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Request for go back Button or to be able to use the Escape key to go back to work order header

Received a request from an operator on if there is a way to go back or to be able to use the Escape key to go back to the work order header? At this time there is nothing in pace? The request is to have a button added to depress allowing to get to...
Guest 8 months ago in SRM 1 Needs more votes

Upload of Meter Readings by Excel / CSV

We would like the ability to update meter readings from assets from Telematics data we have as an upload of an Excel / CSV file
Brad Eppingstall 8 months ago in SRM 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 8 months ago in SRM 1 Needs more votes

Make inventory availability inquiries it own menu item

users like the availability calendar and would to be able to look up availability directly without needing to go through a contract. This will allow for general lookups of inventory for investigative and planning purposes, as well as answering the...
John Hellens over 1 year ago in Texada Web 0 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 9 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 9 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 9 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 9 months ago in Texada Web 1 Needs more votes

ABILITY TO SCAN BARCODE OF ITEMS ON LOAD/UNLOAD FOR PICK UP AND DELIVERIES

On the Service Side, the item being repaired can be scanned to ensure it is the correct item. You can also scan parts in Work Orders to ensure its the correct part. That functionality does not exist on the Logistics side. In Logistics, we are hopi...
Mythily Sureshkanan 10 months ago in Texada Mobile 0 Needs more votes

Users can now select assets only on one document type

Selecting a document status returns other documents the asset is on. When filtering in the asset list view, if the user selects contracts and the asset is on a work order, the document status column shows “C,W”. The desire is to be able to select ...
John Hellens 10 months ago in Texada Web 1 Needs more votes