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ABILITY TO SELL A RENTAL ASSET AT TIME OF RETURN AS WELL AS CHARGE THE RENTAL RATE.

When returning a piece of equipment on a rental contract I would like to be able to charge for the rental period as well as have the option to sell the rental unit to the customer.
Jennifer Ridler 5 months ago in SRM 1 Already exists

Enable comments for delivery tickets to show up on overview

A field is needed for site contact and phone number (we can utilize comments filed) but this field does not show up in the delivery / pickup ticket overview for download to Excel.
Guest about 1 month ago in Texada Web 0 Needs review

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 5 months ago in SRM 1 Needs more votes

Multiple Bin Labels per location

Issue Description Currently the “Bin Location” option is a free-form text field that allows an Operator to define a “Bin Label” to identify the physical location such as a shelf/rack for inventory retrieval. It has been noted by several clients th...
John Hellens over 1 year ago in SRM 1 Planned - to be scheduled

Add conditions to filters in list views

Only pre-defined filters allow for range or checklist filtering. The other columns are only direct match based on a search string. The addition of contains, not in, equal to, etc... would be very valuable for ad hoc searching
John Hellens over 1 year ago in Texada Web 2 Planned - to be scheduled

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 about 2 months ago in Texada Web 1 Needs more votes

ABN on Counter Documents

In Australia, it is a standard to show the customer ABN on documents. By enabling this as a standard form, we will have less customers asking for custom documents, and a simpler way to meet this business goal.
Stephen Cavanagh about 2 months ago in SRM 1 Already exists

Ability to add Service recommendations in mobile

Mobile Mechanics also need a visual overview of outstanding service recommendations that have been flagged against an asset in SRM that has been managed/and or added by an SRM administrator.
Mythily Sureshkanan over 1 year ago in Texada Mobile 1 Planned - to be scheduled

Texada mobile users should be able to add Work Order Service Kits directly to a work order

Current work order service kits functionality only works in SRM, and only at SRM work order creation or Maintenance Scheduling WO creation. It would be very beneficial to allow Technicians to add kits directly to a work order instead of having to ...
Shane Hanks over 1 year ago in Texada Mobile 0 Needs more votes

Work In Progress Billing for Work Orders

Currently when the Work In Progress billing for Work Orders is active all work orders must be closed/invoiced in SRM (not Web).In SRM the user is prompted "Is this the final invoice Y/N?". If this prompt was added to Web then clients with WIP enab...
Alex Kress 4 months ago in Texada Web 0 Needs more votes