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Back Office Summary Reports - Rental Journal Trx Summary and Daily Close Postings. Can these reports be exported to excel? Just the attached two pages.
Back Office Summary Reports - Rental Journal Trx Summary and Daily Close Postings. Can these reports be exported to excel? Just the attached two pages.
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Ability to embed your terms and conditions of hire within the e-signature platform
Instead of hire terms and conditions being on the hire contract/schedule, they should be able to appear, or be linked to, as part of the e-signature process. This way stored documents (signed hire schedules/contracts) become shorter and smaller to...
3
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Add a function to delete old attachments (e.g. old signed contracts)
Texada offers limited space to store documents, including signed contracts using Texada's digital signature function. As a result, under normal use, users will continually run into their storage cap, disabling the digital signature function until ...
1
Will not implement
1
VOTE
Highlight flagged tickets in ticket Scheduling View
When a driver completes a ticket and uses the ‘Requires Review’ toggle the line is highlighted in red in the Pickup and Delivery ticket lists. A customer has mentioned that their admin staff primarily use the Ticket Scheduling View in Web. Flagged...
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Present delivery and pickup tickets in one screen to enable seamless searching & filtering
Develop a single screen for all tickets, delivery & pickup, so that they may filter and search all tickets at once. Having a ‘Ticket Type’ column which specifies if a ticket is a delivery, pickup or task would enable users to filter when neces...
1
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Add Off-Hire Date to Contract History
Sometimes rental companies do not know the duration of hire, i.e when the customer no longer needs the equipment. In these instances the Due Date on the Contract History tab is not as useful as the pick-up ticket create/off-hire date which indicat...
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Select which inspections are printed to PDF
In some instances a company may wish to only send certain completed inspection forms to a customer when they generate the inspections PDF. Currently the PDF includes all inspections completed on a Work Order without the ability to break them out i...
1
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1
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Add details of who has claimed inspection form on Work Order in Texada Mobile
we provide better visibility of who has claimed inspection forms against a Work Order in Texada Mobile when an inspection form is locked. The current message reads ‘The inspection has been claimed by another user’. This would allow mechanics to co...
0
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Show invoice number and invoice dates on Work Order after invoicing in Texada Web
These fields could also be columns we display in the WO list view. There is no simple way to find the invoice against a completed WO in Web currently. Invoice number can be found in SRM from the Totals screen for WO’s that have been completed &...
1
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