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Texada Web

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Web Date viewer Custom Saves

It would be nice to have more freedom on the view options for contract filters. Things like making it so contract status (Open/Closed/Both) is a savable option on a view. Also create either more time frames to view, or allow the ability to create ...
Guest 6 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 2 months ago in Texada Web 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 4 months ago in Texada Web 1 Needs more votes

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 3 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 3 months ago in Texada Web 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 about 1 month ago in Texada Web 0 Needs review

Under codes, there is a tab that says sales Men. It need to be changed please to Sales Rep OR Sales person, I just got promoted to the sales position but I'm not a salesMEN. Thanks in advanced ​

Under codes, there is a tab that says sales Men. It need to be changed please to Sales Rep OR Sales person, I just got promoted to the sales position but I'm not a salesMEN. Thanks in advanced ​
Guest 2 months ago in Texada Web 1 Will not implement

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 8 months ago in Texada Web 0 Needs review

Enable comments for delivery tickets to show up on overview

A field is needed for site contact and phone number (we can utilize comments filed) but this field does not show up in the delivery / pickup ticket overview for download to Excel.
Guest 6 months ago in Texada Web 1 Needs more votes

Show operator in Status Code Change History

Showing the operator allows simplifying follow up with the person who changed the status code, to enforce accountability and behavior change.
Stephen Cavanagh about 1 year ago in Texada Web 1 Needs more votes