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Allow Invoice attachments and invoice itself to be emailed together

Currently, when an invoice in SRM has an attachment, the attachment has to be emailed separately from the invoice PDF. It would be convenient to be able to email the pdf invoice, as well as the attachments in one singular email so that customers g...
Rebecca 23 days ago in SRM 0 Needs review

Expand date column on open pickups

In the open pickups tab in GateWay customer access the date column can not be expanded to show the complete date and currently only displays the year and month. It would save a lot of confusion for our customers if they can see all of the date val...
Adam Kropf 12 days ago in GateWay 0 Needs more votes

Sales tax exemption on site level

It would be helpful to have a sales tax exempt status available on site level. E.g. we have certain sites that are sales tax exempt. Currently the system only allows to record Sales Tax Exempt Status on Customer level and not site level.
Guest 25 days ago in SRM 0 Needs review

Add rental rates to Asset tab in Web

We would like to be able to access rental rates by asset easily. That way, when our rental coordinators are on the phone or with a customer, they can access a machine's rental rate without much digging. The current process is bulky and slow.
Guest 2 months ago in Texada Web 1 Needs more votes

RUN AN INVENTORY REPORT (WITH COUNTS) BY DIVISION, LOCATION

We are constantly running inventory reports for our growing fleet of vans. Today, there are are no easy ways to see what is in the vans and the quantities.
Guest 16 days ago in SRM 0 Needs review

OEC On Rent Report

A report that shows OEC (Original Equipment Cost) and value on rent vs the total OEC looking for a repot to be able to quickly see the % of our total fleet on rent.
Rebecca about 1 month ago in SRM 0 Needs review

SHRINK EXPANDED FIELDS SINCE UPDATE

Since latest update, Ware House Receiving Inquiry and loss of EXPAND is extremely un-user friendly and has caused significant loss of time in obtaining regularly used information we seek. I would like to suggest a fix that may help remedy our prob...
Guest 3 months ago in SRM 1 Needs more votes

SERVICE CODE - NOTES ON WORK ORDERS

ON AN INVOICE IT ALLOWS YOU TO PUT NOTES FOR A SERVICE CODE, BUT ON AN WORK ORDER IT DOES NOT ALLOW YOU TO PUT NOTES FOR A SERVICE CODE.
Donielle Gros 22 days ago in SRM 0 Needs review

Search Functionality for Repair Codes in Texada Web

Would like to be able to search for a repair code in Texada Web. Customer has 63 repair codes currently set up and has to scroll through each one to find the appropriate repair code to select. I would be beneficial to be able to search with the li...
Guest 24 days ago in Texada Web 0 Needs review

Reservation Report

We require the capability to generate a board view within the Reservations section of Bookings based on the anticipated date of hire. This should be set to present mode, enabling the workshop to view the machines needed according to the specified ...
Donna Smith-Hill 24 days ago in Texada Web 0 Needs review