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Votes
6
Create Outlook Calendar File Attachments That Can Be Emailed
A handy feature for the dispatch board and appointments would be for the system to create and email an Outlook calendar file attachment to customers and technicians. This ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
6
Automate Location Records in 11-2 Work Orders
A common problem we seem to encounter is that nobody enters location records, and instead re-enters the location information in 11-2. It would be nice if the system ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed 11 months ago | Service Receivables
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Votes
1
Permissions to Unassign Work Orders
Can you please set up a security permission for only certain users to have the ability to "Unassign Technician" from the dispatch board. Or even better- have the ability ...by: Travis F. | over a year ago | Last activity over a year ago | Status changed 11 months ago | Service Receivables
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Votes
3
Allow Status 8 to post to cost (inventory) to GL.
We have warranty work that often requires inventory parts, We cant use status 8 to close the order and take the invoice out of Status 7, because using Status 8 will not ...by: Lorri C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
In the 11-2 service workorder, the client look up should be by last ...
In prior versions, prior to 19.5 when in the 11-2 screen, when searching for a customer name, in the client pull down, using the f4 look up function, it searches by first ...by: Regina S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
10
Visual Flag for Client Statuses
I need a couple of flag fields on the client record (just a toggle on-off is fine) that show up on the work order header 11-2 as soon as the client name is selected. My ...by: Maria V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
9
Client Service Statements Should use the Invoice date not the Work ...
When sending a Service statement to clients the Inv. Date should be the date that is in the Billing Tab Invoice Date Box. Currently the Invoice date on the statement is ...by: Nathan T. | over a year ago | Last activity over a year ago | Status changed 11 months ago | Service Receivables
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Votes
9
Work Order Completed but not yet Billed
The Status of a Work Order Should automatically change to complete once the Filed Tech has completed the work and finished his report in the field. That would allow for ...by: Nathan T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
14
Attachments not viewable in SSO if document is located outside the ...
Documents that we attach in Sage menu 11-2 are not visible in SSO if we attach by creating a link to the file. Any item linked to somewhere outside of the Sage ...by: Ryan S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
4
Markup % Hides Price
When printing out a service invoice in 11-2 whenever there's a markup % added to the invoice the price and the Ext Price are blank. I would like the computed total for ...by: Tristan H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
11
11-2 Add keyboard shortcut for the "calculate" function
Many functions have a keyboard shortcut like CTRL+D or whatever. Can you create one for the calculate function? Looking for it in SR 11-2 but would be helpful in ANY ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
work order average cost
At the moment when using a part for a work order/service invoice, it automatically pulls what the default cost is, and not the average cost. We believe it would be more ...by: Tristan H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Veronica M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
12
Add keyboard shortcuts - EVERYWHERE
Please make it easier to navigate through tabs and pages without using the mouse, especially in service orders.by: Gretchen H. | over a year ago | Last activity about a year ago | Status changed over a year ago | Service Receivables
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Votes
2
Service WO template should exclude the payroll labor from original ...
We took an existing service invoice record and created a template from it. When we looked at it in SSO, it brought over the original payroll hours. This should not ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
11
client / location warning for Service
Ability to create warnings for various issues for a client, location, job, etc. Works like vendor certificates.by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
location tax district for WO's not pulling in
The locations have a tax district field/column, but when you create a WO for that location, it is not filling in the tax district, like it would if you were billing a job ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
6
WO numbering default to next needs to be the highest next
Many companies have their WO #s set to skip during entry so that the number is assigned when the records are saved because they have more than one user creating them at ...by: Charlene D. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
Sales Zip code report
We need a report that shows how many works orders are performed within a zip code within a specified date range. We live in a big city where we need to split it up for ...by: Sammy R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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