I think a note box in the reconciliation screen would be incredible helpful. I do weekly reconciliations of our accounts. A lot of times you end up chasing something down or have to step away. Or sometimes your amounts are off and you want to make a quick note as to why so when you […]
Reconciliation Note Box Read More »
I’m a service tech that has to create appointments for time sheet entries when I’m not running calls and using work orders. Is it possible that we can have a time entry on are end time? Or use the timer feature that the work orders have?
Appointment end time for Mobile Read More »
As it sits now, the barcoding only works if you are sitting in from of TOM, and put the curser where it needs to fill in. It would be helpful, to start out with, if when you use the bar code feature – you scan an item, it fills the item in and immediately goes
Intuitive Bar Coding Options Read More »
Add the ability to filter the Database checkup Invoice/Sales/Credits by Old 0.00 so when your fixing 0 costing mistakes it takes les time to filter through the list. This would reduce the hours of time it takes to fix 0 costing invoices.
Database Checkup 0 Cost filter Read More »
While getting things ready for the dashboards we are fixing up our departments. It would be great to have the advanced fields added as columns. I am sure a lot of other companies will have a lot of department issues to fix.
Department Columns for the Dashboard Read More »
It would be nice for the techs to be able to access reimbursables from mobile II while invoicing from the field. This would be ideal when the tech returns for the repair after PO was received. Would also work well for Time plus Material jobs when the items are ordered in advance.
Access reimbursables for Mobile II Invoicing Read More »
For every asset there is a place to enter a department, but if you want to set up a filter showing the assets in that department, the department field is not listed. Please add department to the list.
Add department to the filter selections in Asset Manager Read More »
Require staff to add a note to work orders when changing status to work complete. Do not allow status change without note
Require work order tech notes Read More »
I would like to see any equipment marked as “not in use” turn red in the Equipment tab on the Customer History Form. This would be similar to “inactive” customers.
Mark equipment “not in use” in red in the Customer History Equipment tab Read More »
We have found when a customer has multiple locations (50) under one parent when there is an update to the contacts we have to update each sub account individually. It is nice during creation of the sub account you can copy to the sub from parent but mass edits cant be done that way. It
Edit Parent Contacts and push to Sub Accounts Read More »
