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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 3 months ago in GateWay 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

Purchase Orders - Ability to Attach Quotes

When a PO is requested it would be helpful for the requester of the PO to be able to attached any quotes to the PO request.
Brad Eppingstall about 1 year ago in SRM 3 Needs more votes

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 3 months ago in Texada Web 0 Needs review

Work order complete form

Form emailed after completion of WO is unusable as it includes the costs of parts/labour recorded by the mechanic, which are not necessarily the amounts the end customer gets billed. The current format of the Work Order Completion Receipt includes...
Mythily Sureshkanan over 1 year ago in Texada Mobile 2 Planned - to be scheduled

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 3 months ago in SRM 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 over 1 year ago in Texada Web 0 Planned - to be scheduled

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 3 months ago in SRM 1 Needs clarification

Please add excel output option to the Outstanding Checks Report

All reports should have excel output option
Guest about 1 year ago in SRM 1 Planned - to be scheduled

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 3 months ago in SRM 1 Needs more votes