Can we add all contacts to the contact screen? It only shows the main number and techs don’t have quick/easy access to other numbers like alternative cell phones etc. It would also be nice to be able to document a phone number as a preferred contact method. Maybe a check box or something.
The ability to customize WO status would greatly reduce the amount of verbal communication with our dispatcher. There is currently nothing in the status list to reflect the need to return to the job, parts needed, parts ordered, ect. If we could add in our own status options then it could be color coded on …
Would like to see the ability to Confirm Before Sending the automated Thank You Text Message similar to the ability to do so with the automated Thank you email. There are times that the work order is marked completed for that day however need to return to finish the project or repair so the job …
I would like to add a new column to the Purchase Order List. A column that shows the “Total Open” amount for each PO. The data is populated if you open the PO but if you are reviewing the list, a PO that may have partial items already received are not reflected by this column. …
We would like to see the ability to merge a customer / job with an administrative password. Currently you get a notice that the parent to a child has accounting associated with it and the system will not let you merge the child. Example: ABC Leasing Company:123 Main Street ABC sells 123 Main Street to …
The investment guide categories should not list inventory parts it should only show services. What we have done to help not select a part when pricing a job is we added a * in front of the category name and made the category name all caps to identify it as a price book category and …
When making group items, the calculated price can easily include 2 decimal places. It would be much more convenient for collecting cash and tracking purposes if we could choose to have the sale price automatically round up or down to the nearest dollar.
We removed our parent departments because staff kept choosing them for transactions, when we just wanted them for reporting purposes. Having the ability to lock out parent departments from being selected in transactions would resolve this, and make for better reporting.
The invoice items have a lot of blank real estate. Can you make the description field larger to see the entire field without scrolling? Also- some font editing tools would make invoices/estimates more professional looking.
Department is such a critical piece of information to be correct. Visibility is a big thing especially when department can be auto-populated from other sources. We are finding the wrong department is easy to mess up or overlook. Please move Department to the General tab so that it is right there in your face instead …
