• 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 ...
  • 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

    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

    2

    Expand Attachments function in Service Locations and Service Equipment

    It would enhance the utility of the Service Locations and Service Equipment tables to have Attachments specific to a Service Location record (not the table) or a Service ...
  • 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

    5

    Search for customer by phone number in look up window.

    When entering into look up windows attempting to search by customers full phone number it does not pull up any information based on search criteria entering the customers ...
  • Votes

    4

    Service Invoice Profitability Reports - Fix

    The Service Invoice Profitability Reports do not summarize job costs correctly when more than one invoice is posted for a work order. The billing is summarized ...
  • Votes

    1

    11-3 scheduling from the dispatch board, not pulling default Priority ...

    PROGRAM PROBLEM 11-2 - I have set my default priority on the dispatch tab. If I'm on the dispatch board and highlight a time frame and create a new work order the ...