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Ability to change job cost codes by stage of job

For companies who manage customer billing with job costing, they would like the ability to manage them by stage of job by site supers, vs currently only being managed at the Group level as it is today.
Adam Kropf 6 months ago in SRM 0 Needs more votes

ABN on Counter Documents

In Australia, it is a standard to show the customer ABN on documents. By enabling this as a standard form, we will have less customers asking for custom documents, and a simpler way to meet this business goal.
Stephen Cavanagh 7 months ago in SRM 1 Already exists

Update the site on a pickup ticket

Received the following suggestion from a Branch Manager: If when creating a pick up ticket- could be an option to update the site at which the unit is to be picked up? As it stands we put a note in the comments section but that’s easily missed by ...
Guest about 1 year ago in SRM 1 Already exists

Request for print to work in View Contracts screen

Received a report from an operator out of W71 where they would like an option for the system to print the contract when they double click on the contract number in the view contracts screen from: Inventory Inquiry > Product Information > Vie...
Guest about 1 year ago in SRM 1 Needs more votes

Print logged in operator on off rentals

Currently SRM does not print the logged in operator on off rentals. The operator that issued the off rental would be useful information.
John Hellens almost 2 years ago in SRM 0 Needs more votes

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 8 months ago in SRM 1 Needs more votes

Integration with RAMP

We are looking for an integration with RAMP. https://ramp.com/developer-api?k_is=opl&q_mailing_7TUwnLRio5bqoBbU1vuPzGZXCYyTNekKfvuJH=Rp3bCCweS8XVQjDpchkFep8GNh9nftAGtKyUmwqMQVDx59f4zopANKyYC&utm_id=dGtvZXBwZWxAdXNhZXJpYWxzLmNvbQ%3D%3D#
Guest 9 months ago in SRM 1 Needs clarification

Have the Comments Box Automatically Appear When Converting Reservations

When a reservation is converted to a contract, the comments box should appear automatically in the early stages of the conversion process. This will give the counter rep any special directions or instructions re: the rental.
DJ Robertson 10 months ago in SRM 1 Needs more votes

Electronic signatures for A/R invoices

Electronic signatures for A/R invoices, that when invoice is auto emailed at close it has the signature on that invoice.
Donielle Gros over 1 year ago in SRM 1 Needs more votes

UPDATE PURCHASE ORDER #

CUSTOMERS OFTEN CHANGE PO#'S FOR SITES OR SPECIFIC EQUIPMENT TYPES, HOWEVER WHEN WE USE A PO# IN SRM AND THEN UPDATE ITM THAT PO HISTORY IS LOST FOREVER UNLESS YOU MAINTAIN A HARD COPY OF THE ORIGINAL. IF WE HAD A OPTION TO UPDATE THE PO AND HAVE ...
Guest 10 months ago in SRM 1 Already exists