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 …
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 …
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
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. …
We would like to have overtime calculated automatically. We average 60 employees weekly with overtime that have to be manually fixed, this allows for human error. It could be done similar to QB with overtime rules.
I would love to see the ability to email all employees their pay stubs fairly quickly and securely. Thank you and keep up the great work. Your updates have gotten so much better and we like the fact that you are not adding features just to be adding features. It keeps the software easy to …
