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Votes
2
When changing the accounting date on a SM Work Order Item, have the ...
If a WO is not billed in the period in which the costs were incurred and you need to make a change to the cost of an item on the Register, you get a warning that it is ...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
2
would like to run statements for SERVICE A/R only!
would like to be able to print service statements without printing Construction statementsby: Sandra D. | 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
Correcting multiple part numbers for the same item in the Service ...
I have recently taken over the task of cleaning up the inventory data for our company, and over time, employees have inadvertently created multiple part numbers for the ...by: Harvey 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
Service Management - Expand products
Why do you not allow for more than labor and parts as products in SM? We often use subcontractors for parts of a project for our customers, and need to be able to track ...by: Elizabeth 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
2
Bulk Print Invoices
We have appoximately 125 monthly invoices to send to customers. Not having a way to bulk print them is very inefficient. There should be a way to save them all at once or ...by: Lance 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
2
Service Management - Allow AP invoices to include multiple POs and ...
AP invoices must be a one-to-one ration with POs in SM. Often, an invoice is sent which includes more than one PO on it or, occasionally, a non-PO line item. Currently, ...by: John D. | 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
Service Management - Note field types
Currently, Boolean and drop-down lists are not available field types in SM Notes. Creating these types would make notes much more effective.by: John D. | 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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Votes
2
Remove Truck Charge on Maintenance T&Ms
Can you remove Truck Charge from Maintenance T&Ms but keep on other T&Ms? We have a special PM Rate set for customers we have PM Agreements. That rate includes a Truck ...by: Sabrina 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
2
Work Order register - Our company uses the register to invoice items, ...
Our company uses the register to invoice items, re-open the work order, add more items and invoice again, and we can do that many times. But the problem we run into is, ...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
2
Have Extra default from the Agreement on PM Work Orders in SM
I have a client that links all Customer locations to a job in the SM Customer Locations. On their Agreements, they link to the Job and an Extra and link this to a piece ...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
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
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
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
2
allow post to SM work orders from PR and AP
We use jobs on SM work orders and would like to be able to post from AP and PR to SM using the job and work order fields.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
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
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
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
1
SM customer PO # on reports
a report show customer invoice, invoice amount and customer PO #. Thank youby: Cindy W. | about a year ago | Last activity about a year ago | Status changed about 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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