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Ability to set customer rental discount % by rate type (daily, weekly, monthly)

We would like the ability to set a discount % by rental type instead of a blanket rental discount to help incentivize customers to use us for longer rental needs. For example, provide them a 10% discount on ALL daily rentals regardless of class or...
Erin Velez 5 days ago in SRM 0 Needs review

BEING ABLE TO POST MULTIPLE STANDARD JOURNALS AT A TIME

Being able to post multiple standard journal entry under the same journal number but with different dates would make the entry time of the journals so much more quicker and more efficient.
Guest 7 days ago in SRM 0 Needs review

Make Labor Line Headings editable

Our technicians need to be able to change the text of the label to display what was done on the machine in a quick snapshot view (ex. PM done at 2500 hrs on DATE) while still billing the correct code. Still want to bill "internal labor" for exampl...
emily Durand 5 days ago in Texada Web 0 Needs review

E-Signature Reminders Needed

E-Signature Reminders needed. Once the contract is sent for e-signature, it would be helpful if the functionality existed where the system could send reminders to the signor if they haven't signed it. We have to go in and manually re-send it. And,...
Bryan Peters about 1 month ago in Texada Web 0 Needs review

Allow ability to "disable" instead of delete

There should be an option to disable records instead of deleting them. Essentially remove them from views, and prevent them from being able to be selected again, without having to delete them and break connections/remove historical data. examples-...
Erin Velez about 2 months ago in SRM 0 Needs review

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 3 months ago in Texada Web 1 Needs more votes

Scheduled Auto-Pay

Can we have the ability to schedule Auto Pay to run when we want it to? As an example we would like Auto Pay to run on the 20th and the 30th monthly.
Guest about 1 month ago in SRM 0 Needs review

Auditing / Historical Change View

The system should have an auditing/historical change view in all areas- be able to see who changed settings when, who changed a contract when, etc. This is common in other systems, and would provide details that are often needed.
Erin Velez about 2 months ago in SRM 0 Needs review

Electronic signature for ALL customer facing documents

Allow the ability to send ALL customer-facing documents for e-signature. Sales Orders, Misc Invoices, Work Orders
Erin Velez about 2 months ago in Texada Web 0 Needs review

Show historical delivery/pickup ticket comments for contract

Drivers would like a way to see previous comments entered for a contract's delivery or pickup tickets. For example, when delivering a machine, driver will go in and add comments about site access (use west gate, access code is 4136, etc) and they ...
Erin Velez about 2 months ago in Texada Web 0 Needs review