• Votes

    2

    Calculating sales tax on only material under the Estimating (9), ...

    Calculating sales tax on only material under the Estimating (9), Assemblies (3) - When entering in a flat rate for our plumbers to use a part assembly for a job with ...
  • Votes

    2

    dispatch board - Indicator or ability to see WO's for same location ...

    It would be great to have the ability to see if there are other work orders for the same location within a given amount of days. The amount of days could be a user ...
  • Votes

    4

    Work order costs marked billed - prevent missed costs to customers

    When you bill out a service work order, it would be nice to be able to mark the costs for those jobs "billed" from the work order module. And then pull a report of what ...
  • Votes

    3

    posting service contracts is blocked from new GL posting feature by ...

    When we turned on the new posting period to match transaction date box in 1-8, our service contract records in 11-2 will no longer post. If we turn off the feature we ...
  • Votes

    4

    Statement Date

    Regardless of the statement date all open invoices print on the statement. Make the statement date the actual cut off date. If its dated the last day of the month, ...
  • Votes

    4

    Run finance charges without charging finance charges on finance ...

    Please stop finance charges from including previous finance charges in the total assessable. OR Allow finance charges to be created but then edited before they are ...
  • Votes

    3

    The dispatch tab on 11-2 Work Orders should auto generate the info ...

    If this auto filled by using the info on the Job Labor Journal Date (6-1-3-01) it would save lots of time having to enter each employee and the hours spent especially for ...
  • Votes

    4

    Assembly Price & Cost

    The ability to report (or invoice) on Assembly Costs and extended Price. This is especially relevant in Service Invoices. There is a need to show the billed price per ...
  • Votes

    4

    Work Order Billed with no billing date

    When posting a work order with no billing date entered, the system should give you an error message. If an employee does not get a billing date on the work order when ...
  • Votes

    5

    Show quantity on Hand in Inventory Location Grid for Work ...

    When invoicing you will get a error if there is not enough inventory on hand for the part entered from a particular location. If the quantity on hand was an option to ...
  • Votes

    4

    11-2 change status of multiple work orders

    I would like to be able to change the status of multiple service orders to complete or void instead of having to go into each service order.
  • Votes

    8

    Creating POs to multiple vendors from one work order

    Since we have to generate the PO directly from the Work order window in order to link the PO (and therfore corresponding AP invoices and job cost), users would like the ...
  • Votes

    2

    Sales Zip code report

    We need a report that shows how many works orders are performed within a zip code within a specified date range. We live in a big city where we need to split it up for ...
  • Votes

    6

    WO numbering default to next needs to be the highest next

    Many companies have their WO #s set to skip during entry so that the number is assigned when the records are saved because they have more than one user creating them at ...
  • Votes

    2

    location tax district for WO's not pulling in

    The locations have a tax district field/column, but when you create a WO for that location, it is not filling in the tax district, like it would if you were billing a job ...
  • Votes

    11

    client / location warning for Service

    Ability to create warnings for various issues for a client, location, job, etc. Works like vendor certificates.
  • Votes

    2

    Service WO template should exclude the payroll labor from original ...

    We took an existing service invoice record and created a template from it. When we looked at it in SSO, it brought over the original payroll hours. This should not ...
  • Votes

    11

    Add keyboard shortcuts - EVERYWHERE

    Please make it easier to navigate through tabs and pages without using the mouse, especially in service orders.
  • Votes

    6

    3-6 client equipment is tied to a client location but wont populate in ...

    We are an HVAC company and use 11-2 to create work orders for our technicians to go out on calls. In 3-6 we utilize the location tab and equipment tab for clients who ...
  • 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.