Symmetry in “hamburger menu”
between work orders and invoices in mobile II the menu’s aren’t the same… very annoying
Symmetry in “hamburger menu” Read More »
Feature Requests Submissions
Show Item Cost on Work Orders in TOM
It would be really great to see the cost of items on a WO within TOM. For example: It’s hard to put in misc. items in that had to be bought and not put the true cost on the WO. When an invoice is made, you have to go looking in notes for the cost,
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Carts / Investment Guide
Please add the ability to add multiple quantities of items and groups in the carts (Investment Guide). While in the carts, items and groups cannot be increased above the quantity one and you cannot add any item or group more than once. We need the ability to be able to add multiple items and groups
Carts / Investment Guide Read More »
Name and Address on Work Order/Invoice Notifications
Currently, generated notifications (to assigned users, not customers) does not include the Customer Name or Address. It only provides Wo#, Date, Incorrect Time and Notes. Can you add Customer Name and Address?
Name and Address on Work Order/Invoice Notifications Read More »
Scheduling Wizard – “Starts With”
Please update the search function in the Schedule Wizard to “Starts with” rather than “Contains.” Currently it finds the first name with the first few letters entered and you have to awkwardly scroll through the remaining list to find the person you are looking for. Mobile II enables you to change the search criteria and
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Mobile Work Order
When converting a work order into an invoice, the box labeled “mark as complete” is automatically checked off. I would like to either be able to take that box away entirely, or at least have it default to be unchecked
Attach Pictures to Estimates in Mobile 2 which flows to WO
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 »
Auto Check Mobile Time Sheet Entries as Reimbursable
There really needs to be a company setting that will check mobile generated time sheets as reimbursable. Going back to the time sheet entries to manually check entries reimbursable for every invoice is very time consuming.
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Mobile Forms – Email functionality
If our field employees could have similar functionality to email forms once completed in mobile as they do with invoices. At this time the only way to email a form would be for the field employees to download the PDF and attach to their email. There is no way to control the “From” email.
Mobile Forms – Email functionality Read More »
Pick Ticket Location Field
Pick Ticket Location Field on Estimate. Form Preference in Invoice/Estimate List so you can view this from the invoice list so you don’t have to use your memo field.
Pick Ticket Location Field Read More »
