This a small thing but we didn’t know that there was a right click on the bills form and others. I would add a menu button if I were you guys. It should be fast and easy quick to see the benefit. I read your feature request guidelines. 🙂
Add the current “Find in GJ” (from Invoice and Sale) to Bills, Checks, Item Receipts, and Credit Cards. I am boring for sure. This seems like a great idea to me. Having this feature would be so helpful in these forms as it is very helpful working through the accounting effect of a sale or …
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Add the ability to import Vendor Credits the same way we import Bills.
Consider fixing the update “estimated cost” prompt to always use the per-unit cost so users aren’t accidentally updating the estimated unit cost to the total cost of that item. Maybe it is a feature request and not a fix.
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 …
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.
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 …
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