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Tag: #accuratetracking

  • 2
    Part/Task View by User/Warehouse
    2 months ago
    Michael
    open2Offers to Contribute: $500.00
    Allow 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.
    #accuratetracking#automation
  • 6
    Customer Payment Link
    4 months ago
    Michael
    open0Offers to Contribute: $500.00
    When 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...
    #accuratetracking#automation
  • 1
    Estimate Presentation Module (AMII)
    4 months ago
    Michael
    open0Offers to Contribute: $8,000.00
    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...
    #accuratetracking#automation#contactlogimprovementAptora Mobile IIAptora Report Builder
  • 2
    Rolling 12 Income Statement
    4 months ago
    Tina
    open0
    Just 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...
    #accuratetrackingAccountingFINANCIAL
  • 1
    Field Estimates Work Flow
    8 months ago
    Michael
    open0Offers to Contribute: $2,500.00
    The 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...
    Attachment #accuratetracking#automationAptora Mobile II
  • 5
    Auto Email by Choice
    2 years ago
    Cait
    open0
    What 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...
    #accuratetrackingautomated emailCustomer
  • 2
    View Technician's Notes on Work Order List
    3 years 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
    4 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
    4 years ago
    Michael
    open1Offers 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
    4 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
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    • Get Product Notifications
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