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Votes
3
Show date for each day in 5-day View
When viewing the dispatch board in 5-day view it shows the day of the week in each column, but not the date. It would be very helpful to add the date in that column ...by: Travis F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
2
Discount by Cost Type
In service receivables it would be nice to apply a discount to items based on the cost type based on the customer.by: Stephan G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
3
Defaults set for Purchase Orders should also apply to POs created from ...
You can currently create defaults for purchase orders, but these defaults do not apply to a purchase order that you create from 11-2 work orders. Example: We set all ...by: Travis F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Maria V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Bill S. | over a year ago | Last activity about a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Rick G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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Votes
13
client statements
Please get rid of the form letter that is printed with the statements. It is not needed. Thank you! Brenda Hallby: Brenda H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Kim H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Richard K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Christina L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Narek K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Sheryl B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Ryan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Jennifer L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Travis F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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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 ...by: Lorri C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Service Receivables
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