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Ticket Schedule View of Not-Scheduled Items

Right now it is difficult to see a list of all incomplete, not assigned tickets in one view. The user can see a list of deliveries, pickups and tasks separately but not easily see all of them in one view. Ideally have a "list of all tickets" which...
Alex Kress about 1 month ago in Texada Web 0 Needs review

Making the Phone field of Reservations mandatory

Reservations can be created without entering the Phone # Navigate to Counter Menu -> Reservations Menu -> Reservation.Click on Add / Press F5Try to create the reservation by keeping Phone # blank
Stephen Cavanagh about 1 month ago in SRM 0 Needs review

When entering Miscellaneous Journals in the GL, the operator Batch code should auto-populate.

When entering Miscellaneous Journals in the GL, the operator Batch code will not populate automatically, it has to be manually entered for each entry. Can that be changed so it does? When entering A/P invoices the batch code DOES auto-populate onc...
Guest 3 months ago in SRM 0 Needs review

To track the date that a workorder is closed, to enable performance measures around how long a workorder is left open.

We would like to track how long a workorder is left open, to ensure that we are responding to issues efficiently. To do this we need to know when a workorder is closed. Currently (According to support), "... there is no direct way or even a workar...
Guest about 2 months ago in SRM 0 Needs review

Open Site box checked - as default

Our company would like the "Open Sites Only" checkbox to be checked by default when operators create any document and need to add a site from the Customer Header > Customer Information > Ship To > Site Search (please see the screenshot fo...
Guest about 2 months ago in SRM 0 Needs review

Exportable Work Order List

We are trying to generate a list of who has worked on which asset, when they worked on the asset and for how long. This would go into a weekly report and we could decide whether having that assets makes financial sense.
Guest about 2 months ago in Texada Web 2 Needs review

1099-NEC recipient forms mailed to vendors in the U.S. need to be three per sheet.

The federal government in the U.S. requires three forms per sheet, and Texada is producing two per sheet. We file electronically but still need to send the forms to our vendors.
Guest about 2 months ago in SRM 0 Needs review

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 about 2 months ago in Texada Web 0 Needs review

Identify products on a ticket that have an inspection form.

Currently when you review the equipment on a delivery or pickup ticket there is no indication that the item has an inspection assigned. The user is required to click on each time to determine this, rendering the "Load All" assets irrelevant. It wo...
Alex Kress 3 months ago in Texada Mobile 0 Needs review

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 3 months ago in SRM 0 Needs review