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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 about 2 months ago in Texada Web 0 Needs review

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 13 days ago in Texada Web 0 Needs review

ABN on Counter Documents

In Australia, it is a standard to show the customer ABN on documents. By enabling this as a standard form, we will have less customers asking for custom documents, and a simpler way to meet this business goal.
Stephen Cavanagh 13 days ago in SRM 0 Needs review

CREDIT WORK ORDERS HAVE A 'C' AT THE END OF THE INVOICE

WHEN CREDITING AN INVOICE THROUGH THE MISC SALE ITS USES THE SAME INVOICE NUMBER BUT WITH A 'C' AT THE END SO WE ALWAYS HAVE THAT CONNECTION. HOWEVER, WHEN IT COMES TO WORK ORDERS THERE IS NO CONNECTION WHEN CREDITING WORK ORDERS. ITS SYSTEM GENER...
Guest 3 months ago in SRM 0 Needs review

Asset linking- Link Attachments with Equipment

Create a way in the system to designate when two assets are currently tied together- for example a specific bucket on a skidsteer- so that users are able to see which bucket is currently installed on a machine. If a bucket is taken off of the mach...
Erin Velez 2 months ago in Rental Asset Management 0 Needs review

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 18 days ago in Texada Web 0 Needs review

Restrict new City Tax information by Parameter/Role

When entering a new document the City field can be accessed to add a new City + associated Taxes: If the adding operator misspells a city this can lead to duplicates, and can also define City Taxes that then apply to the created document when acce...
Ben Ashton 3 months ago in SRM 0 Needs review

Having site contact name appear on work orders

Mobile techs already see a contact phone number on work orders, but that's it. No contact name or extension if applicable. If the name was also included in this info on work orders it would make it much easier for them to reach the contact they ne...
Guest 26 days ago in Texada Mobile 0 Needs review

The system to allow to delete or VOID a correction payment

An operator used the correction feature to add a MasterCard payment, but the issue is that the payment should have been a different amount than what was entered. The system did not allow the correction payment to be removed from the invoice. I was...
Guest 29 days ago in GateWay 0 Needs review

SPE - Integration between SRM and AcessIntel's debtors on-line account portal

What is the problem you are looking to solve with this enhancement request? To save time validating customers good standing How many in your organization encounter this problem? This affects 5 users, but the work these users do affects the e...
Stephen Cavanagh about 1 month ago in SRM / SOW 0 Needs review