We would like to add a Pop Up alert when we open a customers file either making and appointment or work order or just opening a customer file we would like a alert like a past due alert for a pending Estimate as well
Add Alerts to customer files Read More »
We need to see the Credit Card Authorization Code when performing a Bank Reconciliation to cross reference the payment from the report received from the processing company. It currently shows the Check # Field, however we require the Authorization Code to appear. Alternatively if the Check # Field on a customer payment was automatically populated
Credit Card Authorization Code Visible On Bank Reconciliation Read More »
Have report that would show clock in and out location in address form instead of Longitude & Latitude. Also would like the ability to GeoFence Jobs and pull report as well.
Geo Time Address Report Read More »
The ability for employees (who do not need access to Aptora Mobile) to select an Active Work Order that is not assigned to them. Also the ability to select a Customer Job. It would be great to have filters that were saved or save last selection. Would also like to have a check box in
GeoTime for Jobs and Active Work Orders Read More »
Department is such a critical piece of information to be correct. Visibility is a big thing especially when department can be auto-populated from other sources. We are finding the wrong department is easy to mess up or overlook. Please move Department to the General tab so that it is right there in your face instead
Move “Department” to General Tab on WO Read More »
Adding the ability to select multiple bills for a vendor to pay without having to Select All or having to click the little box over and over again. Example: Select 1, hold Shift or CTRL and select a group.
Selecting multiple bills to pay Read More »
Accurate serial number tracking is the reason for locking them in the system. It’s not accurate if you can’t put a returned and repurchase serial in the system without adding a modifier. Example: Aug 12 you bought a water heater for a customer, Customer then decided to do something different. You return the water heater
Serialized product-not cleared from records when returned Read More »
1. Location Name 2. Location Description 3. Location Addr1 4. Location Addr2 5. Location Full Address 6. Location County 7. Location Contact 8. Location Phone
Add Location Address Fields to Custom Work Order Read More »
The new admin password feature is great. Thanks for adding that. We asked for that a long time ago. Can you make the password unique to each user? We don’t want our people entering one pw for all people.
Admin bypass not duplicated password Read More »
I know this is not a popular thing but can you please add mfg number and data created to the items list? It would make our inventory work for year end sooo must faster. We would pay more if needed.
Add Fields to Items List Read More »
