Work orders, Customer Job Info tab, and invoice all have an option to choose the stage of the job, however if you change a work order to complete, needs to be billed, it doesn’t translate over into the customer job info tab. We have to go separately into that tab and change it to be …
I am entering this for someone at Aptora University. The ability to rearrange the columns in the item history form and others if possible. Save the order by user.
Would be great if we had the capability to print a work order and include private notes as an option. Right now we copy paste them to the tech notes and then erase it under the tech notes after we print.
We have had this field inadvertently changed which causes problems. Can this be locked once a WO number is assigned?
Would like the ability to assign multiple alias part numbers from the same vendor. A simple example, multiple types of pex fittings are available from the same vendor under different skus. We would like the ability to roll all of the vendor skus up to our primary part – right now we only have the …
The list has Total, which includes tax. It would be nice to have a sub-total choice- especially for creating spreadsheets.
We need the ability to easily convert any WO into a multi day WO and add additional days to a multi day WO FROM the schedule board (Total Field Control). The WO should be able to be “copied and pasted” to an additional day or days and also copied to another technician’s schedule without going …
Convert WO into Multi-Day WO from Schedule Board Read More »
Way to run a report of all inventory items that have a SDS sheet required checked.
In the quick filter, when selecting category filter, have a drop down menu in the next field rather than rely on peoples memories to enter the category you are searching for (just like in Mobile).
Ability to have more then 1 serialized item per line A. Makes the invoice not as long. With 100+ line invoices/quotes if you have to list each item with serial #s its makes that invoice even longer and harder to follow. Second when doing a AIA application and you need it to match the quote …
Ability to have more then 1 serialized item per line Read More »
