Stages typically are used to track stages of a process that require multiple people to touch a work order etc. It would be great if there was a way to set a timer (like Stage X Max days 1) and if it goes past that to flag in the list with color or an identifier …
I would like to see Sales Opportunity Enhanced. Sales Opportunity does a great job associating Estimates and Appointments with the sales opportunity, it’s all in one screen. But, there is more to a sale than those things. I would love to see the POs, Work Orders, and Invoices that are generated through the process associated …
Sales Opportunity – Associate Invoice, PO, Work Orders Read More »
We would like to see the ability to load the schedule board on a separate large screen monitor. The concern right now is using a TOM license just to place the schedule board on a display monitor.
Please make the sales opportunity list a scalable window. Lots of other windows have gotten the update recently but Sales Op is still scrunched up even if you make the window bigger. It makes profile questions hidden.
Can you add an item when you an another item automatically? Maybe you could add a way to select an item that gets added when another item gets added to a sale in Tom and mobile. James spoke about this during a demo and said we should enter the idea here.
Please make Work Order Type and Work Order Stage show up in the work order list information as well as the agenda view. This way techs can see these things at a glance instead of drilling into a work order. I think it’s important they know what they are going out for (Work Order Type) …
Please add time stamping in Mobile II for technician notes. There is no chronological tracking for technician notes and I think EVERY company would use this feature.
The current list of permission on the security form is very large and can sometimes be difficult to sort through and find the exact permission you’re looking for. If there was a way to type and search and have it find matching security preferences, it would make it alot easier to assign those permissions to …
Add the “Assigned To” as a column Would like to be able to re-assign an asset from one employee to another. I.e. Johns truck is in for repair so he will be driving the extra service truck for a week or so. Or if Bill let John borrow his generator. Move from one employee to …
Add historical tracking of the progression of stages. It would be very helpful to see the dates and times that stages were changed and the stage it changed to (and what it used to be). It would help businesses get a handle on where certain things are getting hung up or provide KPI information for …
