When assigning an Asset to a Work Order we would like the technician to be able to record the Odometer/Meter Usage reading from the work order while using Mobile II.
Enter Asset Odometer/Meter Usage from Work Order in Mobile II Read More »
add item Qty to lines. currently Item name, amount, description, vendor total
Bills By Customer:Jobs Report Read More »
When designing a custom form (invoice, PO etc.) it would be create to have a template available for modification. The hardest part of the form design is getting the headers, footers and body setup correctly. And for certain items to group, subtotal and total. If the original form was available, then we could modify and
Custom Forms Template Read More »
Please add “Created By” and “Modified By” fields to all lists, particularly WO and Invoices but on all lists (i.e. customer, PO, Estimates, Sales Opportunities, etc.) Please also add those fields to customer data views (i.e. WO details, Invoice Item Details, etc.) Last, these fields should also be available in both the list search filters
“Created By” and “Modified By” Fields Lists and Data Viewa Read More »
Love the new scheduling Wizard Phase 1. Next update hoping it will allow us to schedule a (new) customer account from there as well, not just existing customer accounts. Also, allow us to right click anywhere throughout those wizard step-by-steps and go directly to their History if the customer has a quick question to answer,
Scheduling Wizard Enhance Read More »
I would like to see the batch update stage available in all lists. Just like it is in WO list. For example we use stages on invoice for warranty tracking. We have some where stage was missed and now there are hundreds of paid invoices with the wrong stage. I am sure the feature would
Batch Update Stage All Lists (invoice, PO, etc. Read More »
Have the ability to mark group items as commonly used.
Group Items Commonly Used Read More »
Require description when creating a work order in mobile. Currently a work order can be created but it is blank.
Mobile Work Order Requirements Read More »
Form 1095C & 1094C created. We need this form for yearly filings. All of the info is already in Aptora, the report just needs to be built out.
Please add an additional field in the “Shipping Information” section of purchase orders so that information that is required by some shipping partners can be included. Using existing fields like notes or message does not work for our vendors as that information pertains to the PO itself, not the shipping information.
“Additional Information” Field on PO Read More »
