Tag: #accuratetracking
- 2Part/Task View by User/WarehouseAllow inventory parts and group type items to be hidden by user/warehouse. An easy example - an HVAC tech does not need to see plumbing parts or tasks.
- 6Customer Payment LinkWhen a customer pays their balance via a payment link please post the payment to the customer's account. Using payment links, as currently designed, creates a reconciliation nightmare that can be easi... Read more...
- 1Estimate Presentation Module (AMII)We propose adding an Estimate Presentation Module to AMII. This module would allow technicians to create, present, and manage multiple estimate options directly from a work order. Key Features: Es... Read more...
- 2Rolling 12 Income StatementJust like the Income Statments we have now, but with 12 months. Would like to see this option in all of the Income Statement options including consolidated. This is essential to Forecasting, Banking... Read more...
- 1Field Estimates Work FlowThe option building/estimate/presentation work flow for AMII could use a workflow refresh, especially for those who present several options in the field that are comprised of several group type items.... Read more...
- 5Auto Email by ChoiceWhat we're asking for today as a new feature is a way to show: We DO want the Customer to receive the reminder that we will be to their house for the system replacement, but we DO NOT want them to rec... Read more...
- 2View Technician's Notes on Work Order ListCan you add the option to view Tech Notes as a Column on the Work Order List? It would be great to be able to look at the day's calls and quickly review what was done, all in one place.
- 6Item Reservation List1.) Allow the user in TOM to use the "Reimbursables list" in the work order forms. Many times adding reimbursables to an invoice is too late in the process as the techs have already performed the work... Read more...
- 6“Inventory Replenishment” form by warehouseAdd a filter to the "Inventory Replenishment" form to so that it can look at inventory on hand, the min/max/reorder point, sales activity, etc. on a per warehouse basis. This will help generate invent... Read more...
- 2Multiple Alias Part NumbersWould like the ability to assign multiple alias part numbers from the same vendor. A simple example, multiple types of pex fittings are available from the same vendor under different skus. We would li... Read more...
