Option to email statements to those customers that have a valid email set-up. And separate the ones that don’t for printing and mailing. Saves a lot of money on postage and is also quicker to get paid, The function should also allow the attachment or printing of the outstanding invoices.
If the technician collects a deposit against an invoice he has created in mobile and returns days later to complete the work then the mobile user has no way of collecting the final payment and applying it to the open invoice. If the office could somehow tell tom to convert it back to a mobile
Convert TOM invoices back into Mobile Invoices so Tech can collect Read More »
It would be great to be able to print the BIN Labels in sequence. As it is designed right now the BAR Code scan labels print in alpha-numeric sequence. This makes the initial inventory set-up much harder and time-consuming. Also when re-locating a section printing a limited set of new bin/part locations is quicker and
Print BIN labels in sequence by BIN Read More »
I would like to be able to click on a customer or work order and see how far away my techs are from that job. I would like to list the techs by drive time and select one to create the work order for. That would be a feature everyone would benefit from and maybe
Find Nearest Technician to Job Read More »
I would like to see the ability to export to Excel, import the budget back in and do this by department. I would also like to the the Build for Year feature offer a department selection. That way, we could build a budget from Service 2019.
Import Budget from Excel with Departments Read More »
We want to be sure we are adding departments all over the software to take advantage of what we read regarding the dashboard system. Departments are very important. In Preferences > Customer:Jobs > Company Preferences > Required Data. Please add “Department” as a required field. In Preferences > Sales Opportunity Manager> Company Preferences > Required
Add Department as Required Field for Customer and SOM Read More »
Add a UPC field to the item form. Use the UPC-A type (most common). Add this number to the Item List, PO form, and Item Lookup, so that it can be used. Here are the rules for UPC-A. https://en.wikipedia.org/wiki/Universal_Product_Code
Add UPC Field to Items Read More »
We use MailChimp. We export Total Office Manager information from the Marketing Lists Generator. We import into MailChimp manually. It works well We would like some type of automated (or a few clicks) system that keeps the two systems synced up. That would save us time.
MailChimp Integration Read More »
