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SRM

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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 4 days 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 24 days ago in SRM 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 24 days ago in SRM 0 Needs review

Add Excel Option to the Unbilled Contracts Report

Please add the option to export the unbilled contracts report to an excel sheet
Rebecca 11 days ago in SRM 0 Needs review

Allow Invoice attachments and invoice itself to be emailed together

Currently, when an invoice in SRM has an attachment, the attachment has to be emailed separately from the invoice PDF. It would be convenient to be able to email the pdf invoice, as well as the attachments in one singular email so that customers g...
Rebecca 23 days ago in SRM 0 Needs review

Sales tax exemption on site level

It would be helpful to have a sales tax exempt status available on site level. E.g. we have certain sites that are sales tax exempt. Currently the system only allows to record Sales Tax Exempt Status on Customer level and not site level.
Guest 25 days ago in SRM 0 Needs review

RUN AN INVENTORY REPORT (WITH COUNTS) BY DIVISION, LOCATION

We are constantly running inventory reports for our growing fleet of vans. Today, there are are no easy ways to see what is in the vans and the quantities.
Guest 17 days ago in SRM 0 Needs review

OEC On Rent Report

A report that shows OEC (Original Equipment Cost) and value on rent vs the total OEC looking for a repot to be able to quickly see the % of our total fleet on rent.
Rebecca about 1 month ago in SRM 0 Needs review

SERVICE CODE - NOTES ON WORK ORDERS

ON AN INVOICE IT ALLOWS YOU TO PUT NOTES FOR A SERVICE CODE, BUT ON AN WORK ORDER IT DOES NOT ALLOW YOU TO PUT NOTES FOR A SERVICE CODE.
Donielle Gros 23 days ago in SRM 0 Needs review

Customer special labor rates

We have many customers with negotiated labor rates for repairs. A large portion of our revenue is from repairs. It would be helpful to have Customer level labor rates like we have for rental rates.
Guest 25 days ago in SRM 0 Needs review