• Votes

    32

    Would like to be able to bulk email Service Invoices and Statements, ...

    With a large number of Service Invoices send out each day, it would be nice to be able to do a bulk email (similar to the Direct Deposit notification emailed to employees ...

  • Votes

    30

    Would like to be able to bullet/number, tab and space in the note ...

    We type our quotes and proposals in the Service Receivable Module. This allows us to keep a list of quotes/proposals we need to follow up on. It would help when creating ...

  • Votes

    27

    It would be very helpful to be able to have more than 1 work order ...

    Allow multiple work orders open at a time. Anyone who works in the system would probably find it helpful to not have to close what they are in to pull up a different ...

  • Votes

    27

    Service Contract on Work Order

    WHO: HVAC and Plumbing Contractors that have clients with schedled maintenance service contracts WHAT: On the Work Order, create a new field called Service Contract. ...

  • 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

    19

    We would like to suggest that "Completed" work orders be able to be ...

    We would like to suggest that "Completed" work orders be able to be viewed under the Client Screen. Currently when you put a work order into "Completed" status you must ...

  • Votes

    19

    Completed Work Orders

    We would like to suggest that "Completed" work orders be able to be viewed under the Client Screen. Currently when you put a work order into "Completed" status you must ...

  • Votes

    18

    Have the deposit on a work-order automatically apply to work-order

    When a deposit on a work-order is received it is just entered at the bottom of the work-order and a credit invoice is created. Would be nice if you could just receive ...

  • 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

    15

    11-2 Service order costs need to show if hours were REG, OT, or DT

    In the work order screen, if you go to view, Service Work Order costs need to not only show hours, but the type of hours (regular, overtime, premium time). Also, when ...

  • 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

    13

    Attachments not viewable in SSO if document is located outside the ...

    Documents that we attach in Sage menu 11-2 are not visible in SSO if we attach by creating a link to the file. Any item linked to somewhere outside of the Sage ...

  • 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

    12

    Entering Service Work Orders

    It would be nice if the Client P.O.# defaulted (from the Receivable Client record) rather than having to populate it by entering through the field.

  • Votes

    12

    Ability to save work order without assigning the invoice number and ...

    Customers who create work orders and then later invoice would like to be able to have the invoices post in the order they are invoiced not in the order the work order is ...

  • Votes

    12

    When an invoice is created in the 11-2 screen, I would like to be ...

    This could save time by not having to click on the email link and then selecting an email address

  • 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

    11

    Option to print statements in ALPHA - AR, SR & Combined

    Statements have very few options, please add an option to print in alpha order, printing by customer number is useless.

  • Votes

    11

    Add to help. Explain the difference between routes, contracts and work ...

    There is no information in help about the differences of routes, contracts and work orders and when you would choose to use one over the other.

  • 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 ...