• Votes

    9

    email on client location record

    Service Work Orders need to be emailed from the field to a Location Manager; a client has multiple Locations. Add 2 dedicated email fields to the Location record. When ...
  • Votes

    12

    Add keyboard shortcuts - EVERYWHERE

    Please make it easier to navigate through tabs and pages without using the mouse, especially in service orders.
  • Votes

    5

    Have cash receipt and deposit date seperate.

    When a cash receipts is received it would be good if we could receive it without having to post it has a deposit at the same time. The date received and the date ...
  • Votes

    7

    11-2 Invoice Detail - Markup%

    In 11-2, The Invoice Detail Tab. Having the ability to Markup individual line items. Right now it marksup the whole invoice.
  • Votes

    2

    11-2 Email - Report attachment name defaults to "service Invoice & ...

    11-2 Email - Could the "Report attachment name Default to "Service Invoice & includes the actual invoice #" Accounts Receivable team wants this when trying to collect ...
  • Votes

    7

    quotes in service receivable

    CAN WE HAVE A WAY TO CLEAR OUT ALL OLD QUOTES(AT LEAST ONE YEAR OLD) AT THE END OF YEAR
  • Votes

    4

    Service statements - print in invoice date or # order, not record #

    Please change the default sort of all the job, client, and service statements by invoice date instead of record #. This would be true for just about every other list ...
  • Votes

    16

    11-2 Service order costs need to show if hours were REG, OT, or DT

    In the work order screen, if you go to view, Service Work Order costs need to not only show hours, but the type of hours (regular, overtime, premium time). Also, when ...
  • Votes

    28

    Service Contract on Work Order

    WHO: HVAC and Plumbing Contractors that have clients with schedled maintenance service contracts WHAT: On the Work Order, create a new field called Service Contract. ...
  • Votes

    1

    Outstanding Deposits

    When receiving a Deposit of a Service Invoice the deposit automatically posts to the bank. I many cases the deposit isn't received at the time it is entered in the work ...
  • Votes

    21

    We would like to suggest that "Completed" work orders be able to be ...

    We would like to suggest that "Completed" work orders be able to be viewed under the Client Screen. Currently when you put a work order into "Completed" status you must ...
  • Votes

    6

    3-6 client equipment is tied to a client location but wont populate in ...

    We are an HVAC company and use 11-2 to create work orders for our technicians to go out on calls. In 3-6 we utilize the location tab and equipment tab for clients who ...
  • Votes

    28

    It would be very helpful to be able to have more than 1 work order ...

    Allow multiple work orders open at a time. Anyone who works in the system would probably find it helpful to not have to close what they are in to pull up a different ...
  • Votes

    12

    Add to help. Explain the difference between routes, contracts and work ...

    There is no information in help about the differences of routes, contracts and work orders and when you would choose to use one over the other.
  • Votes

    31

    Would like to be able to bullet/number, tab and space in the note ...

    We type our quotes and proposals in the Service Receivable Module. This allows us to keep a list of quotes/proposals we need to follow up on. It would help when creating ...
  • Votes

    3

    Ability to Create a Template for Work Order Notes Section

    When we send service invoices, basically every single notes section is the same with some very minor adjustments. It would be nice to be able to save a template that ...
  • Votes

    9

    Printing an invoice vs Work Order

    I cannot believe that this wasn't an option from day one, but there has to be a way that work orders default to printing as a work order and invoices default to printing ...
  • Votes

    11

    Service Receiveables 11-2

    Is there a way to make the Status Option of "Review" an actual option? I want to be able to review my Work Orders before posting them, but at the same time keeping them ...
  • Votes

    7

    maintain quote information on Service Work Order

    It would be nice to be able to see what was quoted vs what was billed on a work order; when you change a work order to a quote, and the billing information changes, you ...
  • Votes

    5

    Work Order 11-2 Open on Invoice Details Tab

    When opening the Work Order Screen(11-2), it opens on the Location Tab. Would really love it to open on the Invoice Details Tab.