Tag: #accuratetracking
- 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...
- 4Applied Job BurdenCan 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...
- 6Retail Price UpdatesWould 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...
- 2Mark Up TablesWould 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...
- 7Separate client emails for work order and invoice notificationsWe 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...
