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How to determine were a GL Account is "In Use"

Request: Create a Utility where the GL account # can be entered, and the system will then evaluate and return a list of configuration locations where that account has been defined so it can be updated.Scenario: Client was configured with wrong GL...
Ben Ashton about 1 month ago in SRM / SOW 1 Needs review

Allow use of Signature Pad Functionality

Allow the use of a signature pad device to capture in-person signatures, such as the Topaz signature pad.
Erin Velez 6 months ago in Texada Web 0 Needs review

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

Allow changing of Work Week - Sunday to Saturday

Change the Calendar within the system to start the work week on Sunday and Saturday.
Guest about 2 months ago in SRM 0 Needs review

Having site contact name appear on work orders

Mobile techs already see a contact phone number on work orders, but that's it. No contact name or extension if applicable. If the name was also included in this info on work orders it would make it much easier for them to reach the contact they ne...
Guest 5 months ago in Texada Mobile 0 Needs review

The calendar of the WO in worforce planning still start on sunday, not monday

The calendar in the work order in the Workforce planning for the planed start and end date, start on sunday, it should be more easy to read and used if, like all calendar, it's start on monday.
Guest over 1 year ago in Rental Asset Management 0 Needs review

The system to allow to delete or VOID a correction payment

An operator used the correction feature to add a MasterCard payment, but the issue is that the payment should have been a different amount than what was entered. The system did not allow the correction payment to be removed from the invoice. I was...
Guest 5 months ago in GateWay 0 Needs review

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 6 months ago in Texada Web 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 6 months ago in Texada Web 2 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 7 months ago in Texada Mobile 0 Needs review