• Votes

    21

    Completed Work Orders

    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

    11

    Move inventory on completed work orders

    Currently you can't have inventory allocated to a work order by setting the work order to complete, and you can't enter a $0 invoice. The only way to move the stock ...
  • Votes

    3

    Customer issued standing purchase orders

    We would like the ability to record a standing purchase order from a service client, either for all their locations, or for each location individually, so that it ...
  • 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 ...
  • 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 ...
  • Votes

    32

    Would like to be able to bulk email Service Invoices and Statements, ...

    With a large number of Service Invoices send out each day, it would be nice to be able to do a bulk email (similar to the Direct Deposit notification emailed to employees ...
  • Votes

    18

    Have the deposit on a work-order automatically apply to work-order

    When a deposit on a work-order is received it is just entered at the bottom of the work-order and a credit invoice is created. Would be nice if you could just receive ...
  • Votes

    10

    Customer Deposits within the service module

    We invoice exclusively through the service module. Customer deposits have to be entered 3-2 instead of a normal cash receipt. Yes, this tracks it to the work order so ...
  • Votes

    4

    Expand the API to address Service Work Orders

    We have developed an on-line ordering website and are processing these orders through the service module. We would like the API to be expanded so that we could drop ...
  • Votes

    13

    client statements

    Please get rid of the form letter that is printed with the statements. It is not needed. Thank you! Brenda Hall
  • Votes

    3

    Allow the Dispatch Board to Zoom Beyond 100%

    I have a 4K screen. As this becomes more common with more users, the need will only increase. It seems that the dispatch board is still pretty tiny on a 4k screen, it ...
  • Votes

    5

    Enter work order number on AP entry/Inventory allocation

    It would be ideal to be able to select the work order before the job cost window and be able to reference it from AP searches. The job should pull from the work order as ...
  • Votes

    2

    Service Receivables description line on invoice tab for row 2 etc. ...

    Description defaults to whatever was on line 1, and delete key doesn't take it out. You must enter to next field, go back, click on the description to highlight it, then ...
  • Votes

    5

    Warning pop-up when a scheduled dispatch end time is before the start ...

    For example: I enter the times manually and schedule Joe's service at Burger Den from 9 AM to 8 AM instead of the other way around. Sage allows this to happen and then ...
  • Votes

    15

    Edit/Void Service Billings

    If a service billing is edited or voided, the systems automatically wants to post the edit/void to the original period. It should edit/void in the current period to not ...
  • Votes

    7

    Inventory on Edited Service Orders

    When you edit a service order, the system will post the edited transaction before it will post the voided transaction. This is an issue as it will take the parts out or ...
  • Votes

    18

    Warn if 11-2 Work Orders and Invoices is creating a duplicate Order & ...

    If two users create work orders but neither saves they will both have the same order and invoice numbers but the record numbers will be different. I have had several ...
  • Votes

    22

    Combine multiple work orders into a single AR invoice showing one line ...

    Some clients want to be able to bill for multiple work orders on a single invoice. Their is currently no way to combine work orders into a single invoice. I have several ...
  • Votes

    5

    11-2 Service Contract contract start date and contract expiration date

    Add a feature to allow the 11-2 Service Contact State Date and Service Contract Expiration Date to auto-fill based on Service Contract information attached to the 3-6 ...
  • Votes

    1

    Invoice type and Cost codes

    One of clients would like the cost code used to setup an invoice to be referenced or pulled into the Daily Payroll Entry when the job is complete. Currently the WO is ...