• Votes

    1

    Please give the availability to select check sequence in Service ...

    printing more than one check - service management does not allow for multiple checks in one batch.
  • Votes

    1

    Service Management - Allow partial invoices to AP vendors

    In Service Management, it would be helpful to allow partial invoices to be entered against received Purchase Orders, with the ability to enter multiple invoices against ...
  • Votes

    2

    Service Management - Allow AP invoices to include multiple POs and ...

    AP invoices must be a one-to-one ration with POs in SM. Often, an invoice is sent which includes more than one PO on it or, occasionally, a non-PO line item. Currently, ...
  • Votes

    3

    Service Management - Notes Formats Expanded to Full Tables

    Formatted notes are extremely useful. Reporting on them, however, can be a nightmare. Using arrays to parse out the data is complex. Similar to custom logs in PJ or ...
  • Votes

    2

    Service Management - Note field types

    Currently, Boolean and drop-down lists are not available field types in SM Notes. Creating these types would make notes much more effective.
  • Votes

    1

    Service Management - Integration with Equipment application

    Service Management needs two levels of integration with EQ. 1) Revenue: Create a link to equipment that can be charged on a Work Order. This should be a separate table ...
  • Votes

    1

    Service Managment - Change material cost code from Problem to Item

    For JC Job-related work orders: Labor cost codes are set with the Repair code, so each line can be different with no additional work involved other than selecting a ...
  • Votes

    2

    Correcting multiple part numbers for the same item in the Service ...

    I have recently taken over the task of cleaning up the inventory data for our company, and over time, employees have inadvertently created multiple part numbers for the ...
  • Votes

    2

    Service Management- would like to be able to link a job # under Job ...

    Would like to be able to assign a job# under the Job Cost Field after a work order has been set up. As of now, you have to link it as soon as the work order has been set ...
  • Votes

    2

    Service Management - Expand products

    Why do you not allow for more than labor and parts as products in SM? We often use subcontractors for parts of a project for our customers, and need to be able to track ...
  • Votes

    1

    need more email address's in service management location

    need to be able to track 5 or 6 email address's service site so that SSO can email service reports and invoices to more than one person
  • Votes

    2

    Bulk Print Invoices

    We have appoximately 125 monthly invoices to send to customers. Not having a way to bulk print them is very inefficient. There should be a way to save them all at once or ...
  • Votes

    1

    In SM i would like to be able to see a filter under view invoices so ...

    so that when working on collections I would not have to see all of the paid invoices. Seems rather basic.
  • Votes

    1

    In SM i would like to be able to see a filter under view invoices so ...

    so that I can run a report by open invoices when doing collections.
  • Votes

    2

    would like to run statements for SERVICE A/R only!

    would like to be able to print service statements without printing Construction statements
  • Votes

    1

    Would like to have all covered equipment linked to 1 PM work order and ...

    if you ck 4 months for PMs on the equipment tabs you get a separate work order for each piece of equipment. It's illogical.
  • Votes

    1

    TO BE ABLE TO CREATE INVOICES AS A BATCH FROM THE QUOTE PAGE

    when you are in the agreements tab to activate quotes ; if multiple invoices are needed there is no way to do a batch for multiple invoices, instead of creating the ...
  • Votes

    1

    Ability to include freight and tax in amount SM uses to bill.

    SM needs to include freight and tax in the amount used when marking up the cost for the sale price. The marked up sale price excludes the freight and tax and needs to be ...
  • Votes

    1

    Add current month's amortization Expense to Agreement Unearned Revenue ...

    It helps to spot the difference between this report and current ledger.
  • Votes

    3

    Service Management Invoices - print multiple at same time

    Allow for multiple invoices to be printed at the same time instead of waiting to print one at a time.