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QR code to view service history

a scannable QR (similar to the Kennard’s system) that allows customers or employees to scan the code and view the machines service history.
Guest over 1 year ago in SRM 1 Needs more votes

Ability to auto charge credit card fees on all document types if customer is paying by credit card

We want to consider charging credit card fees and would like to see an automated function developed for this where we can set a percentage fee in the back end of the system and then tick a box at the final screen of reservations, contracts and inv...
Amanda Craig over 1 year ago in SRM 0 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 over 1 year ago in SRM 3 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 11 months ago in Texada Web 1 Needs more votes

Multiple invoices to be split into separate PDF files

Customers are requesting that we split multiple invoices into single pdf's when generating a range of invoices to one customer
John Hellens almost 2 years ago in SRM 1 Will not implement

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 6 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 6 months ago in Texada Web 0 Needs more votes

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 almost 2 years ago in Texada Mobile 2 Planned - to be scheduled

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 10 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 10 months ago in SRM 1 Needs more votes