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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

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 4 months ago in Texada Web 2 Needs review

Automatic Maintenance Schedule for new Assets based on Group

When a new asset is added, it should take on the default maintenance schedule for assets based upon the group. For example a new utility is added to Texada, then a registration, servicing, inspections etc will be required. If assets have been grou...
Guest 7 months ago in SRM 3 Already exists

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 4 months ago in SRM 1 Needs more votes

Ability to enable Dynamic Pricing

Dyanmic Pricing, rental rates could be set to change automatically when time utilization is high and group availability is low. The system should allow you to define which groups are included and what percentage(s) to adjust up or down based on th...
Alex Kress 7 months ago in Texada Web 1 Needs more votes

Rouse Data Integration - Ingest Asset Data

As a client of Rouse Analytics, it would be very beneficial to have the asset liquidation value and replacement cost updated from the data that Rouse supplies.
Alex Kress 7 months ago in Texada Web 1 Needs more votes

Allow operators to search using email from the customer master

Received a report today where the operator would like to minimize their time when searching the customer base - for the customer search engine to use email. At this time there does not seem to be a way to search for a customer / customer contact b...
Guest 7 months ago in SRM 1 Needs more votes

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 4 months ago in Texada Web 0 Needs review

Transport Tickets - Reporting

We would like the ability to generate reporting on the closed transport tickets to be able to review the efficiency of our transport division and to help with resourcing.
Brad Eppingstall 7 months ago in SRM 1 Needs more votes

Purchase Orders - Multiple Divisions

Ability when creating a purchase order for same vendor but costs need to be associated to various division that the division allocation is based upon each line entry and not at header. This I understand would only be of benefit if goods are being ...
Donna Smith-Hill over 1 year ago in SRM 2 Already exists