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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 7 days ago in Texada Web 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 4 months ago in SRM 0 Needs review

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

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

Labor and Services in Work Order Service Kits

Currently creating a work order service kit only allows users to build a list of parts. This is useful for preventative maintenance schedules and standard jobs for repairing equipment. Having the ability to set labor time and any services as part ...
Alex Kress about 2 months ago in SRM 0 On Hold

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

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 22 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 22 days ago in SRM 0 Needs review

ABILITY TO SELL A RENTAL ASSET AT TIME OF RETURN AS WELL AS CHARGE THE RENTAL RATE.

When returning a piece of equipment on a rental contract I would like to be able to charge for the rental period as well as have the option to sell the rental unit to the customer.
Jennifer Ridler 4 months ago in SRM 1 Already exists

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 28 days ago in Texada Web 0 Needs review