Ability to Flag Equipment for Watch List
Add the ability for technicians to mark the equipment Add to Watch List. This would save the office from having to search for this information.
Approved
Two Factor for Mobile Aptora
Can you work on integrating some kind of Two Factor for Mobile Aptora to text users when they login and or use an existing two factor solution like Duo.com and their IIS two factor solution. Mobile Aptora is a point of vulnerability for us being a web server on the internet so that field techs …
Enlarge signature field in mobile
Techs are requesting this often: In mobile: on an android tablet: the “signature field” is small. If you turn your tablet to landscape, it stays the same size. customers are having to try to sign in the field and it is TOO small.
Carts / Investment Guide
Please add the ability to add multiple quantities of items and groups in the carts (Investment Guide). While in the carts, items and groups cannot be increased above the quantity one and you cannot add any item or group more than once. We need the ability to be able to add multiple items and groups …
Remove one of the email options in mobile
I’d like to request you guys remove one of the email options in mobile. It is confusing my techs on which button to push. We can’t use the Send Email becuase it is messing up the emails our customers are reciving. the PDF is much cleaner.
Private Notes in TOM estimates
Two parts 1. When creating an estimate could details be visible on the “main screen” Top right has lots of space. 2. Create a specific “private notes” section for estimates aswell. Same reason as WO — private information to be passed on from estimate creator to WO creator. Example — Private notes … Make sure …
Additional Import Features
We would also like to have these added. We would pay for these and the others we have asked for. Thank you. Customer Document Links Customer Equipment Customer Service Agreements
Additional Import Contact Logs Options
We would like to ask for the ability to Import Vendor Contact Logs and Import Customer Contact Logs. We are trying to get this information from an old program no longer used or supported. Please.
Customer Portal
Has there been any thought to a customer portal? Where the customer can log in to view their invoices, work orders, and history.
Work Order Stage and Call Back on WO Customer Data Views
I can’t seem to find a Custom Data View that has Work Order information and also shows the stage. Can this important field be added? Particularly Work Order Details. Also, call back (yes/no) and call back technician. Thank you.
