The schedule board map is an effective visual prompt to schedule work orders. The first of my two part feature request would be to have an “always on feature” that would show maybe a small photo or name tag of the driver without having to hover over the icon to easily identify the vehicle in […]
Schedule Board Map and Schedule Board Profile Enhancement Read More »
Would like to be able to select an option (tab) to turn off or on to be able to show or not show inventory parts on any forms we send to our customers using mobile. We sell services or group items and do not sell inventory item parts. This would also allow us to be
Mobile Form Settings (Inventory) Read More »
While using Mobile II on iPads, our signature box on the workorders or the invoices are pretty small. – customers cannot sign their signatures. We’re getting them to try initials, but a stylus doesn’t help. Is there a way we can zoom in or expand the size of the signature box so that we could
Re-size signature box on Mobile Read More »
Would like to have the Invoice/Sale/Credit/Estimate as an option on the side schedule board list. This would be a nice feature to be able to select and see what has been sold or estimated on a particular day on the schedule board. I love that we have so much ability to drill down into so
New Schedule Board Sales List Feature Selection Read More »
Add selection box for customer name. Would like to see an improvement with the Reminders List. When a customer calls and approves a job our dispatchers will put in a contact log and reach out to the sales person to remind them to order materials. The dispatcher will also put that they reminded the sales
Reminder List Enhancement Read More »
Add the ability to right click and access customer history in the Sales by Customer Custom Date Viewer. If I am working in this CDV and want to look at the customer history, I have to open(edit) the customer and then go to Menu|History. It would just save a step and speed the process of
Right click options in CDV Sales by Customer Read More »
Would like to see the ability to have a Parent & Child relationship for an asset. The idea being that we can have a asset that includes various major components for which we want to track expenses for separate from the parent.
Asset – Parent & Child Read More »
We have a request to add the ability to scan a QR Code in Aptora Mobile II for adding items to transactions. This feature would only be for the mobile application at this time. Anyone interested in helping to fund this project, please let me know.
Ability to scan a QR Code for Items Read More »
Allow for new document links and to view document links on receive payments page. like you do for bills and payments. This feature would let you save copies of e-transfer statements, and Cheques for book keeping and audit trails for future use.
When using the Alternate SMTP Emailer, emailing a work order would allow for selection of all employees assigned to a work order and all customer email addresses in the To, Cc, and Bcc fields.
Employee and Customer Email Options for Emailing Read More »
