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Texada Web

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use coti to approve demos and loaners

The managers would like an easy way to manage demos and loaners and use coti as a workflow for this much like we do for sales.... we would use coti for the sales manager approval process and tracking
Guest 2 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 over 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 almost 2 years ago in Texada Web 2 Planned - to be scheduled

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 5 months ago in Texada Web 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 3 months 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 3 months ago in Texada Web 0 Needs review

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

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 7 months ago in Texada Web 1 Needs more votes

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 7 months ago in Texada Web 1 Needs more votes

Texada Pay: Card capture consent & authorization form

When we are capturing cards on file for future use, it would be helpful to have an integrated solution where customers could acknowlegde the terms of use for capturing card on file for future use and stored in a safe way,
Adam Kropf almost 2 years ago in Texada Web 0 Planned - to be scheduled