Batch up date Stages in Work Order List
The ability to batch update the stage from the work order list.
Open
Highlight subtotals in Estimate
We use and love subtotals in estimates but they are hard to find mixed in the grid with a sea of items and groups. TOM should highlight subtotals! Hurray!
Stage Preference
Is there any chance of getting “stages” setup in “Company Preferences” as a require field on Worker Orders Sales/Invoice/Estimate Options and PO? Stages has been one of the best features added, but it only works if employee’s remember to set the stage. I like to keep them from saving the form without it being set.
Delegation system to enter records
Have you ever been frustrated that your co-workers forgot to enter WO’s or PO’s they said they would? How about a TOM delegation system you can assign data entry tasks to users that tags a customer:job and shows up in reminders they need to check off?
Require department field for everywhere
Do you have to go back and assign missing departments when doing a month close like we do? Please add a preference that requires departments throughout all records.
In Company Preferences, Add “Require Memo in Journal Entry”.
IMO, There should always be something put in the memo field of every journal entry. I would like to force people within the company to add a memo. Should be easy right!
Moneris Merchant
Add integration for Moneris Merchant Gateway for processing cards
Lock the ability to remove captured signature
We have noticed that TOM users can view the captured signature from Mobile but anyone with the ability to edit a work order in TOM can also remove that signature easily. I would to see a security setting for this.
Convert TOM invoices back into Mobile Invoices so Tech can collect
If the technician collects a deposit against an invoice he has created in mobile and returns days later to complete the work then the mobile user has no way of collecting the final payment and applying it to the open invoice. If the office could somehow tell tom to convert it back to a mobile …
Convert TOM invoices back into Mobile Invoices so Tech can collect Read More »
Print BIN labels in sequence by BIN
It would be great to be able to print the BIN Labels in sequence. As it is designed right now the BAR Code scan labels print in alpha-numeric sequence. This makes the initial inventory set-up much harder and time-consuming. Also when re-locating a section printing a limited set of new bin/part locations is quicker and …
