Add selection box for customer name. Would like to see an improvement with the Reminders List. When a customer calls and approves a job our dispatchers will put in a contact log and reach out to the sales person to remind them to order materials. The dispatcher will also put that they reminded the sales […]
Reminder List Enhancement Read More »
Add the ability to right click and access customer history in the Sales by Customer Custom Date Viewer. If I am working in this CDV and want to look at the customer history, I have to open(edit) the customer and then go to Menu|History. It would just save a step and speed the process of
Right click options in CDV Sales by Customer Read More »
Would like to see the ability to have a Parent & Child relationship for an asset. The idea being that we can have a asset that includes various major components for which we want to track expenses for separate from the parent.
Asset – Parent & Child Read More »
Currently estimates do not show who estimated the job on estimates in mobile. On the pdf that gets sent out we have no idea who made the estimate unless we look up the customer history. Would like to add the estimators name on the mobile estimates.
Estimator Name on Estimates Read More »
We have a request to add the ability to scan a QR Code in Aptora Mobile II for adding items to transactions. This feature would only be for the mobile application at this time. Anyone interested in helping to fund this project, please let me know.
Ability to scan a QR Code for Items Read More »
We removed our parent departments because staff kept choosing them for transactions, when we just wanted them for reporting purposes. Having the ability to lock out parent departments from being selected in transactions would resolve this, and make for better reporting.
The invoice items have a lot of blank real estate. Can you make the description field larger to see the entire field without scrolling? Also- some font editing tools would make invoices/estimates more professional looking.
Make description field larger and add more editing tools to invoice items Read More »
Allow for new document links and to view document links on receive payments page. like you do for bills and payments. This feature would let you save copies of e-transfer statements, and Cheques for book keeping and audit trails for future use.
When using the Alternate SMTP Emailer, emailing a work order would allow for selection of all employees assigned to a work order and all customer email addresses in the To, Cc, and Bcc fields.
Employee and Customer Email Options for Emailing Read More »
When creating an invoice from a estimate that has reserved items on it. it duplicates the lines. An option for this not to happen would be nice.
