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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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Votes
4
When invoicing agreements currently the tax group is being pulled from ...
When invoicing agreements currently the tax group is being pulled from either one of two locations on the Product from agreement type setup or from SM Settings, Taxes. ...by: Clifton 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
8
SM transactional reconciliation to GL
Add standard reports to reconcile SM transactions to GL 1. Group by GL account 2. Date range by accounting date 3. Functional with either WIP Accounting turned ...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
2
Allow for multiple "Unassigned" queus on the Dboard in SM to allow for ...
When managing dispatch for multiple companies/divisions, we cannot have all "Unassigned" tasks mixed together. We have had to create dummy "Unassigned" employees for ...by: Sharon 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
4
Have all "Unassigned" ecards viewable regardless of the Dboard date.
You should not have to change the assignment date on each ecard in the "Unassigned" queue each day to move them forward to the next day. If they exist in the ...by: Sharon 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
2
Every time an ecard status is changed, the color should change to ...
Currently the top bar of the ecard changes to Green when it is started but does not change color when status are changed until it is completed and then the entire card ...by: Sharon 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
15
Need to be able to reassign a SM Work-Order to another location when ...
We have several apartments we do work at where the name of the apartment can be very similar and thus staff accidentally create initial WO under incorrect customer ...by: Melissa J. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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