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 […]
Price Out of Date Feature with Warning message Read More »
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
Item Alias Notification on Invoice Items Read More »
Not sure if this is even feasible but is there any way that you can prevent others from deleting and/or editing someone else’s notes on a WO? We have ran into situations where someone claims to put information needed in a WO (times, price to collect, etc.) but then it’s missing and we get the
Do not allow changes to notes by others Read More »
Have a seperate tab from document links for photos. And in the mobile app have smaller thumbnail views of photos. This would be much easier on mobile than trying to search document names.
When a work order is created, check to see if a work has been completed within thirty days of the date the work order is scheduled for (not the creation date) and the same customer or job. In other words, the same child (if there is one) not the same family. Do this when the
Mark a WO as Callback if Within 30 Days Read More »
We use document links A LOT to capture everything from model/serial tags to damages to completed photos of installations. We spend a lot of time hunting through images to find the relevant images that we need. 3 Major problems 1) When links are made from Mobile, there are no categories or designations that can be
Better Document Link Viewing, Uploads, Searching Read More »
To be able to see a workorder that should be kept in same location on schedule board for that day and not moved. Could be a workorder that customer can only do that particular time during day. Often times a workorder will get moved and not opened to see specific details
Highlight workorder on schedule board Read More »
I would like to see the ability to integrate all “assigned” events like Work Orders and Appointments with Google Calendar. For me personally, I would like to make appointments for myself, but I do not always have TOM open and if a reminder pops up and I’m not logged into to Remote Desktop, then the
Integrate Appointments, WO, Etc. With google calendars Read More »
It would be very useful to be able to have a setting that would notify someone that a stage has been updated. Being able to Say “Send notification to X person if stage changes to X” This would help with expediting processing of certain time sensitive stages or stages that require specific follow up (maybe
Stage Notifications (Message responsible parties) Read More »
Please integrate multi-level filtering. For example in the Pay Bills screen, the ability to Filter by vendor AND a date range would make paying bills much smoother. In other lists, like work orders, the ability to filter by work order status AND the work order stage, would make pulling a quick report a lot easier.
Multi Level Quick Filter (2 Filters) Read More »
