Please allow editing of serial numbers at any time. Many of our manufacturers don’t play nicely with barcode scanning for serials and they are manually entered. We pay the bill before invoicing quite a bit and have to frequently remove an item from inventory and add the correct serial number in. I don’t see a […]
Edit Serial Numbers After Bill Paid Read More »
Miscellaneous items added to invoices could be easier to price if tech could enter our cost and then select a mark-up table and the program calculate retail price for them. Field technicians would be able to price jobs faster with less errors.
Mark-up table in Mobile Read More »
We noticed that there does not seem to be a quick edit for work orders that are multiday. If we missed it somewhere please tell us. That would be very helpful. We use the quick edit to avoid going back to tom.
Quick Edit for Multiday work orders Read More »
We would like to be able automate the scheduling process with GPS information. We put in a support ticket a while back that has all of the details. Thank you.
Ability to adjust how many items load per page in mobile items lists. Mobile used to load up to 300 items per page and it now only loads 10. Field technicians are complaining it takes longer to find items and would like say 50 or 100 per page. If this was a preference that would
Item list only loads 10 per page in mobile! Read More »
As I am working on rolling out the system I realize I can’t create items while in the mobile platform. Part of building the system is building the item list on the fly. As far as I can tell I have no way to do this on mobile.
Create Invoice Items in Mobile Read More »
I need to be able to create a service contract that can cover multiple child locations Our service contacts are not written on equipment like HVAC systems. Our customers are looking for service contracts that give them a reduce rate if they guarantee us so may of hours of service a year to cover service
Service Agreement Contracts that can cover multiple Child locations Read More »
Is it possible to create an Earnings Category? I have a lot of Earning Types so the Pay Stub is long and challenging for the employees to understand. If I could categorize the Earning Type and only print the total of each category on the Pay Stub, this would simplify and shorten the lengthy Pay
Payroll Earning type Category Read More »
The ability to select batches of serialized part on item reservation and invoice entry. This would make for a less tasking way of having to manually enter 100s of itemized parts to invoices and item reservations.
Serial # tool Select Read More »
The ability to create a presale or mark sale/invoice as a presale so when the part is received you can then mark the invoice as a sale/invoice and it posts the date the invoice was marked. Not that date of the invoice. This would help with the never ending issue/work arounds with zero costing. This
PreSale Invoice Type Read More »
