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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. | 2 months ago | Last activity 2 months ago | Status changed 2 months 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. | 2 months ago | Last activity 2 months ago | Status changed 2 months 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. | 2 months ago | Last activity 2 months ago | Status changed 2 months 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 you
by: Cindy W. | 5 months ago | Last activity 5 months ago | Status changed 5 months 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. | 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
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
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
3
In SM, Nothing should be greyed out should have full control, need to ...
Sometimes we change a work order from "quoted" to "T&M" and vise versa, in SM we have to create a whole new work order to do this and get our accounting team to transfer ...
by: Chris R. | over a year ago | Last activity 2 months ago | Status changed over a year ago | 3 Service Management
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Votes
2
SM add reference column to the receipts screen.
SM - PO - Properties - Receipts On the PO properties register tab you have description and reference. Description pulls to the receipts screen. The reference column ...
by: Desiree 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
3
In Service Management, give a warning when entering a work order if ...
Please give a warning when the customer reaches thir credit limit. Also allow us to see the credit limit along with the Customer Balances on the work order screen.
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
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 ...
by: Bill 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
2
I would like the ability to enter reimbursements into service ...
Our technicians often purchase material or have to pay for parking and need to be reimbursed but there is no spot for entering a reimbursement in posting time for service ...
by: sonjia 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
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 ...
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
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 ...
by: Bill 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
3
Service Management work order numbers should be able to use alpha ...
service management set up should allow for alpha characters. Between jobs, purchase orders, cost codes and service module there are only so many numbers usable before ...
by: sonjia 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
2
work orders would auto update instead of manually open the work-orders ...
work orders would auto update instead of manually open the work oders inorder for it to update cost.
by: 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
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 ...
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
Multiple Billing Rates in SM
We bill our Technicians services based on the skill level required. For Example, we charge a lower rate for someone just picking up trash than we do for HVAC services. ...
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
3
Reopen purchase orders
Please allow us to reopen purchase orders in SM to correct any issues. We can then repost to Accounting, and it will update in Sage.
by: Nancy 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
4
I would like the ability to change from T & M to Quoted and vice ...
Sometimes projects go from a time and material set up to a quote and sometimes quoted work becomes time and material depending on the circumstance. This cannot be ...
by: sonjia w. | over a year ago | Last activity 2 months ago | Status changed over a year ago | 3 Service Management
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