When looking at the schedule board in week view, it is very difficult to differ from each day of that week. Is there a way to have different lines (for color blind users) or color shades of each day of the week? When scheduling and using the week view, it is difficult to know which […]
Total Field Control scheduled board day to day separation in week view Read More »
For out of stock invoices, it still requires a warehouse. In order to invoice and collect a payment you have to select a warehouse for product that has not been inventoried yet. Please make it so the warehouse is not required on out of stock.
Do not require a warehouse on “Out of stock” invoices Read More »
Add the ability to memorize a time sheet entry. Example: Employee meeting takes place every Wednesday morning from 7:00 am – 8:00 am.
Memorize A Time Sheet Entry Read More »
When entering bills for Vendors have it auto populate the default GL Acct. Example would be: Power Company default GL will always be 7020 Utilities, Accountant default will always be 7100 Professional Services, etc.
Default GL Acct # for Vendors Read More »
I would like to request that the warranty information be added to the equipment tab in the work order in TOM. This way when a user is calling to schedule maintenance, the equipment warranty can be reviewed quickly and can be used as a way to notify customers that they may be nearing the end
Warranty Info in Work Order Equipment Tab Read More »
I would like to see inventory automatically allocated when assigned to a Work Order. This would make it much easier to track inventory and take inventory if you know what has been assigned until it has been invoiced. We give techs inventory for projects or service calls that are not assigned to their truck (warehouse)
Automatic Work-order Inventory allocate Read More »
The ability to batch update the stage from the work order list.
Batch up date Stages in Work Order List Read More »
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!
Highlight subtotals in Estimate Read More »
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.
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?
Delegation system to enter records Read More »
