Since the technician needs to know which equipment to work on while doing SA inspections, they need to see this in the equipment tab. Please add a column showing whats covered and whats not (like TOM).
Equipment covered by SA in Mobile Read More »
Similar to what is in Aptora Mobile II (AMII) for tech note templates, there should be note templates that the office can utilize too. The AMII notes allow techs to be very uniform in their notations. Allowing dispatchers/intake to select a template would make office notes uniform as well. I think every company would like
TOM WO Note Templates for Desktop. Read More »
Please add the employee count on reports. The number of employees reported is required on many filings, i.e. State Withholding, SUI, and Local Taxes.
Employee Count on Reports Read More »
Please change the Company Preferences for Work Orders to include the field “Ordered By” in the list of fields you can choose to add to an email/text message.
WO Page/Email Options – Include “Ordered By” Read More »
Most employees dont have the item category memorized, so adding a drop down menu when using the quick filter for the list of item categories would be helpful to all users
Drop down list for Quick Filter when selecting item category Read More »
Hello. Please add a batch update form like we now have for work orders, items, and such. We need to do a lot of changes for departments and salespeople. We will pay $250 or more since that is cheaper than our labor.
Create batch update utility for the invoice list Read More »
Add a “Price Updated” Date Filed and a field to keep track of the user that updated the price to the Item Form. Then have the system warn you when you add an item to an Form like Invoice, Estimate, PO etc. if the date is beyond user defined date range in the preferences. (preference
Price Out of Date Feature with Warning message Read More »
Add a Notification to the Item form to show that there is an Alias for this item in the system. This should appear right next to the Name/Number field on the Item Form. Additionally, there should be a column in the items list with a check box if an item has an Alias in the
Item Alias Notification on Invoice Items Read More »
When we build a form for the form builder, we often create a drop down lists. You cant copy those to the next import field on the PDF. We would like to have the option to copy that field to the next field we are importing. I hope thats clear enough. We have ticket in
Auto Copy Field When Importing PDF Read More »
This would allow the grand total to be readily available to anyone when taking a deposit on parts before sending a tech to complete the work. Unfortunately, a lot of times my parts dept does not charge tax for customers that are not exempt because they are taking a deposit on a work order and
Add tax calculator to the Work Order Read More »
