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Open and Closed Work Orders in Gateway

Provide a view of open and closed work orders, plus their status the ability to drill down to view, print, email download (very similar to Open Contracts).
Alex Kress 4 months ago in GateWay 1 Needs more votes

Accounts Payable Invoice Variance Control

Build a role defined control which allows accounts payable clerks to post/create accounts payable invoices that are within a certain percentage threshold from the Purchase Order. If the variance is too large, the invoice can not be posted until ap...
Alex Kress 4 months ago in SRM 1 Needs more votes

drag and drop assigned tickets

You can drag and drop tickets into drivers and reorganize in order however you can't when not assigned. Would be good to drag and drop unassigned tickets within various sort criteria's based upon company requirements. IE: in our case would be bene...
Donna Smith-Hill 4 months ago in Texada Web 1 Needs more votes

Construction Lien Act Holdbacks

Our invoices on major construction contracts are subject to a holdback amount that is paid out at the end of the project. This is a legal requirement. We need to be able to temporarily discount our invoice in the form of a holdback, typically by 1...
Guest 4 months ago in SRM 1 Needs more votes

Display Contract Sales Rep on Logistics Tickets

Hi-Reach has requested that we add the sales rep field from a contract to logistics tickets. This would help drivers know who to contact if the customer is not at the site when making a delivery or picking up equipment.
Mythily Sureshkanan 4 months ago in Texada Mobile 0 Needs more votes

Ability to delete a works order

When you manually create a works order within Web and realise a mistake and need to delete the entire works order there should be a delete button available. At the moment you have to go back into SRM to delete a works order that was incorrectly cr...
Donna Smith-Hill 4 months ago in Texada Web 1 Needs more votes

Trigger a Rental Return from Contract list and Contract Edit

Having to jump between multiple screens to execute tasks is bothersome. Have a button to start the return from the contract list and from the edit contract. I find myself going to the contract list to find the contract, confirm this is the one I w...
Alex Kress 9 months ago in Texada Web 0 Needs more votes

Print logged in operator on off rentals

Currently SRM does not print the logged in operator on off rentals. The operator that issued the off rental would be useful information.
John Hellens about 1 year ago in SRM 0 Needs more votes

Ability to Capture Card in customer information

When setting up a customer in customer information, have the ability to capture their card at that time.
Donielle Gros 10 months ago in SRM 3 Needs more votes

Improved document emailing out of Web

Downloading attachments (inspection form pdf to go with invoice pdf) from TW and emailing from Outlook is Time consuming.
Mythily Sureshkanan about 1 year ago in Texada Web 5 Needs more votes