Add customer on hold for non-payment
In service module it would be nice to have a function where we can put a customer on hold for non payment and we can't generate new work orders for said customer that way dispatcher knows there an issue with said customer
Need to be able change site in work order.
If select the wrong customer site, in a work order you can't change it. But you can change the customer. If a work order gets set up with an incorrect site you are stuck with either bad information or creating a new WO, making a journal entry to c...
I would be nice to have a place in Service Contract to put the customers po number in. The work order have po # spot but the service contract does not
So we don't have to forget that they need a po # on their billings.
Work Order Status Notifications
Our salesmen like to know when a work order is scheduled and finished so they can communicate with the client. A notification sent to them would be handy. Also, the ability to send a notification to the client would be great.
Service Reporting - Stronger reporting, based on date ranges
Month to month for cost and revenue Monthly activity By site, by tech, by wo
FieldTech - fields that are required to be completed by technician
Inactive service contract should not be processed.
Once you make service contract inactive, you also need to delete the future scheduled transactions, otherwise they are processed in a batch. Here we are saying inactive for short period. This makes extra work to delete and then recreate when the s...
Customer/Site Credit Hold
Would be nice for the system not allow a work order to be entered if the customer is on credit hold unless approved by a manager.
Ability to reverse time card lines in pre time card and ability to adjust work order
Eight people voted on this and I don't know what it means
Font changing in Work Order under notes.
Font keeps changing in work order under notes when copied, pasting, and changing anything in there. See attached.
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