• Votes

    2

    Service Management - Add a field for Service Coordinator or Dispatcher

    We have more than one Service Coordinator or Dispatcher. We need a field in the Work Order to identify which Service Coordinator or Dispatcher is handling each Work ...
  • Votes

    1

    In Service Management Daily Processing, let us Roll ECards for a ...

    We have multiple DBoards, and only want to roll the ECards for a specific DBoard.
  • Votes

    1

    Allow for a default selection for billing option in agreements. ...

    Please allow us to select with Billing option we would like for it to default to.
  • Votes

    1

    SM customer PO # on reports

    a report show customer invoice, invoice amount and customer PO #. Thank you
  • 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, ...
  • 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 ...
  • 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 ...
  • Votes

    2

    Make it so you can post from any module to any module. Eg CM to AP ...

    This would save time and allow for greater accuracy. Our old software allowed us to post from any module to any module. After selecting a control account in the entry ...
  • Votes

    8

    Make a canned report showing by work order the revenue, cost for ...

    It is a very basic and mandatory accounting need to tie out totals by SM work order (just like we need to do by job) to the GL and financials. There is no accurate ...
  • Votes

    13

    Service Management option to include sales tax in cost basis for parts ...

    1. For our customers working in Kansas and some other Midwest states, the sales tax laws consider the construction/service company as the end consumer. The state will ...
  • Votes

    12

    Service Management Use/Sales Tax accrual

    Currently unable to accrue tax liability from SM
  • Votes

    6

    Service Management - Need to restrict Vendor Order # to 10 digits to ...

    Service Management - Need to restrict Vendor Order # to 10 digits to coincide with AP record. Will error out record on post to AP.
  • Votes

    13

    Small jobs - need to be able to provide a detail invoice with parts ...

    Some clients want a one line invoice and other want more detail on the invoice from service management ie - labor and material
  • Votes

    14

    Small jobs - Sales tax billing

    In some states material is taxable (not labor) it would be nice if the system would allow a tax calculation on the material sale amount but on the labor.
  • Votes

    5

    Switching to another company

    For those of us that have multiple companies, it would be really useful if we could have the option to switch to a different company in the file menu. All the other ...
  • 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 ...
  • Votes

    11

    Service Management Search Option

    Be able to filter the invoice view tab by an invoice amount. Currently there is no such filter so you have to scroll if you are looking for a certain amount.
  • Votes

    6

    SM Daily Processing - Print WO's by "Call Type" rather than by "WO #"

    In the Daily Processing, we would like a way to avoid printing out every single Work Order and we could do this if we had the option to select which "Call Type" and ...
  • Votes

    18

    SM - Work Order screen needs to be larger.

    When entering to the register, the screen needs to be larger so data entry could be better.
  • Votes

    2

    In SM the Pay ID should be expaned to include other pay and ...

    Currently only reg and OT pay types are shown in SM.