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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 10 months ago in SRM 1 Needs more votes

Electronic signatures for A/R invoices

Electronic signatures for A/R invoices, that when invoice is auto emailed at close it has the signature on that invoice.
Donielle Gros over 1 year 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 10 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 10 months ago in SRM 1 Already exists

ADD MARKUP BY DOLLAR AMOUNT

I KNOW THIS HAS BEEN BROUGHT UP BEFORE, BUT WHAT IS THE LIKELY HOOD OF GETTING "MARKUP FROM COST" TO MARKUP BY $ AMOUNT VS % THIS WOULD BE HUGE FOR US AND MANY OF YOUR OTHER CUSTOMERS I KNOW. ITS BEEN AN ASK SINCE I WAS AT WESTERNONE RENTALS. THIS...
Guest 10 months ago in SRM 1 Needs more votes

Parameter to Suppress Meter Reading in Off Hire

Often Off Hires are processed after the customer has called requesting pickup of their machine. It's not easy to get a meter reading from them and enter it in the system at that point. Additionally, we will frequently have many customers in store....
Guest 10 months ago in SRM 1 Needs more votes

Import Misc. Journal Entry - Vendor to Account Matching

Other accounting applications (Quickbooks) off the ability for a user to import their bank/credit card statement, the system will match up the "transaction name" and link it to a vendor and GL account. Exceptions will be handled by selecting a ven...
Alex Kress 10 months ago in SRM 1 Needs more votes

Extend labour line comments on Work Order beyond 2 lines and stop comment text from wrapping

Labour line comments field on work orders only display 2 lines in Web properly.Customer mentioned that mechanics often include a lot of notes in the comments against the labour line and reviewing them with the scroll bar requires a bit of precisio...
Isaac Davis over 1 year ago in Texada Web 1 Needs more votes

Select multiple emails from the contacts dropdown when using the 'Email' option in Texada Web

Currently when using the ‘Email’ button from any of the relevant Texada Web screens (invoice, contract etc.) the user can only select a single email from the dropdown of associated contact emails. Emails can be sent to multiple users by typing out...
Isaac Davis over 1 year ago in Texada Web / SOW 1 Needs more votes

Auto Apply a Marketing Code to Reservations

This is already doable for contracts and invoices. It should be available for reservations. This allows us to add a marketing code such as hours of operation, special holiday hours, or special instructions that would be helpful for customers.
DJ Robertson over 1 year ago in SRM 1 Needs more votes