• 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 ...
  • Votes

    9

    Automatically post deposit amount to the service invoice when work ...

    Several of our service clients have expressed a need for this. They take deposits from clients when the generate the work order. Once the work is completed, they post the ...
  • Votes

    1

    Default Service Contract status as Work Order rather than Open when ...

    Currently when posting multiple service contracts, it defaults as status 1-open. We use SSO and I have to copy, void, paste and re-save as status 7-work order in order ...
  • Votes

    2

    11-2 Lock Billing Service contract add on

    Hi, In the Billing tab, add a toggle that is linked to the expiration date. It would either prevent further (additional) billing of the service contract after the ...
  • Votes

    1

    11-3 Calendar drop down

    Opening the calendar drop down in 11-3, I try to move to a different month and the after 1 or 2 clicks it reloads. Would be helpful to move many months at a time without ...
  • Votes

    4

    applying multiple payments before posting 11-2

    As a service company, we come across projects that we receive deposits, sometimes multiple deposits. We can not apply the deposits to 11-2 work orders unless it is ...
  • Votes

    6

    Dispatch board - turn off Sat & Sun so they do not display if not ...

    We do not generally work on Saturday & Sunday. I have those days turned off on the calendar options, but they still show up on the dispatch board taking up unnecessary ...
  • Votes

    4

    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 ...