Item reservation
When creating an invoice from a estimate that has reserved items on it. it duplicates the lines. An option for this not to happen would be nice.
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Zero AR statements in list to send
Why show zero balance statements in the statement process? It would be much easier to process the statements if we were only seeing the ones that actually have a balance owing.
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Add Equipment Column to Work Order Item Tab
When creating an invoice from a work order, the parts on the items tab transfer to the invoice. The Invoice then has an equipment column to indicate where the part was used. Shouldn’t the tech be able to indicate where the parts was used? For customers with multiple machines, it would be helpful if our
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Stage On Inventory Part
Ability to add a stage to a part for inventory counting purposes. IE – Counted / Not Counted/ New to Inventory/Not Stocked. Also ability to batch update the stage of the inventory part.
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Add “Terms” to the Aptora Mobile Purchase Order Form
Communicating to the accounting department how an item is purchase in the field is a very important component to a successful AP program. I would like the Terms field to be added to the Purchase Order form on Aptora Mobile II.
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Add “Terms” as a required field preference
The PO is the starting point for correct AP records. Having the correct info from the individual purchasing the items is vital to preventing future corrections. When dealing with multiple accounts, it is very helpful to know which method of payment was used to purchase the items (On account, company cc, fleet card, cash, check
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TOM Mobile Schedule Board View
During afterhours emergency service hours our on-call dispatchers don’t have access to their office ‘schedule board’ offered on the desktop Total Office Manager to reference where to quickly place calls. BUT, on TOM Mobile there is a Company Calendar offered, if you Click on the ‘Timeline’ view. My idea is to add to the filtering
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Alert when our Maintenance Customer agreement
We would like to have an Alert sent to us how ever on a daily basis about agreements expiring
Alert when our Maintenance Customer agreement Read More »
Add Alerts to customer files
We would like to add a Pop Up alert when we open a customers file either making and appointment or work order or just opening a customer file we would like a alert like a past due alert for a pending Estimate as well
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