For every asset there is a place to enter a department, but if you want to set up a filter showing the assets in that department, the department field is not listed. Please add department to the list.
Add department to the filter selections in Asset Manager Read More »
Require staff to add a note to work orders when changing status to work complete. Do not allow status change without note
Require work order tech notes Read More »
We have found when a customer has multiple locations (50) under one parent when there is an update to the contacts we have to update each sub account individually. It is nice during creation of the sub account you can copy to the sub from parent but mass edits cant be done that way. It
Edit Parent Contacts and push to Sub Accounts Read More »
In the Zip Code Item list… Allow Notes to be attached. An example would be: “This zip code requires Occupational Tax, add tax info” So that when a zip code is selected any special operating conditions could be noted and pop up on selection.
In the Invoice/Sale/Credit/Estimate List a quick way to see if ESTIMATES have been billed with the Percentage billed and Value Amount as a column preference.
Balance Billed Percentage/$ Value Read More »
We monitor all our sales through Sales Opportunity manager. Seeing if the customer has an open balance and total balance would be very helpful for monitoring sales progress from one place.
Add Customer Balance/Total Balance to Sales Opportunity Manager List Columns Read More »
A way to add a group of items from an invoice to equipment and be able to edit the user define fields within each item on the invoice. Or when you save the invoice there is a check box add to equipment and you can edit them in the same screen as serialized items behave.
A quick add to equipment button Read More »
Hi! Please consider allowing the ability to Copy & Paste the customer’s email address in the Work Order Address tab. This would make the transition from Aptora to an email platform more efficient, without having to edit the Work Order.
Ability to Copy & Paste Email from Work Order Read More »
Under Customer Equipment list, add the option to include description.
Add description to mobile Read More »
Please add the employee count on reports. The number of employees reported is required on many filings, i.e. State Withholding, SUI, and Local Taxes.
Employee Count on Reports Read More »
