Approval Process
I would like to see an approval process similar to the PO, Invoice, estimate process. This is to allow others in company to create but not use till approved by select persons.
Open
Expiration Dates and Codes for Marketing Types
It would be most helpful to associate expiration dates with a marketing type. This helps when multiple campaigns are in place. It would also be helpful to be able to assign a specific code like you see on coupons and websites for promotions. This is usually a code for specific promotions like Free Shipping on
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After Hours Service WO Time Sheets Tied to Specific Payroll Item
Would like to see a way to link after hours work orders to an overtime or double time payroll item through the time sheets. This could be done through the WO type being set to After Hours which would then track the time sheets to a specific payroll item.
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Alert for Mobile Purchase Order’s
Would be great if you could be alerted when a technician creates a purchase order in mobile. And if it could automatically be emailed to a preset email (s) such as your parts manager. I can’t find a way to see without looking for it when a purchase order is created in mobile. I have
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Check stub alignment
It would be really helpful if there was an option to align the check stubs and paystubs in your program. Printers do not have alignment features, at least not that I am aware of. Software programs usually have the alignment feature for their system forms…..
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Automated Email:Settings and Available Place Holders
In the Available Place Holders it would be nice to have the option to use Employee Alias. The only option is employee first name. If my legal name is Antonio that is what we put in the employee file first name section. I go by Tony so we have Tony in the Alias section of
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Track small Tools & Equipment that get checked out to WO’s
Working with Adam today to see how we could track assets like, small tools and equipment that get checked out for WO’s upon request. How to check them in and out and know where they currently are at (what WO they are assigned to/Employee they are assigned to/Customer:Job they are assigned to). I like how
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Auto Change Cust:Job on Purchase Order Items
We would like the ability to auto change the Cust:Job on all items in a Purchase Order if you change the Cust:Job in the Vendor Information section. This would be similar to the function currently available on the Item Receipt screen where when you change Cust:Job in the Auto Fill Down box you get a
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Add WO Stage to the static view on hover
Please add the WO stage to the static view on hover right under the work order number. The stage field has been a game changer for many businesses using Total Office Manager and should be viewable when hovering over the WO. I think most would agree.
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2% Net 10 Discount
I think the way that the program determines the auto discount is flawed there should be additional options to toggle on and off for the Terms when they are entered into the system as to what things they include and exclude from the discount The problem I am having is that I have a vendor
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