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Texada Web

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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 2 months ago in Texada Web 1 Needs more votes

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 4 months ago in Texada Web 1 Needs more votes

Electronic Signature for Work Orders and Work Order Estimates

Texada currently offers an electronic signature feature for rental contracts. This idea is to expand this feature to include Work Orders and Work Order Estimates. At our company, our service department takes in customer equipment to be repaired. I...
Guest about 1 year ago in Texada Web 2 Needs more votes

The default Salesperson on a work order should be populated based upon the contract salesperson, not the customer account salesperson.

Current logic automatically populates the salesperson work order value from the customer account. There are many instances where the contract salesperson is different from the customer account salesperson, and the contract salesperson will be the ...
Shane Hanks 5 months ago in Texada Web 1 Needs more votes

Ability to have default comments appear on labor lines on work orders

Similar to how marketing codes work in SRM, it would be nice to have the ability to have default comments/headings appear every time a labor line is added to a work order, and the technician then adds there comments from there, for a few reasons: ...
Guest 5 months ago in Texada Web 1 Needs more votes

Managing drivers schedules for tickets not completed yesterday

The schedule view in Texada Web focuses on the current day. Deliveries and pickups that were not completed the day prior can be missed. Making overdue tickets from previous days visible in the schedule view to highlight passed due work would aler...
John Hellens over 1 year ago in Texada Web 3 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 11 months ago in Texada Web 1 Needs more votes

Create Task from Invoice

Currently the ability to create a task with a quick click (button) when creating/editing an invoice is only available in SRM, add this to Texada Web.
Alex Kress 6 months ago in Texada Web 0 Needs more votes

Rouse Data Integration - Ingest Asset Data

As a client of Rouse Analytics, it would be very beneficial to have the asset liquidation value and replacement cost updated from the data that Rouse supplies.
Alex Kress 10 months ago in Texada Web 1 Needs more votes

Work In Progress Billing for Work Orders

Currently when the Work In Progress billing for Work Orders is active all work orders must be closed/invoiced in SRM (not Web).In SRM the user is prompted "Is this the final invoice Y/N?". If this prompt was added to Web then clients with WIP enab...
Alex Kress 7 months ago in Texada Web 0 Needs more votes