-
Votes
1
Create User Defaults for Service Order Entry
It would be nice to have the ability for each user to have their own defaults for service order entry instead of the defaults set at the organizational level. It is great ...by: Kasie D. | 9 days ago | Last activity 9 days ago | Status changed 9 days ago | Service Receivables
-
Votes
9
Create Work Orders from Contracts
We have many clients on contracts with varying billing cycles. We use Contracts to record all of the details. From 10-Contract you only have the option to Post. This ...by: Jess D. | over a year ago | Last activity about a month ago | Status changed 6 months ago | Service Receivables
-
Votes
29
Service Contract on Work Order
WHO: HVAC and Plumbing Contractors that have clients with schedled maintenance service contracts WHAT: On the Work Order, create a new field called Service Contract. ...by: Barbara T. | over a year ago | Last activity about a month ago | Status changed 6 months ago | Service Receivables
-
Votes
4
Need a different credit card processor than Paya
Please offer a different integrated credit card provider than Paya. Paya does not support a tap/swipe card reader. The only swiper that works is Magtek which has been ...by: Juli C. | 2 months ago | Last activity about a month ago | Status changed 2 months ago | Service Receivables
-
Votes
4
Service Order Costs doesnt copy & paste onto new work order.
When we mess up on Work Orders we like to just copy and paste everything. I don't like that it won't copy the Service Order Costs to the new Work Order. Is there anyway ...by: Melanie A. | over a year ago | Last activity about a month ago | Status changed over a year ago | Service Receivables
-
Votes
7
Copy or repeat work orders in 11-2 screen option to transfer costs
In the 11-2 work orders, sometimes we have to void a work order and create a new work order to change the client the work is billed to or change the tax code. Would be ...by: Jennifer L. | over a year ago | Last activity about a month ago | Status changed 6 months ago | Service Receivables
-
Votes
33
Would like to be able to bulk email Service Invoices and Statements, ...
With a large number of Service Invoices send out each day, it would be nice to be able to do a bulk email (similar to the Direct Deposit notification emailed to employees ...by: Janet D. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Service Receivables
-
Votes
13
Add to help. Explain the difference between routes, contracts and work ...
There is no information in help about the differences of routes, contracts and work orders and when you would choose to use one over the other.by: Rik M. | over a year ago | Last activity 3 months ago | Status changed 6 months ago | Service Receivables
-
Votes
6
Work Order 11-2 Open on Invoice Details Tab
When opening the Work Order Screen(11-2), it opens on the Location Tab. Would really love it to open on the Invoice Details Tab.by: Christina T. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Service Receivables
-
Votes
23
Combine multiple work orders into a single AR invoice showing one line ...
Some clients want to be able to bill for multiple work orders on a single invoice. Their is currently no way to combine work orders into a single invoice. I have several ...by: Stephan G. | over a year ago | Last activity 3 months ago | Status changed 6 months ago | Service Receivables
-
Votes
5
Invoice client with simple click of button
Need to be able to click on email and it does the following: - Names the PDF and the email the invoice number. - Has an automated message defaulted for all SR invoices ...by: Melissa J. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Service Receivables
-
Votes
11
Option to print statements in ALPHA - AR, SR & Combined
Statements have very few options, please add an option to print in alpha order, printing by customer number is useless.by: Gretchen H. | over a year ago | Last activity 3 months ago | Status changed over a year ago | Service Receivables
-
Votes
7
Create a "View Only" user permission for the Dispatch Board
Please create an option for user permissions for the dispatch board to be "View-Only". We want to increase communication between the field and the office, and would be ...by: Travis F. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Service Receivables
-
Votes
33
Would like to be able to bullet/number, tab and space in the note ...
We type our quotes and proposals in the Service Receivable Module. This allows us to keep a list of quotes/proposals we need to follow up on. It would help when creating ...by: Dody T. | over a year ago | Last activity 4 months ago | Status changed over a year ago | Service Receivables
-
Votes
5
PO ship to address from work order when generated from WO
For clients using the service module and generating POs from the WO, the shipping address on the PO could auto populate from the work order like it does from the job. ...by: Charlene D. | 5 months ago | Last activity 5 months ago | Status changed 5 months ago | Service Receivables
-
Votes
5
Run finance charges without charging finance charges on finance ...
Please stop finance charges from including previous finance charges in the total assessable. OR Allow finance charges to be created but then edited before they are ...by: Gretchen H. | over a year ago | Last activity 6 months ago | Status changed over a year ago | Service Receivables
-
Votes
9
email on client location record
Service Work Orders need to be emailed from the field to a Location Manager; a client has multiple Locations. Add 2 dedicated email fields to the Location record. When ...by: Barbara T. | over a year ago | Last activity 8 months ago | Status changed over a year ago | Service Receivables
-
Votes
12
Add keyboard shortcuts - EVERYWHERE
Please make it easier to navigate through tabs and pages without using the mouse, especially in service orders.by: Gretchen H. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Service Receivables
-
Votes
5
Have cash receipt and deposit date seperate.
When a cash receipts is received it would be good if we could receive it without having to post it has a deposit at the same time. The date received and the date ...by: Melinda A. | over a year ago | Last activity 9 months ago | Status changed over a year ago | Service Receivables
-
Votes
7
11-2 Invoice Detail - Markup%
In 11-2, The Invoice Detail Tab. Having the ability to Markup individual line items. Right now it marksup the whole invoice.by: Neal S. | over a year ago | Last activity 11 months ago | Status changed over a year ago | Service Receivables
By Category
- All Categories
- Accounting Reports (121)
- Accounts Payable (487)
- Accounts Receivable (449)
- Equipment Management (41)
- Estimating (117)
- General Ledger (129)
- Inventory (57)
- Other (269)
- Payroll (695)
- Project Management (375)
- Review and Reporting (147)
- Scheduling (48)
Service Receivables (167)- Utilities (92)
