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
Reviewed
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 …
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.
Attach Pictures to Estimates in Mobile 2 which flows to WO
There needs to be a way to add pictures easily to an estimate while in the field, then the pictures need to be able to flow automatically through to the work order for viewing by the installer. A simple pop up could ask if attached document links should follow to the next step when creating …
Attach Pictures to Estimates in Mobile 2 which flows to WO Read More »
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
Percentages on Income Statement Multi Dept Summary
It would be nice to have percentages added to the income statement: multi-department summary.
Force Info Stamp
We would like to see Info stamp forced on the notes section. We just recently ran into an issue not knowing how old the note was on a customer or who placed it there. So forcing the info stamp with time date and user would be great so the note is tagged
Invoice from Estimate
When creating an invoice from a estimate, be able to check only the lines you want to invoice and show how much has been previously invoiced.