• 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

    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 ...
  • Votes

    6

    Service Order Name/Description should display when I enter Work Order ...

    When I enter in a Work Order # into an AP Invoice (4-2) or into a Payroll Record (5-2-2), it would be nice if I could see the name/description of the job. Some times ...
  • 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

    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

    Add Short Client name to Work Order Display preferences

    Need to add Short Client Name since many of our clients are identified thru the short name, not their long name. We need to be able to choose that as one of the fields ...
  • Votes

    7

    Client Account Status Warning for New Work Orders

    When a customer account has been closed, Sage gives no warning when a new work order is being created. I closed a customer account, due to non-payment, and just ...
  • Votes

    3

    When our field techs enter parts in the Sage Service Operations module ...

    When I print our job cost journal to reconcile jobs, without the costs showing up in it we have to search in the WO invoicing screen and manually enter parts the field ...
  • Votes

    1

    Change it so I can set different required fields for work orders than ...

    I would make much more sense to seperate the work order/quote/invoice processes so things like required fields could be different for the 3
  • Votes

    10

    Add phases to Work Orders

    There are a lot of folks who would use Service to dispatch crews but cannot if they do phased work like subs in the new home sector.
  • Votes

    12

    Hide dispatch board columns/Multiple boards

    Would like to be able to only see technicians on dispatch board for certain groups such as only residential or only commercial. When a customer calls in the ...
  • Votes

    5

    Time-off/Calendar notes

    Notes should be more characters. The notes are also glitchey. Would also like to see the notes appear on the dispatch board under the appointment. Very difficult & ...