Love where TOM is going with this Scheduling wizard idea! For phase two of it, I’m suggesting that if the customer’s name not found in the drop down menu (step 1) that the call taker is able to click ‘New Customer’ and setup a new customer account there as well so they don’t have to […]
Check out the Scheduling Wizard! Read More »
I see many request for this or that to be added or moved to the General Tab on the Work Order. It would be GREAT to have a **FAVORITES** Tab Where you could add the fields your company uses, order the way you need and the ability to make this a default. This would eliminate
Customize Work Order TABS *FAVORITES* Read More »
Need the ability to change the quantity of items when adding the items as the items are selected.
Mobile item quantities Read More »
Ability to filter from payment list by customer with payment on account. This way you know if payments were applied incorrectly or how much money is sitting out unapplied at a quick glance.
Balance of Payment In payment list Read More »
Our Administrative staff loves this report but they can not pull it by date. When you pull the report it is at that current time and date. Is there a way to pull the report as of a certain date? This would be very beneficial to us as well as others i imagine.
Executive Summary by Date Read More »
When adding parts to the system a box that you check if you want that part to automatically add to equipment like serialize items do. This would save a ton of time manually entering non-serialized equipment into the system
Add inventory to equipment Read More »
Is it possible to have the retail price lock, also lock the markdown markup method on invoices and estimates? I have employees changing the global setting on and estimate and not resetting the markup on service items and selective items that are not to be discounted which is causing us to sell them below my
Is it possible to get a percentage of the customers approve or decline of the repairs and/or services offered to them? Ex. When we are booking existing customers if we can see on their front page the percentage of repairs they approved on past calls. This would be valuable info to let us know if
Customer Approval percentage Read More »
I’m very concerned that the new mobile never logs a tech out from the server. We do a lot of government work and I worried that leave the connection open to my mobile server could be exploded and would not pass a penetration test. I would like first choice to have time logoff setting after
Mobile Auto logout. Read More »
Would be nice for a tech to see the reimbursables from the add items tab on mobile, and desktop versions.
Reimbursables from work order item tab Read More »
