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
It would be nice to have percentages added to the income statement: multi-department summary.
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.
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.
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 …
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 …
Add a “Price Updated” Date Filed and a field to keep track of the user that updated the price to the Item Form. Then have the system warn you when you add an item to an Form like Invoice, Estimate, PO etc. if the date is beyond user defined date range in the preferences. (preference …
Add a Notification to the Item form to show that there is an Alias for this item in the system. This should appear right next to the Name/Number field on the Item Form. Additionally, there should be a column in the items list with a check box if an item has an Alias in the …
