NEED the ability for crewman to clock in on work orders that are not necessarily assigned to them. We have crewman that move from site to site. Assigning them to every work order is very cumbersome. We want them to clock in on GEO Time they do not need access to mobile as they only […]
GEO TIME “All” Crewman Clock in on WO Read More »
When i’m in a customers contact log, let me click a button that will then open a blank email in outlook. When I send the email, it then auto contact logs the email in the customers history.
Auto Contact Log Entires Read More »
More filters or Cleaner way to filter in and out exclusions to create custom lists. In all list views we have to have 3-4 lists to perform 1 task. IE Billing due to the way multi-days do not complete themselves automatically. Would like the ability to pick and choose multiple filters per field and not
More filter, or exclusion permiters Read More »
Would you be able to add a “Vendor” choice in the form preferences in the Edit PO window?
Form preferences in edit PO Read More »
When we create an invoice, the Work/Ship date auto populates with todays date. We make invoices weeks before we deliver in some cases. Can there be a setting to leave the Work/Ship Date blank? I would rather no information than incorrect information. This would be for desktop users only, not mobile.
Company/User Setting/Preference to leave Work/Ship Date Blank Read More »
Currently it makes you select the file then the Aptora Item you are trying to upload. This is counterintuitive. If you have the ability to select the Aptora Item first then you can see the available fields for upload and can rename or add prior to loading. As well as know the # of characters
Import Feature is Backwards Read More »
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
Stage Timers (Aging Item Flag/Notices) Read More »
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.
Schedule Board for Dispatch Monitor Read More »
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.
Make Sales Opportunity Window Scalable Read More »
