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Tag: #accuratetracking

  • 2
    View Technician's Notes on Work Order List
    9 months ago
    Robin
    open0Offers to Contribute: $50.00
    Can 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.
    #accuratetracking#automation
  • 6
    Item Reservation List
    2 years ago
    Michael
    open0Offers to Contribute: $1,000.00
    1.) 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...
    #accuratetracking
  • 6
    “Inventory Replenishment” form by warehouse
    2 years ago
    Michael
    open0Offers to Contribute: $4,500.00
    Add 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...
    Attachment #accuratetracking
  • 2
    Multiple Alias Part Numbers
    2 years ago
    Michael
    declined2Offers to Contribute: $1,000.00
    Would 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...
    Attachment #accuratetracking
  • 4
    Applied Job Burden
    2 years ago
    Michael
    open0Offers to Contribute: $500.00
    Can we create an option to apply overhead burden to invoices and jobs based off a fixed dollar amount per labor hour charged to that job/work order i.e. charge $40 of overhead per labor hour expended ... Read more...
    Attachment #accuratetracking
  • 5
    Retail Price Updates
    2 years ago
    Michael
    open0
    Would like to request the ability to batch update the retail price for only certain categories of inventory items (rather than everything) - for instance, we have experienced a massive increase in the... Read more...
    #accuratetracking
  • 2
    Mark Up Tables
    2 years ago
    Michael
    open3
    Would like the ability to change the mark up table at the job level as a pre-set setting. We do a ton of work for contractors - some are bid (flat rate), some are time and material, and some are cost ... Read more...
    #accuratetrackingAccountingAccounts Receivable
  • 7
    Separate client emails for work order and invoice notifications
    2 years ago
    Michael
    open0
    We have several clients where they have requested the work order notifications be sent to one email address and invoices sent to a different one. Currently only one email address is supported in TOM/M... Read more...
    #accuratetracking#contactlogimprovementAccounts Receivable
  • 4
    TOM Contact Log
    2 years ago
    Michael
    open2
    Right now there is no recorded history of invoices or correspondence sent from Mobile. We suggest, particularly with invoices sent from mobile, that they be recorded to the ToM contact log so there is... Read more...
    #accuratetracking
  • 4
    1099 Reporting
    2 years ago
    Michael
    open0
    1099 - print only those that are over $600, distinguish vendors between 1099-misc and 1099-nec, pick up journal entries when vendor is assigned, email and e file on behalf of user.
    #accuratetrackingA/P
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