Part/Task View by User/Warehouse
Allow inventory parts and group type items to be hidden by user/warehouse. An easy example – an HVAC tech does not need to see plumbing parts or tasks.
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Open
Text reminder
Possible to add option for work order type & time slot promised? When scheduling clean & checks we give a customer a window of a time, not an exact time.
Lock a work order on schedule
need a way to prevent changes to scheduled work orders. A way that a user can lock it in place and no can can move/modify or change that date/time/tech without an approval password.
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Confirmation status
It would be great if our technician’s could see if the customers have confirmed, canceled or reschedule the for the day of work.
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Close Year-End
I would like to be able to close year end after all accounts are reconciled so that no changes can be made to that year. The only way to reopen the year would be with an admin password.
Customer Payment Link
When a customer pays their balance via a payment link please post the payment to the customer’s account. Using payment links, as currently designed, creates a reconciliation nightmare that can be easily solved by applying the payment to the customer’s account automaticlally, just like it does when a payment is taken through AMII. This can
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Estimate Presentation Module (AMII)
We propose adding an Estimate Presentation Module to AMII. This module would allow technicians to create, present, and manage multiple estimate options directly from a work order. Key Features: Estimate Creation: Technicians can create multiple estimates directly from a work order. After one estimate is created, consider a “Save and New” or “Save and Copy”
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Mobile Category Selection
The biggest complaint we are getting currently with mobile is when it comes to selecting categories with a triangle drop down. The techs would like a better option to select categories with drop downs. Instead of a triangle selection maybe they could get a square box to check or a bigger triangle.
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Exclude Private Notes
There should be an option to exclude private notes from user permissions on Mobile II. Some of our staff level permissions are not eligible for this privacy setting for customer security purposes. Because of this it limits a portion of our technicians from use TOM/ Mobile App work order module.
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Children only option in history tab
currently there is a a tab to include entire family ( Parents & Children) Information in Tabs. Under customer history. by having another option for Children only would allow users to see for all sub jobs. We currently have customers that have multiple locations. We enter these as customer sub job of main customer. then
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