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work from one location / division

When searching sales inventory it would be really helpful to be able to search one location. not have the system bring up all of our locations. Would save time when you think you have a part and cannot find it. then when you go back to the system ...
Guest 9 months ago in SRM 1 Needs clarification

Create a utility to update contract details ( same as vendor/customer utilities)

Rather than having to update contracts individually, a bulk download to excel then amendment and reimport data would help to update Changing data like salespeople.
Guest 9 months ago in SRM 1 Needs more votes

Servicing Customer-owned equipment

Customer-owned equipment which are not part of the current fleet The aim is to solve the challenge of managing a mixed inventory of customer-owned and rental equipment, especially when they are not part of the existing service fleet. It would allo...
Mythily Sureshkanan 10 months ago in Texada Mobile 0 Needs more votes

Damage waiver by site

When doing business in a different province or taxing region. The taxes applied to the damage waiver are determined by the damage waiver code. The proposed solution is to allow damage waiver codes to be assigned to a job site. use case: when a cus...
John Hellens 10 months ago in SRM 0 Needs more votes

Product Reviews

give a star rating for overall, equipment performance/experience, and rental experience
Mythily Sureshkanan about 1 year ago in GateWay 0 Needs more votes

Contract Export/Import update tool

The request for this idea, is to provide a tool to export contracts and re-import them with updated data, similar to inventory clean up tooi in SRM. The driver for this request is updating salesman. If this is built we should review other fields t...
John Hellens about 1 year ago in Texada Web 0 Needs more votes

Work Order: Support for Bulk Rental Asset Quantity

Issue Description When creating a WO and assigning an Asset to be worked, when servicing a Bulk Rental asset there is no way to specify the quantity of that bulk asset that is being worked to appropriately update availability. Client scenario: The...
John Hellens about 1 year ago in SRM 0 Needs more votes

WO-2.0 deposit

We have received feedback on Work orders within web and Mobile , to improve the usability of WO's WO deposit flow
Mythily Sureshkanan 6 months ago in Texada Web 0 Planned - to be scheduled

Allow each branch to have their own group rental product rates

Currently, Texada allows for group rental rates to be set for the whole company. It would be beneficial if each branch or location could have their own group rental rates. How this would work, is the rental rates assigned to a rental product numbe...
Guest 6 months ago in SRM 2 Already exists

Work Order: Support for Bulk Rental Asset Quantity

Issue Description When creating a WO and assigning an Asset to be worked, when servicing a Bulk Rental asset there is no way to specify the quantity of that bulk asset that is being worked to appropriately update availability. Client scenario: The...
John Hellens about 1 year ago in Texada Web 0 Needs more votes