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SRM

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Request for go back Button or to be able to use the Escape key to go back to work order header

Received a request from an operator on if there is a way to go back or to be able to use the Escape key to go back to the work order header? At this time there is nothing in pace? The request is to have a button added to depress allowing to get to...
Guest 26 days ago in SRM 1 Needs more votes

Upload of Meter Readings by Excel / CSV

We would like the ability to update meter readings from assets from Telematics data we have as an upload of an Excel / CSV file
Brad Eppingstall 28 days ago in SRM 1 Needs more votes

Ability to auto charge credit card fees on all document types if customer is paying by credit card

We want to consider charging credit card fees and would like to see an automated function developed for this where we can set a percentage fee in the back end of the system and then tick a box at the final screen of reservations, contracts and inv...
Amanda Craig 6 months ago in SRM 0 Needs more votes

Purchase Orders - Ability to Attach Quotes

When a PO is requested it would be helpful for the requester of the PO to be able to attached any quotes to the PO request.
Brad Eppingstall 7 months ago in SRM 3 Needs more votes

Construction Lien Act Holdbacks

Our invoices on major construction contracts are subject to a holdback amount that is paid out at the end of the project. This is a legal requirement. We need to be able to temporarily discount our invoice in the form of a holdback, typically by 1...
Guest about 2 months ago in SRM 1 Needs more votes

QR code to view service history

a scannable QR (similar to the Kennard’s system) that allows customers or employees to scan the code and view the machines service history.
Guest 6 months ago in SRM 1 Needs more votes

Request for print to work in View Contracts screen

Received a report from an operator out of W71 where they would like an option for the system to print the contract when they double click on the contract number in the view contracts screen from: Inventory Inquiry > Product Information > Vie...
Guest 3 months ago in SRM 1 Needs more votes

Ability to Capture Card in customer information

When setting up a customer in customer information, have the ability to capture their card at that time.
Donielle Gros 7 months ago in SRM 3 Needs more votes

Print logged in operator on off rentals

Currently SRM does not print the logged in operator on off rentals. The operator that issued the off rental would be useful information.
John Hellens 12 months ago in SRM 0 Needs more votes

Auto Apply a Marketing Code to Reservations

This is already doable for contracts and invoices. It should be available for reservations. This allows us to add a marketing code such as hours of operation, special holiday hours, or special instructions that would be helpful for customers.
DJ Robertson 8 months ago in SRM 1 Needs more votes