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Votes
42
check box to enable invoice sent by email
It would be nice to be able to type in a billing email address and be able to check a box that will send the invoice by email, instead of printing. More and more ...by: Shawn 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
Alternate Work Order
Service Manager Module If you open up a work order, under the location tab, there is a category labeled Alt Work Order# which only allows us to put in 8 digits. I was ...by: Kyle 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
Make it optional in Service Management to set a predetermined time ...
We would like the ability to tell the system to roll the e-cards automatically at a specific time. This would eliminate the issues of the uncompleted cards from Friday ...by: Damian M. | 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
Service Management Dashboard
We have inspections technicians that have large volumes of assignements daily. It would be helpful if when creating the dashboard view we had the options to set it up by ...by: Damian M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
16
Service management need to allow a payment date for credit PO's. This ...
Requires payment date on all invoices even credit ones.by: Dinah 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
12
Service Management invoices
Would like to see the correct total due in the box if a payment is made before invoicing.by: April R. | 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 Allow estimated hours to exceed 2000 on work order
Need to be able to enter estimated labor hours that exceed 2000by: Christine Y. | 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
Flag inventory when trying to use items that are not in stocking ...
We need to have some kind of notification or warning when trying to enter inventory items that are not available in the stocking locations indicated in the work order ...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
14
Give the option of a monthly calendar for the DBoard
We would like to navigate through the DBoard without having to open a new tab for each day. A calendar to the left of the DBoard would be nice. If we could click on the ...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
5
Allow SM Agreement archiving with associated Work Orders
We can archive work orders, but not work orders associated with agreements. My understanding is that the data structure doesn't allow this, but isn't there an index ...by: Dan H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
5
Seperate invoice date from accounting date for work order billing
Currently invoice date is used as accounting date for SM Work Order Billing. Separate dates for accounting date and invoice date is a common operational objective for ...by: Kris 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
1
In Service Management when not using payroll so techs are setup like ...
In Service Management when not using payroll so techs are setup like parts on order, when we roll e cards and with a status of notified is set when the card is rolled, ...by: Kathy 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
2
Please give the option in SM to restock via inventory or send restock ...
We are trying to eliminate having an inventory at our facility. When we run truck restock reports please give an option to restock from inventory, or send the restock ...by: Joseph F. | 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
Blanket Customer PO's #'s
There needs to be a set up where we can put a customer's blanket PO # under their customer set up so that it automatically gets entered in every job that is set up for ...by: Britney R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
2
Billing per customer's operating hours
There should be a way in the customer set up where we can have the system calculate the billable hrs by the customer's store hours. EX: I have a customer who's contract ...by: Britney R. | 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
Scanning work orders and attaching to job in SM
To eliminate paperwork loss or the amount of paperwork being passed around from tech, dispatchers, billing dept, etc., there should be a way to scan work orders or other ...by: Britney R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
9
Billing check list per job/customer
There should be a tab for a billing check list. A way for the billing dept to make sure all forms are received for that certain customer. EX: If a customer requires a ...by: Britney R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
2
If you are using a JC Job in SM posting should happen at the same time ...
Currently if you create a SM work order under a "JC JOB" the GL expense entry goes in from a SM batch and then the JC expense entry goes in from an AP batch. This makes ...by: Amanda 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
6
SM: The SM PO number should automatically send over with SM AP ...
For easier connecting and troubleshooting - it would be great if the SM PO number was automatically sent over with all SM AP invoices. Once in AP it is very difficult to ...by: Amanda 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
2
We would like a better system to bill for rentals
Our company is trying to incorporate rental agreements into Service Management, but the system does not support the necessary requirements. Service Management tracks ...by: Tim M. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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