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The default Salesperson on a work order should be populated based upon the contract salesperson, not the customer account salesperson.

Current logic automatically populates the salesperson work order value from the customer account. There are many instances where the contract salesperson is different from the customer account salesperson, and the contract salesperson will be the ...
Shane Hanks 7 months ago in Texada Web 1 Needs more votes

Ability to have default comments appear on labor lines on work orders

Similar to how marketing codes work in SRM, it would be nice to have the ability to have default comments/headings appear every time a labor line is added to a work order, and the technician then adds there comments from there, for a few reasons: ...
Guest 7 months ago in Texada Web 1 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

Please add excel output option to the Outstanding Checks Report

All reports should have excel output option
Guest over 1 year ago in SRM 1 Planned - to be scheduled

Allow changing of Work Week - Sunday to Saturday

Change the Calendar within the system to start the work week on Sunday and Saturday.
Guest 4 months ago in SRM 0 Needs review

The system to allow to delete or VOID a correction payment

An operator used the correction feature to add a MasterCard payment, but the issue is that the payment should have been a different amount than what was entered. The system did not allow the correction payment to be removed from the invoice. I was...
Guest 7 months ago in GateWay 0 Needs review

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 8 months ago in SRM 1 Needs more votes

Texada Pay: Card capture consent & authorization form

When we are capturing cards on file for future use, it would be helpful to have an integrated solution where customers could acknowlegde the terms of use for capturing card on file for future use and stored in a safe way,
Adam Kropf almost 2 years ago in Texada Web 0 Planned - to be scheduled

To track the date that a workorder is closed, to enable performance measures around how long a workorder is left open.

We would like to track how long a workorder is left open, to ensure that we are responding to issues efficiently. To do this we need to know when a workorder is closed. Currently (According to support), "... there is no direct way or even a workar...
Guest 8 months ago in SRM 2 Needs clarification

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 12 months ago in Texada Web 1 Needs more votes