• 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • Votes

    16

    Service management need to allow a payment date for credit PO's. This ...

    Requires payment date on all invoices even credit ones.
  • Votes

    12

    Service Management invoices

    Would like to see the correct total due in the box if a payment is made before invoicing.
  • Votes

    4

    SM Allow estimated hours to exceed 2000 on work order

    Need to be able to enter estimated labor hours that exceed 2000
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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, ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...