Man Hours Instead of Labor Minutes
Provide a preference to use Man Hours instead of Labor Minutes
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Feature Requests Submissions
Ability to Select One or More Contacts from the Contacts Tab When Texting
Regarding automated texting. Add the ability to decide which contacts from the Contacts tab will receive an automated text message or email. The work order form should have easy access to these settings.
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Budget by Department Rollup to One
The ability to have a budget for departments fall under a parent budget for the entire company. So that departmentalized budgets can be combined into one Company budget.
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Allow for same credit card on multiple accounts in TOM
We have many customers with multiple accounts or sub accounts, that use the same credit card to pay via BatchEpay or individually. The problem is that once we set up a payment profile for the customer card on Bambora, if we try to use the card on a different account, we get an error that
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Filtering by dates….
please consider adding the ability for custom dates on list filters. currently limited to year, quarter, month, week, day and “empty” add the ability to filter by “dates between”
Filtering by dates…. Read More »
Add Debit or Credit Column to Escrow Movement
We couple use a small favor please. We have a lot of service agreement escrow work to do. If we could have the amount add to the escrow list it would save us a lot of time. Thanks guys
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Marketing Source Auto Populates on Work Order
Set a preference in which I can set so the Marketing source that is in the customer file does not auto populate to a work order that is created? Example: in 2012 “Mr. Smith” calls us for a service call because he saw our van and is a new customer. We create the new customer
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Ability to have more then 1 serialized item per line
Ability to have more then 1 serialized item per line A. Makes the invoice not as long. With 100+ line invoices/quotes if you have to list each item with serial #s its makes that invoice even longer and harder to follow. Second when doing a AIA application and you need it to match the quote
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Form Preferences, Only Click Once
Unscheduled work orders~When using Form Preferences to shorten the work order columns, once you open the form preference and then open show columns, you can only click one item at a time as it takes you right back to unscheduled work orders and you have to repeat this over and over. It would be great
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Email lists
if i send an email from the “send email” on the menu, it remembers the last chain of emails i have sent out to, however if i send “PDF email” it will only ever remember the first one saved, major pain in the butt… how can this be corrected???
