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Dark Mode Option

Operators are requesting for a dark mode option when using SRM.
Guest 8 months ago in SRM 2 Needs more votes

Allow changing of Work Week - Sunday to Saturday

Change the Calendar within the system to start the work week on Sunday and Saturday.
Guest 3 months ago in SRM 0 Needs review

QR code to view service history

a scannable QR (similar to the Kennard’s system) that allows customers or employees to scan the code and view the machines service history.
Guest over 1 year ago in SRM 1 Needs more votes

Ability to auto charge credit card fees on all document types if customer is paying by credit card

We want to consider charging credit card fees and would like to see an automated function developed for this where we can set a percentage fee in the back end of the system and then tick a box at the final screen of reservations, contracts and inv...
Amanda Craig over 1 year ago in SRM 0 Needs more votes

Upload of Meter Readings by Excel / CSV

We would like the ability to update meter readings from assets from Telematics data we have as an upload of an Excel / CSV file
Brad Eppingstall 12 months ago in SRM 1 Needs more votes

INVENTORY ADJUSTMENTS - ADD COMMENTS TO INV.ADJUSTMENT REPORT

ADD INVENTORY ADJUSTMENT COMMENTS TO INVENTORY ADJUSTMENT REPORT When performing an inventory quantity adjustment, 'Adjustment Date', 'Adjustment Type' and 'Comment' are recorded through the 'Inventory Adjustment' window. However, there is no way ...
Suzanne F 9 months ago in SRM 2 Needs more votes

PRINT P.O. RECEIVING WORKSHEET AT TIME OF PO CREATION

Reduce the time it takes to put PO package documentation together by creating and printing the P.O. receiving worksheet at the same time as the purchase order is created. In the confirmation screen right after a purchase order is created, there ar...
Suzanne F 9 months ago in SRM 1 Needs more votes

Purchase Orders - Ability to Attach Quotes

When a PO is requested it would be helpful for the requester of the PO to be able to attached any quotes to the PO request.
Brad Eppingstall over 1 year ago in SRM 3 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 6 months ago in Texada Web 1 Needs more votes

Send notification after a document has been E-signed

Currently when a document is e-signed there is no internal notification from SRM that the signature is complete 2 requests for this services and Hi Reach
John Hellens almost 2 years ago in SRM 0 Planned - to be scheduled