Please add the functionality of editing the parent account details like Company Name and DBA Name to auto Filter or an option to apply to all children. We had a company change their name and now have to update 200 children accounts to reflect the new name.
Edit of Parent not affecting Children Read More »
Problem: On the New Schedule Board (NSB), the hover pop-up window for Appointments does not display the customer’s phone number (see attached image), whereas on the hover pop-up for Work Orders, the customer’s phone number is displayed. While the customer phone number does appear within the scheduling block on the NSB display, it is hidden
Add customer phone # to hover pop-up on Schedule Board Read More »
To minimize clicks, it is helpful to see important information on the main screen of the work order. Can you get the Ordered By moved directly under the Duration on the main screen? Can we also relocate the Callback field directly under the Ordered By field? These two fields are information the technicians need to
Relocate Ordered By and Callback to Main Screen in AMII Read More »
WE RESPECTIVELY REQUEST THIS FEATURE ENHANCEMENT: INCLUDE THE COMMISSION MEMO ON THE COMMISSION TRACKING REPORT PLEASE. I’ve been advised there is currently no way to include Memo information input on commissions into a report. SO WHY even allow a Memo when assigning a Commission, if you can’t get it out of the system? Currently (and
COMMISSION MEMO on Commission Reports! Read More »
We utilize SOM and estimates. When an install estimate is accepted we will typically turn the estimate into an invoice to bill the customer as Aptora training says. But when a customer comes in to pay cash or check we turn the Estimate into a Sale since it is cash in hand again per Aptora
We think this used to be an option, but now can only “Save & Close”. When entering multiple pieces of equipment, the “NEW” option would be must faster.
ADD “SAVE & NEW” OPTION TO CUSTOMER EQUIPMENT Read More »
I could not find an existing report, so if there is one let me know. I also reached out to tech support who replied there is not an option. I need both estimate and PO item detail reports. Similar to the invoice item details report. For estimates, I need to see every item that has
“Estimate Item Details” and “PO Item Details” reports in custom data view. Read More »
Please add the ability to see the Start Time and Stop Time as columns on the timesheet list. This will help technicians see the times recorded when they do not have the ability to edit the entries.
Ability to See Start/Stop Time on Timesheets List Read More »
When filtering the timesheets under the menu or the column, it would be nice to see the total hours for the filtered results. This view ability has been requested by several technicians.
Add Filtered Hours Total to Aptora Mobile II Read More »
Can we add the ability to both TOM and Mobile that would force password reset on next login? Similar to how you can mange passwords in Office 365 and Active Directory.
Password Reset on next login Read More »
