General
44 results found
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1 vote
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Have the ability to print out lists of particular services and customers for records and reports.
Need to produce a report from so we can analyse services done and make it easier to source customers so we can servicing installed appliances.
3 votes -
Have list of descriptions that you can add to or take out in quoting section so you do not have to continually write them in the discripion
have list of descriptions that you can pull up so you do not have to continually write them out for the quoting section
6 votesGood suggestion.
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Sort columns
Hi guys, it would be fantastic if we could sort alphabetically rather than scroll through lists in order entered, in both the drop-down menus and the lists.
4 votes -
Add a timesheet function
Please add a timesheet function to jobsheet. I.e. Can track employees time against each job, include travel time, admin/unbillable time, and then be able to produce a weekly timesheet.
Tried to use timesheeting in Xero BUT can not allocate time to a specific job.5 votes -
1 vote
Will be part of our ordering process we are installing now in the new iPad app.
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Be really handy if we could upload job photos to the customer details area. Giving the techs a visual they can refer to would be handy.
Uploads on customer cards.
3 votes -
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 -
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 -
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 -
Billable time description
Be able to add a description of work done for billable time line item (that will transfer through to Xero).
7 votes -
Option (check box) to add an adhoc billable item to an "in house" price list for repeated use.
Option (check box) to add an adhoc billable item to an "in house" price list for repeated use.
5 votes -
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 -
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 -
Option to remove remittance slip on invoice
Option to remove under admin settings. Mainly for those not accepting cheques.
2 votes -
1 vote
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1 vote
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7 votes
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Send to Xero items as inventory items (include item code)
Currently description only with code in brackets. Include code in code field so Xero is able to track inventory.
2 votes -
Filter customer history by job type
Columns showing for customer history clickable to sort. Also maybe a search option like on the jobs list.
0 votes
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