Skip to Main Content
ADD A NEW IDEA

All ideas

Showing 172 of 172

Labor and Services in Work Order Service Kits

Currently creating a work order service kit only allows users to build a list of parts. This is useful for preventative maintenance schedules and standard jobs for repairing equipment. Having the ability to set labor time and any services as part ...
Alex Kress 8 months ago in SRM 0 On Hold

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 8 months ago in Texada Web 0 Needs review

Enable comments for delivery tickets to show up on overview

A field is needed for site contact and phone number (we can utilize comments filed) but this field does not show up in the delivery / pickup ticket overview for download to Excel.
Guest 6 months ago in Texada Web 1 Needs more votes

Show operator in Status Code Change History

Showing the operator allows simplifying follow up with the person who changed the status code, to enforce accountability and behavior change.
Stephen Cavanagh about 1 year ago in Texada Web 1 Needs more votes

ACH for Royal Bank

Royal Back (RBC) is rejecting ACH payments due to a specific file change required for their company create an ach import that will be compatible with RBC
John Hellens 4 months ago in SRM 0 Planned - to be scheduled

AP INVOICES ADDING UP TO 30 DIGITS FOR INVOICE NUMBER

When entering invoices in AP invoices we have limited digit space when entering the invoice number there is only 9 digits for the invoice number that show up on the check stub. Can you please change the digit space to 30. When we print checks the ...
Guest over 1 year ago in SRM 2 Planned - to be scheduled

Restrict new City Tax information by Parameter/Role

When entering a new document the City field can be accessed to add a new City + associated Taxes: If the adding operator misspells a city this can lead to duplicates, and can also define City Taxes that then apply to the created document when acce...
Ben Ashton 9 months ago in SRM 1 Needs more votes

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

Expand date column on open pickups

In the open pickups tab in GateWay customer access the date column can not be expanded to show the complete date and currently only displays the year and month. It would save a lot of confusion for our customers if they can see all of the date val...
Adam Kropf 2 months ago in GateWay 0 Needs more votes