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.
Parent Credits to Children and Credits Between Children Read More »
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 »
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
If our field employees could have similar functionality to email forms once completed in mobile as they do with invoices. At this time the only way to email a form would be for the field employees to download the PDF and attach to their email. There is no way to control the “From” email.
Mobile Forms – Email functionality Read More »
It would be nice to have percentages added to the income statement: multi-department summary.
Percentages on Income Statement Multi Dept Summary Read More »
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
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.
Invoice from Estimate Read More »
I would like to see any equipment marked as “not in use” turn red in the Equipment tab on the Customer History Form. This would be similar to “inactive” customers.
Mark equipment “not in use” in red in the Customer History Equipment tab Read More »
My dispatchers have asked me to put the suggestion out there to add the WO Stage under the WO Status on the hover menu. They have modified their view to show it higher up on the calendar view, but when a timeframe is shorter they can’t see the stage unless they expand it or open
WO Stage Visible on Dispatch Board Hover Info Read More »
Similar to what is in Aptora Mobile II (AMII) for tech note templates, there should be note templates that the office can utilize too. The AMII notes allow techs to be very uniform in their notations. Allowing dispatchers/intake to select a template would make office notes uniform as well. I think every company would like
TOM WO Note Templates for Desktop. Read More »
