• 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • Votes

    6

    Copy or repeat work orders in 11-2 screen option to transfer costs

    In the 11-2 work orders, sometimes we have to void a work order and create a new work order to change the client the work is billed to or change the tax code. Would be ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • Votes

    1

    Price Override Warning / Limit for Work Orders

    Right now there is nothing to prevent someone from selling a part for pretty much anything they want to; there should be a tolerance that can be set, or by employee for ...
  • Votes

    3

    Ability to enter multiple client records for clents who have the same ...

    We have multiple clients who have the same name, are unrelated, and different addresses.
  • Votes

    2

    11-2 Voids need to keep the same order # and invoice #

    When changing a record in 11-2 (essentially creating a void) the order # and record # need to stay the same on the new record #. This used to be the case up until a ...
  • Votes

    5

    "client outstanding balance of $X.XX" showing in service receivables

    Should be able to set permissions for employees who have access to 11-2 work orders to prevent them from seeing the pop up reminder stating the outstanding balance. Often ...
  • Votes

    4

    Invoice client with simple click of button

    Need to be able to click on email and it does the following: - Names the PDF and the email the invoice number. - Has an automated message defaulted for all SR invoices ...