Mobile filter for work orders

Can you Please add a filter that would allow us to filter on stages. Applies only to mobile app. work orders specifically

Company created dashoards

We need the ability to write multiple queries for specific roles within our organization. Each role should have a “dashboard” that gathers that important information. I would suggest that we be able to have a “dashboard” at the main TOM window. It should be displayed at start up and remain in the window until software …

Company created dashoards Read More »

Automated email when sending invoice from TOM

It would be very helpful if company could change the “subject” line and “standard automated wording” when sending an invoice from TOM. We want subject to be from Pat’s Heating and don’t like the standard wording at all. Would be super helpful to be able to change this to how we want it to read.

Offline Mode for Mobile

We have noticed an issue with our techs that they will loose cell reception and still be in a work order. They will fill everything out in their notes and go to save but without reception it does not.

Parent Credits to Children and Credits Between Children

Can you guys over there give users the ability to apply parent and child credits to other accounts in the family without having to go through the process of creating another invoice and credit or creating journal entries.

Scope of work

Create an area within the estimate field to write a detailed scope of work that will transfer to work order description of work to be perfromed