customer
add the customers address to show when the customer history is open
Open
Automatic Invoice Reminders
Ability to set schedules for sending automatic reminders for open invoices with templates based on the age of the invoice.
Automatic Invoice Reminders Read More »
TOM payment link
Ability to have a payment link for invoices sent from TOM to be paid as they are in mobile.
View Technician’s Notes on Work Order List
Can you add the option to view Tech Notes as a Column on the Work Order List? It would be great to be able to look at the day’s calls and quickly review what was done, all in one place.
View Technician’s Notes on Work Order List Read More »
SA dates on pop-up notes
We use the pop-up notes on every customer. We would like for it to have the customers SA dates at the top under name and number, so that way there isn’t 2 other clicks to get to the customers SA agreement dates.
SA dates on pop-up notes Read More »
MAP Option to display unassigned calls
We would like an option to display unassigned calls on the map so that we can see the proximity of calls to active calls. Also we would like the option to drop completed calls from the map as they are useless for scheduling
MAP Option to display unassigned calls Read More »
Automatic CC on client emails
It would be very helpful to be able to add a CC email address to a client’s file so all the contacts get the correspondence.
Automatic CC on client emails Read More »
Allow the Ability to Disable Overdue Warnings on Aptora Mobile
The Reason for this would be to remove the ability for techs to see how many general calls they have on them for the day , As once any call set on Aptora mobile has been on a tech for longer then 60 mins they will all show up as overdue. This number is seen
Allow the Ability to Disable Overdue Warnings on Aptora Mobile Read More »
Add Name and Email to Mobile WO and Invoice
Please give the option to display Customer Name and Email on Mobile Work Orders and Invoice
Add Name and Email to Mobile WO and Invoice Read More »
MOP Automation for Cash Discounts
We offer a cash discount. It would be awesome if when the Tech selects the method of payment, an item for cash discount (if applicable) is added to the invoice.
MOP Automation for Cash Discounts Read More »
