch for vendors. This is helpful when a vendor has multiple locations that are ordered from but one remittance address.
Ability to associate branches to vendors Read More »
