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Votes
9
Increase the numbers of characters in customer PO field in Work Orders
The field length in work orders for the Customer PO is too limiting. We need it increased to 20 characters. We are getting payments held up because we cannot use the ...
by: Pam M. | over a year ago | Last activity about a month ago | Status changed over a year ago | 3 Service Management
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Votes
5
Register screen is so tiny
We need to be ablet o "maximise" the register window screen on SM. i can only see 3 lines at a time, this is not efficient. please make it so we can make the screen fit ...
by: Chris R. | 2 months ago | Last activity 2 months ago | Status changed 2 months ago | 3 Service Management
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Votes
4
Export Materials between jobs
As we are not able to switch call types on a created work order, sometimes we have to create a new work order with a different call type, when doing this we have to minus ...
by: Chris R. | 2 months ago | Last activity 2 months ago | Status changed 2 months ago | 3 Service Management
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Votes
3
Call Type Interchangeable
When setting a work order up as "quoted", sometimes as that work order develops it moves into T&M, the software does not allow you to switch between the 2 and it should, ...
by: Chris R. | 2 months ago | Last activity 2 months ago | Status changed 2 months ago | 3 Service Management
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Votes
4
I would like the ability to change from T & M to Quoted and vice ...
Sometimes projects go from a time and material set up to a quote and sometimes quoted work becomes time and material depending on the circumstance. This cannot be ...
by: sonjia w. | over a year ago | Last activity 2 months ago | Status changed over a year ago | 3 Service Management
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Votes
3
In SM, Nothing should be greyed out should have full control, need to ...
Sometimes we change a work order from "quoted" to "T&M" and vise versa, in SM we have to create a whole new work order to do this and get our accounting team to transfer ...
by: Chris R. | over a year ago | Last activity 2 months ago | Status changed over a year ago | 3 Service Management
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Votes
1
SM customer PO # on reports
a report show customer invoice, invoice amount and customer PO #. Thank you
by: Cindy W. | 5 months ago | Last activity 5 months ago | Status changed 5 months ago | 3 Service Management
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Votes
35
Give the option to change font color for customers that are inactive, ...
We would like to be able to change the font color or red flag customers that need special attention to their accounts so that they do not potentially get scheduled for ...
by: Kayci L. | over a year ago | Last activity 6 months ago | Status changed over a year ago | 3 Service Management
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Votes
14
Service Management Dboard needs overhaul..
Our company recently had to switch back from the now defunct Sage Timberline Enterprises (STE) platform to (Sage Timberline Office) STO now being called Sage 300 CRE. We ...
by: Travis G. | over a year ago | Last activity 6 months ago | Status changed over a year ago | 3 Service Management
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Votes
6
We would like to see custom fields available on the SM customer ...
On the SM customer header there is a lot of space to the right of the Customer info/Contacts/AR info/links to properties etc. We would like to see a feature added for ...
by: Lesa G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
1
Service Management - Use Employee ID instead of name when entering ...
We have multiple employees with similar names and use the unique employee ID for each.
by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
7
Allow bi-weekly and multi-year options on SM P.M. Task schedule
I have a SM client that has PM tasks that must be completed on a bi-weekly basis and other PM inpsections that are done once every 3 years. There is currently no way to ...
by: Beth K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
4
SM - Need a way to automatically assign part pricing on certain parts ...
For example, we charge a set price for a "nozzle" every time we invoice customer "A". The system currently can't perform this function.
by: KELLY B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
8
SM - PO register $ is a penny off from the PO printout. On your next ...
SM - PO register $ is a penny off from the PO printout. On your next upgrade, please set the calculation on the po rounding same all the way thru. Thanks
by: Cindy W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
1
SM - Work Orders: Allow all status codes to be available for both ...
Allow all work order status codes, "On Hold" for example, to be available for both Time & Materials and Small Job Work Orders.
by: Jordon W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
6
SM - Work Orders: Allow equipment to be available to change until job ...
When you set up a job in service management you can pick a piece of equipment that you are working on. When the call comes in from the customer they at times will not ...
by: Julie S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
3
Batch print invoice proofs
We review a lot of work orders on a weekly basis before invoicing them and need to print the invoice proofs. It would make life much easier if we could batch print ...
by: Tamara N. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
10
Raise the character limitation for PO# and Alt. work order #
In Service Management, we need the character limitation to be higher than its current setting for the Purchase Order field and also the Alternate work order field when ...
by: Kayci L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
6
Generate credit notes in SM
We frequently issue credits to customers for such things as goods returned, or incorrect amounts/items billed, etc. Currently, we have to enter in negative lines to a ...
by: Mark B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
4
Display work-order line number on register screen.
Our review reports are configured to print the line number for each line of a given work-order. It would greatly expedite our editing for a given work-order if the line ...
by: Mark B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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