ADD A NEW IDEA

All ideas

Showing 144 of 144

Add rental rates to Asset tab in Web

We would like to be able to access rental rates by asset easily. That way, when our rental coordinators are on the phone or with a customer, they can access a machine's rental rate without much digging. The current process is bulky and slow.
Guest about 20 hours ago in Texada Web 0 Needs review

SHRINK EXPANDED FIELDS SINCE UPDATE

Since latest update, Ware House Receiving Inquiry and loss of EXPAND is extremely un-user friendly and has caused significant loss of time in obtaining regularly used information we seek. I would like to suggest a fix that may help remedy our prob...
Guest about 1 month ago in SRM 1 Needs more votes

ACH for Bank of Montreal

BMO is rejecting ACH payments due to a specific file change required for their company create an ach import that will be compatible with BMO
John Hellens 16 days ago in SRM 0 Planned - to be scheduled

Include an admin/management function to be able to correct error in tracked time.

There should be a function available (for Management or admin users) where tracked time hours are obviously incorrect that supplementary information can be entered to change the total hours recorded.
Guest 10 days ago in Texada Web 0 Needs review

ACH for Royal Bank

Royal Back (RBC) is rejecting ACH payments due to a specific file change required for their company create an ach import that will be compatible with RBC
John Hellens 10 days ago in SRM 0 Planned - to be scheduled

CREDIT WORK ORDERS HAVE A 'C' AT THE END OF THE INVOICE

WHEN CREDITING AN INVOICE THROUGH THE MISC SALE ITS USES THE SAME INVOICE NUMBER BUT WITH A 'C' AT THE END SO WE ALWAYS HAVE THAT CONNECTION. HOWEVER, WHEN IT COMES TO WORK ORDERS THERE IS NO CONNECTION WHEN CREDITING WORK ORDERS. ITS SYSTEM GENER...
Guest 5 months ago in SRM 1 Planned - to be scheduled

See cost instead of selling price of parts when viewing internal Work Orders

Currently, SRM shows marked up prices of parts on internal work orders. Prices only revert to cost when the work order is closed.
Guest 23 days ago in SRM 0 Needs review

Asset linking- Link Attachments with Equipment

Create a way in the system to designate when two assets are currently tied together- for example a specific bucket on a skidsteer- so that users are able to see which bucket is currently installed on a machine. If a bucket is taken off of the mach...
Erin Velez 4 months ago in Rental Asset Management 0 Needs review

Allow use of Signature Pad Functionality

Allow the use of a signature pad device to capture in-person signatures, such as the Topaz signature pad.
Erin Velez 4 months ago in Texada Web 0 Needs review

Would like to be able to sort or change default view for invoices in Web

The ability to create a customer view exists for contacts and tickets but not for invoices. Would like this option for invoices as well
Barb Thompson 30 days ago in Texada Web 0 Needs review