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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
8
SM - PO register $ is a penny off from the PO printout. On your next ...
SM - PO register $ is a penny off from the PO printout. On your next upgrade, please set the calculation on the po rounding same all the way thru. Thanksby: 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
7
Deleting an entry in SM that Posts to a closed period.
Prevent deletions of SM register items that will post to a closed month. The system used to give you a warning and/or prevent you from posting to a closed period if you ...by: Frank S. | 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
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
7
Allow bi-weekly and multi-year options on SM P.M. Task schedule
I have a SM client that has PM tasks that must be completed on a bi-weekly basis and other PM inpsections that are done once every 3 years. There is currently no way to ...by: Beth 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
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
6
Need a view in SM for EQ at all locations
Need to be able to track quipment from site locations without knowing the locationby: Jeanette 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
6
Service Management Customer Properties
Need to have multiple options for contacts such as Accounts Payable, Onsite Contact, or Owner CEO etc... Each location has many departments and you only have one space ...by: Amy 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
6
Generate credit notes in SM
We frequently issue credits to customers for such things as goods returned, or incorrect amounts/items billed, etc. Currently, we have to enter in negative lines to a ...by: Mark 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
6
Allow archive of SM Purchase Orders
There should be a way to archive PO's in SM. In addition, there should be a "check and balance" in place when archiving SM Work Orders that a work order with an open PO ...by: Christine S. | 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
6
SM - Work Orders: Allow equipment to be available to change until job ...
When you set up a job in service management you can pick a piece of equipment that you are working on. When the call comes in from the customer they at times will not ...by: Julie S. | 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
We would like to see custom fields available on the SM customer ...
On the SM customer header there is a lot of space to the right of the Customer info/Contacts/AR info/links to properties etc. We would like to see a feature added for ...by: Lesa 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
6
We need the ability to "sort" items in the work order register by ...
We run ongoing time & material jobs and many I don't get paperwork promptly from the guys, or invoices quickly from the vendors to add to the work order register. So ...by: Teresa 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
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
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. | 3 months ago | Last activity 3 months ago | Status changed 3 months ago | 3 Service Management
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Votes
5
SM- need the ability to minimize the window instead of closing every ...
I frequently have to flip back and forth between work orders, purchase orders and other modules, and each time I have to save and CLOSE what I am doing. It was be great ...by: Teresa 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
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
5
Need a better place to stage unfinished Assignments in Dboard
We need a better place to stage unfinished Assignments in Dboard. Each tech should have an unassigned ecard location to stage unfinished assignments at the bottm of the ...by: Travis G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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