General
44 results found
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Customer Stop Work Feature
Add feature to "freeze" a customer by preventing new jobs from being created if they are overdue on their accounts, and display an appropriate warning when create a new job is attempted.
1 vote -
Customer Merging
We would like the ability to merge customers (as in Xero). Spelling skills are not necessarily strong points with Technicians and it is not uncommon to have customers duplicated with separate job histories due to spelling or other errors.
1 voteGreat idea. This is an update we want to do in 2014.
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1 vote
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Cross check packing slips from Supplier, with jobs sheet with the same job number
We constantly find errors on suppliers packing slips/invoices with what should have been charged to us. i.e. double powerpoint instead of a single. or 10 items instead of 1. Or special pricing.
1 vote -
Create a 'pick list' for supplier pick ups
When creating a job or quote, allow the ability to create a 'pick list' to send to a supplier. This would form the basis for a purchase to be filled in later possibly.
1 vote -
Scrolling through the suggested list of parts
It would the great to be able to scroll through the suggested items list when adding a part as we have a lot of parts with very similar descriptions. When I go to search for a part that I am unsure of how it is described in our parts list I have to do a lot of guessing to get the suggested parts to show me what I want. If I could scroll through a list of parts that have matching phrases to what I have searched for this would be a great time saver.
1 vote -
1 vote
Will be part of our ordering process we are installing now in the new iPad app.
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1 vote
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Multiple Charge Out Rates for Staff
We would like multiple charge out rates for staff (that might be tied to work types). e.g. Staff Paul might have a charge out rate of $65 for a "General" work type and a charge out rate of $70 for a "Commercial" work type when servicing specialty equipment that requires specialised training.
1 votePlease comment as to whether it’s more important to have staff rates by work type or by customer. We have a method of doing this, and it’s planned however you feedback is appreciated.
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iMessage or SMS Job Owner
We would like the ability to instantly notify a job owner via iMessage (or SMS) that they have a new job allocated to them.
Currently JobSheet can initiate an email to the job owner. However this is unreliable as it is dependent on the job owner checking their email.
1 voteWe have this planned. One thing you can do is ensure that your staff have an email capable phone with automatic syncing. This will get there only slightly slower than a text message.
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The ability to put Section Headings (without Section total and $ amount) into quotes & invoices
When creating a quote, it would be great to be able to create section headings. We can sort of do it at the moment, but a $0 dollar value appears next to it on the . Be good to be able to remove this "Section Total" and "$0 amount".
1 vote -
1 vote
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Change labels on staff names for different pages
Have different labels for a staff member depending on what page you are viewing.
This could mean that John Smith shows as...
Jobs list: John
Invoice: Electrician
Billable items: John Smith
Reports: Johnboy1 vote -
CNC
CNC operetar
1 vote -
customer email on job card
To have the customers email output onto the job card when exported.
1 vote -
Auto-save or warning when leaving the description/details tab for a new job
see someone has already suggested this, any update pls ?
1 vote -
Export customer list using specific values.
We need to export reports based on specific data, ie: job dates. This is something companies like ours need when managing service schedules.
1 vote -
have a achive job completed file
so when you have multiple jobs completed the latest ones are at the top not 3 pages over
1 vote -
Hide archived staff members from Time list
Archived staff members still show on the list of staff for Time charges.
1 vote -
Fix formatting of customer addresses on quotes and invoices so that stray commas and spaces don't appear.
I may have reported this before, but cannot find reference to it in the knowledge base or feedback.
1 vote
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