Just noticing there are a few key things missing in history that would speed up simple processes and reviews. 1) Payment History doesn’t have payment type. It would be nice to know at a glance if this was CC or Check. 2) Stage would be a helpful view on all applicable forms, not just WO. […]
History Information Upgrades Read More »
Would like to be able to have a crew for Mobile Stop Watch Feature. We have many 3 man crews that work together all day. Instead of having to assign each one to the work order and also each one have to login hit enroute, working & complete. The Crew Foreman would select each crewman
Crews For Time Sheets in GEO & Mobile II Read More »
NEED the ability for crewman to clock in on work orders that are not necessarily assigned to them. We have crewman that move from site to site. Assigning them to every work order is very cumbersome. We want them to clock in on GEO Time they do not need access to mobile as they only
GEO TIME “All” Crewman Clock in on WO Read More »
When i’m in a customers contact log, let me click a button that will then open a blank email in outlook. When I send the email, it then auto contact logs the email in the customers history.
Auto Contact Log Entires Read More »
More filters or Cleaner way to filter in and out exclusions to create custom lists. In all list views we have to have 3-4 lists to perform 1 task. IE Billing due to the way multi-days do not complete themselves automatically. Would like the ability to pick and choose multiple filters per field and not
More filter, or exclusion permiters Read More »
Would you be able to add a “Vendor” choice in the form preferences in the Edit PO window?
Form preferences in edit PO Read More »
When we create an invoice, the Work/Ship date auto populates with todays date. We make invoices weeks before we deliver in some cases. Can there be a setting to leave the Work/Ship Date blank? I would rather no information than incorrect information. This would be for desktop users only, not mobile.
Company/User Setting/Preference to leave Work/Ship Date Blank Read More »
To be able to see a workorder that should be kept in same location on schedule board for that day and not moved. Could be a workorder that customer can only do that particular time during day. Often times a workorder will get moved and not opened to see specific details
Highlight workorder on schedule board Read More »
Currently it makes you select the file then the Aptora Item you are trying to upload. This is counterintuitive. If you have the ability to select the Aptora Item first then you can see the available fields for upload and can rename or add prior to loading. As well as know the # of characters
Import Feature is Backwards Read More »
Have the Ability to import work orders from spreadsheet. We average 60-80 work orders per week. It would make things much quicker to be able to upload.
Import Work Orders Read More »
