Before the “Go” button was introduced, TOM would start to generate info based on the letters I was typing instead of waiting for me to type everything and then have to push “GO” for TOM to start to guess what I was looking for. This is a two fold problem: 1) it requires me to …
Since the technician needs to know which equipment to work on while doing SA inspections, they need to see this in the equipment tab. Please add a column showing whats covered and whats not (like TOM).
Most employees dont have the item category memorized, so adding a drop down menu when using the quick filter for the list of item categories would be helpful to all users
This would allow the grand total to be readily available to anyone when taking a deposit on parts before sending a tech to complete the work. Unfortunately, a lot of times my parts dept does not charge tax for customers that are not exempt because they are taking a deposit on a work order and …
Please allow editing of serial numbers at any time. Many of our manufacturers don’t play nicely with barcode scanning for serials and they are manually entered. We pay the bill before invoicing quite a bit and have to frequently remove an item from inventory and add the correct serial number in. I don’t see a …
I need to be able to create a service contract that can cover multiple child locations Our service contacts are not written on equipment like HVAC systems. Our customers are looking for service contracts that give them a reduce rate if they guarantee us so may of hours of service a year to cover service …
Service Agreement Contracts that can cover multiple Child locations Read More »
The ability to create a service agreement for a customer who has multiple locations, IE a school campus or property management company that has different buildings with the same location.
Please fix credit card deposits to be able to reflect the net with the refunds that come through. Every processor that I have been with including the new one recommended through EGIA (Service First) batches out credits and debits in one deposit. When reconciling our bank accounts, the deposits are frequently the sum of the …
I would really like to see mobile invoices and payments visible in history forms and in the payment forms. It’s created so many headaches with the team to have these items essentially invisible for a period of time until they are processed internally. Or if someone forgets to save the invoice on accident and it …
Please make a company preference or user security option to eliminate the Information Center as this is a memory hog. Schedule board is also a memory hog pulling triple what TOM pulls in computer resources. See attached picture of normal resources. possible web-based schedule board?
