• 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.
  • 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 ...
  • 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, ...
  • 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 ...
  • 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

    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 ...
  • 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 ...
  • 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.
  • 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 ...
  • 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 ...
  • 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 ...
  • Votes

    1

    SM customer PO # on reports

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

    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

    SM - Inventory Sales Price to Override Mark Up in Table

    Why wouldn't Inventory items with a sales price attached to it override a mark up table %? What is the point of putting in a sales price amount in inventory if it going ...
  • Votes

    1

    Default Center when creating a new Location in Service Management

    We only have one Center that we use, so it would save us time if we had the ability to create a default value for Center when creating new locations, similar to how that ...
  • Votes

    1

    Don't allow transfer of inactive parts in Service Managment

    Even though the part # is not on the list, you can manually enter an inactive part # and it will allow you to do a transfer. The user should get an error message like ...
  • Votes

    1

    Flat rate part setup in Service Management

    When flat-rate parts are setup or amounts are changed, the user has to manually calculate and enter the Total sale amount. If the Total sale amount entered is not the ...
  • Votes

    1

    Technician notes in order from Oldest to newest.. they currently show ...

    When technician enters notes in the work order they show up in the invoice from newest to oldest (top to bottom) this doesnt make sense for the customer to read how they ...
  • Votes

    1

    Bin Location by Center

    Allow for BIN LOCATION by Stocking Location. Currently the Bin Location is only on the Part setup. This doesn't allow for having differing Bin locations at different ...