I believe this recommendation would increase efficiency of MOBILE NOTES> ADD DESCRIPTION by adding the option to drill down the same exact way as in currently done in HOME>MASTER LIST>TASK DESCRIPTION section. We find that using “Search” in MOBILE, requires more time because (at least for us) if when searching, we dont enter something exactly […]
FAST simple Mobile Notes Select by Category Read More »
I would like to add a feature that when using serialized items in an invoice, you must choose the serial number before it will let you save/process the invoice. Currently this feature only applies to purchasing and receiving those items but not the invoicing part. We have residential hvac installs with serialized equipment on the
Invoices with Serialized items Read More »
Add the ability to sort items already entered on an invoice by the item or description field. This would be useful on larger or In-Progress invoices to identify missed or duplicated items. Or on all invoices to allow sorting and grouping (and subtotals) of, for instance, labor and materials.
Sorting items on an invoice Read More »
THIS REQUEST is for the ability to export/import timesheets between companies. “On advice of tax and legal liability council” we now have a 2nd company (“LABOR”) that provides all manpower, pays employees and pays tax liabilities. We use our original company (“OPS”) to create detailed timesheets to provide reimbursable labor entries for customer invoicing, but
Export/Import timesheets between companies Read More »
Designating multiple contacts on an account to receive estimates or invoices would be helpful. We have many clients that want to be cc’s on estimates or have invoices go to a different address. This is currently a manual process for us and everyone wants it their way. This would be a huge time saver for
Email Route Preferences Read More »
My idea is to add the feature to add multiple technicians to one work order. Currently if we do a multiday/multi week job that has multiple technicians on it we have to duplicate the work order for every technician. I think it would help streamline things if we could just outright assign multiple techs to
Multiple Technicians assigned to one work order Read More »
would be great to have the ability for customers to digital sign approval on proposals sent from TOM
digital signatures on proposals Read More »
The stopwatch feature can only be used for job costing. If there was a feature to allow technicians to clock into idle time, appointments, lunch break, etc, then the stop watch feature could be used for time cards and not be required to be outsourced
Create Time Card feature linked with Job Cost feature Read More »
We have commercial customers that do not want the site employees seeing billing information such as the amount due. Would like an option to not show the amount due on the signature pane of the work order.. It would be best if the tech were able to choose whether to show the amount due on
Remove “Amount Due:” on Signature Pane Read More »
