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Texada Web

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Would like to be able to sort or change default view for invoices in Web

The ability to create a customer view exists for contacts and tickets but not for invoices. Would like this option for invoices as well
Barb Thompson 3 months ago in Texada Web 0 Needs review

Electronic Signature for Work Orders and Work Order Estimates

Texada currently offers an electronic signature feature for rental contracts. This idea is to expand this feature to include Work Orders and Work Order Estimates. At our company, our service department takes in customer equipment to be repaired. I...
Guest about 1 year ago in Texada Web 2 Needs more votes

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 5 months ago in Texada Web 1 Needs more votes

Include an admin/management function to be able to correct error in tracked time.

There should be a function available (for Management or admin users) where tracked time hours are obviously incorrect that supplementary information can be entered to change the total hours recorded.
Guest 2 months ago in Texada Web 1 Planned - to be scheduled

Ability to have default comments appear on labor lines on work orders

Similar to how marketing codes work in SRM, it would be nice to have the ability to have default comments/headings appear every time a labor line is added to a work order, and the technician then adds there comments from there, for a few reasons: ...
Guest 5 months ago in Texada Web 1 Needs more votes

Managing drivers schedules for tickets not completed yesterday

The schedule view in Texada Web focuses on the current day. Deliveries and pickups that were not completed the day prior can be missed. Making overdue tickets from previous days visible in the schedule view to highlight passed due work would aler...
John Hellens over 1 year ago in Texada Web 3 Needs more votes

Show operator in Status Code Change History

Showing the operator allows simplifying follow up with the person who changed the status code, to enforce accountability and behavior change.
Stephen Cavanagh 11 months ago in Texada Web 1 Needs more votes

Create Task from Invoice

Currently the ability to create a task with a quick click (button) when creating/editing an invoice is only available in SRM, add this to Texada Web.
Alex Kress 6 months ago in Texada Web 0 Needs more votes

Rouse Data Integration - Ingest Asset Data

As a client of Rouse Analytics, it would be very beneficial to have the asset liquidation value and replacement cost updated from the data that Rouse supplies.
Alex Kress 10 months ago in Texada Web 1 Needs more votes