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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 6 months ago in Texada Web 1 Needs more votes

Work order complete form

Form emailed after completion of WO is unusable as it includes the costs of parts/labour recorded by the mechanic, which are not necessarily the amounts the end customer gets billed. The current format of the Work Order Completion Receipt includes...
Mythily Sureshkanan almost 2 years ago in Texada Mobile 2 Planned - to be scheduled

Making the Phone field of Reservations mandatory

Reservations can be created without entering the Phone # Navigate to Counter Menu -> Reservations Menu -> Reservation.Click on Add / Press F5Try to create the reservation by keeping Phone # blank
Stephen Cavanagh 7 months ago in SRM 1 Needs more votes

To track the date that a workorder is closed, to enable performance measures around how long a workorder is left open.

We would like to track how long a workorder is left open, to ensure that we are responding to issues efficiently. To do this we need to know when a workorder is closed. Currently (According to support), "... there is no direct way or even a workar...
Guest 7 months ago in SRM 2 Needs clarification

Include an admin/management function to be able to correct error in tracked time.

There should be a function available (for Management or admin users) where tracked time hours are obviously incorrect that supplementary information can be entered to change the total hours recorded.
Guest 4 months ago in Texada Web 1 Planned - to be scheduled

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 11 months ago in Texada Web 1 Needs more votes

Allow operators to search using email from the customer master

Received a report today where the operator would like to minimize their time when searching the customer base - for the customer search engine to use email. At this time there does not seem to be a way to search for a customer / customer contact b...
Guest 11 months ago in SRM 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 7 months ago in Texada Web 0 Needs more votes

Texada Pay: Card capture consent & authorization form

When we are capturing cards on file for future use, it would be helpful to have an integrated solution where customers could acknowlegde the terms of use for capturing card on file for future use and stored in a safe way,
Adam Kropf almost 2 years ago in Texada Web 0 Planned - to be scheduled

Transport Tickets - Reporting

We would like the ability to generate reporting on the closed transport tickets to be able to review the efficiency of our transport division and to help with resourcing.
Brad Eppingstall 11 months ago in SRM 1 Needs more votes