Equipment user fields
Why can’t we access user defined fields from the equipment screen on mobile 2?? i have filter sizes and such listed in those user fields on TOM, but techs have no access to these.
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History “Show All Children” Option Instead of Entire Family
When browsing history for customer, it would be nice to have an option in addition to entire family, to just show the children (not the parent) of a sub. We have master Parent (level1) that also have children (level 2) that have children (level 3) of their own. I don’t want to see everything under
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Lock the Unit Of Measure
After an Item is created and used the Unit of Measure should be locked (i.e. unchangeable). The issue is, when it is changed during use, the Item Rebuild does not track the history of the changes, and it causes inventory count issues. If the unit of measure changes, a new item should have to be
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Contract Price Aliases for Estimates/Invoices
I have a suggestion that may help a lot of companies. We sell products to many different builders. The serialized equipment is on quoted contract prices that are good for several years. Each of these contracts get a different price than the next one, but the individual contract price stays the same for the duration.
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Inventory Rebuild – Local Admin Password
Aptora inventory goes sideways at points (still not sure why). General Journal list and then going to ‘Rebuild Item Register’. This requires a password. This password is something that Aptora has. This has not always been the case… it would be nice if our local admin password would allow us to run the rebuild.
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Add Customer Equipment To Mobile II Work Order
Would like to have the Work Order in Mobile include the Customer Equipment Info when printing similar to printing it from TOM
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Install Date Field On Invoices That Populates Equipment Dates and Prints on Invoices
Please add a date field that can be set as a semi-required field for “Install Date” to invoices (ie. a warning message that says “Install date is blank, please verify the install date is accurate.”). This field should NOT auto-populate from anything (WO, estimate, etc) and should be manually selected. Please create a company preference
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Automated Email Reminder Place Holders
Can we please add time slot promised? It would help when we are attempting to advise a customer of estimated arrival time. Thank you
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create an option for mobile
when “stop time” is selected from a mobile work order. the default is that the “complete work order?” box is checked. Force the tech to choose whether to complete the work order or not. Or: give us the option to decide the default checked or not checked. If a tech accidentally leaves the box checked
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Add Expected Date for PO to PO tab in Customer History.
I would like to see the PO expected dates in the customer history screen for POs. We regularly use customer history for full snapshots but we have to open each PO to get the eta. Particularly with the state of backorders right now, this would save many hours for us.
Add Expected Date for PO to PO tab in Customer History. Read More »
