We would like to see the ability to merge a customer / job with an administrative password. Currently you get a notice that the parent to a child has accounting associated with it and the system will not let you merge the child. Example: ABC Leasing Company:123 Main Street ABC sells 123 Main Street to […]
Our Administrative staff loves this report but they can not pull it by date. When you pull the report it is at that current time and date. Is there a way to pull the report as of a certain date? This would be very beneficial to us as well as others i imagine.
Executive Summary by Date Read More »
When adding parts to the system a box that you check if you want that part to automatically add to equipment like serialize items do. This would save a ton of time manually entering non-serialized equipment into the system
Add inventory to equipment Read More »
Has there been any thought to a customer portal? Where the customer can log in to view their invoices, work orders, and history.
I can’t seem to find a Custom Data View that has Work Order information and also shows the stage. Can this important field be added? Particularly Work Order Details. Also, call back (yes/no) and call back technician. Thank you.
Work Order Stage and Call Back on WO Customer Data Views Read More »
Need a list for filling out EEO forms. Currently the Gender and Ethnicity are not listed on any of the Employee List. This is getting to be a very common form that is required. Please add fields to existing list, or even better create the EEO form
Is it possible to have the retail price lock, also lock the markdown markup method on invoices and estimates? I have employees changing the global setting on and estimate and not resetting the markup on service items and selective items that are not to be discounted which is causing us to sell them below my
Is it possible to get a percentage of the customers approve or decline of the repairs and/or services offered to them? Ex. When we are booking existing customers if we can see on their front page the percentage of repairs they approved on past calls. This would be valuable info to let us know if
Customer Approval percentage Read More »
I’m very concerned that the new mobile never logs a tech out from the server. We do a lot of government work and I worried that leave the connection open to my mobile server could be exploded and would not pass a penetration test. I would like first choice to have time logoff setting after
Mobile Auto logout. Read More »
To update “Custom Data Views” you have to scroll all the way to the bottom of the list. Please relocate to the top of the list or better yet even to the opening page with an bell notification showing that updates are available.
Update Custom Data View Button Relocated Read More »
