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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 ...by: Michelle 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 Daily Processing, let us Roll ECards for a ...
We have multiple DBoards, and only want to roll the ECards for a specific DBoard.by: Mary Kay C. | 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
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.by: Tricia 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
1
SM customer PO # on reports
a report show customer invoice, invoice amount and customer PO #. Thank youby: Cindy 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
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, ...by: Chris R. | about a year ago | Last activity about a year ago | Status changed about a year ago | 3 Service Management
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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 ...by: Chris R. | about a year ago | Last activity about a year ago | Status changed about a year ago | 3 Service Management
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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 ...by: Chris R. | about a year ago | Last activity about a year ago | Status changed about a year ago | 3 Service Management
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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 ...by: Erin A. | 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
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 ...by: Erin A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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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 ...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
12
Service Management Use/Sales Tax accrual
Currently unable to accrue tax liability from SMby: 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
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.by: Michael 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
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 materialby: Debra C. | 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
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.by: Debra C. | 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
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 ...by: Debra C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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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 ...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
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.by: Cindy 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
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 ...by: Trish I. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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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.by: Denis 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
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.by: Denis B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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