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Request for print to work in View Contracts screen

Received a report from an operator out of W71 where they would like an option for the system to print the contract when they double click on the contract number in the view contracts screen from: Inventory Inquiry > Product Information > Vie...
Guest about 1 year ago in SRM 1 Needs more votes

Equipment inspection history should sort newest to oldest

Idea is to change the sort on equipment inspections so that it shows newest events at the top, and that the columns are sized so that they do not need adjusting to capture a screenshot or take a printout. The reason for this idea is that Australia...
Stephen Cavanagh about 1 year ago in Texada Web 0 Planned - to be scheduled

Integration with RAMP

We are looking for an integration with RAMP. https://ramp.com/developer-api?k_is=opl&q_mailing_7TUwnLRio5bqoBbU1vuPzGZXCYyTNekKfvuJH=Rp3bCCweS8XVQjDpchkFep8GNh9nftAGtKyUmwqMQVDx59f4zopANKyYC&utm_id=dGtvZXBwZWxAdXNhZXJpYWxzLmNvbQ%3D%3D#
Guest 7 months ago in SRM 1 Needs clarification

Print logged in operator on off rentals

Currently SRM does not print the logged in operator on off rentals. The operator that issued the off rental would be useful information.
John Hellens almost 2 years ago in SRM 0 Needs more votes

Identify products on a ticket that have an inspection form.

Currently when you review the equipment on a delivery or pickup ticket there is no indication that the item has an inspection assigned. The user is required to click on each time to determine this, rendering the "Load All" assets irrelevant. It wo...
Alex Kress 7 months ago in Texada Mobile 0 Needs review

Improved document emailing out of Web

Downloading attachments (inspection form pdf to go with invoice pdf) from TW and emailing from Outlook is Time consuming.
Mythily Sureshkanan almost 2 years ago in Texada Web 5 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 almost 2 years ago in Texada Web 0 Needs more votes

Have the Comments Box Automatically Appear When Converting Reservations

When a reservation is converted to a contract, the comments box should appear automatically in the early stages of the conversion process. This will give the counter rep any special directions or instructions re: the rental.
DJ Robertson 8 months ago in SRM 1 Needs more votes

Ability to run report of completed standalone inspections

Ability to run report of completed standalone inspections to monitor what inspections mechanic completed per day.
Guest 8 months ago in Texada Web 1 Needs more votes

UPDATE PURCHASE ORDER #

CUSTOMERS OFTEN CHANGE PO#'S FOR SITES OR SPECIFIC EQUIPMENT TYPES, HOWEVER WHEN WE USE A PO# IN SRM AND THEN UPDATE ITM THAT PO HISTORY IS LOST FOREVER UNLESS YOU MAINTAIN A HARD COPY OF THE ORIGINAL. IF WE HAD A OPTION TO UPDATE THE PO AND HAVE ...
Guest 8 months ago in SRM 1 Already exists