ADD A NEW IDEA

All ideas

Showing 74

Present delivery and pickup tickets in one screen to enable seamless searching & filtering

Develop a single screen for all tickets, delivery & pickup, so that they may filter and search all tickets at once. Having a ‘Ticket Type’ column which specifies if a ticket is a delivery, pickup or task would enable users to filter when neces...
Isaac Davis about 1 year ago in Texada Web 1 Needs more votes

Add Off-Hire Date to Contract History

Sometimes rental companies do not know the duration of hire, i.e when the customer no longer needs the equipment. In these instances the Due Date on the Contract History tab is not as useful as the pick-up ticket create/off-hire date which indicat...
Isaac Davis about 1 year ago in Texada Web 0 Needs more votes

Select which inspections are printed to PDF

In some instances a company may wish to only send certain completed inspection forms to a customer when they generate the inspections PDF. Currently the PDF includes all inspections completed on a Work Order without the ability to break them out i...
Isaac Davis about 1 year ago in Texada Web 1 Needs more votes

Share saved Views with specific users/roles in Texada Web

Customer has requested that we add the ability for saved views in Web to be shared with specific people or roles, as not all team members require access to all views.
Isaac Davis about 1 year ago in Texada Web 1 Needs more votes

Add details of who has claimed inspection form on Work Order in Texada Mobile

we provide better visibility of who has claimed inspection forms against a Work Order in Texada Mobile when an inspection form is locked. The current message reads ‘The inspection has been claimed by another user’. This would allow mechanics to co...
Isaac Davis about 1 year ago in Texada Mobile 0 Needs more votes

Show invoice number and invoice dates on Work Order after invoicing in Texada Web

These fields could also be columns we display in the WO list view. There is no simple way to find the invoice against a completed WO in Web currently. Invoice number can be found in SRM from the Totals screen for WO’s that have been completed &...
Isaac Davis about 1 year ago in Texada Web 1 Needs more votes

Select multiple emails from the contacts dropdown when using the 'Email' option in Texada Web

Currently when using the ‘Email’ button from any of the relevant Texada Web screens (invoice, contract etc.) the user can only select a single email from the dropdown of associated contact emails. Emails can be sent to multiple users by typing out...
Isaac Davis about 1 year ago in Texada Web / SOW 1 Needs more votes

KITS AND MULTIPLE PRODUCT/GROUP AVAILABILITY

THIS WOULD BE USEFULL IN LOOKING UP THE AVAILABILITY OF A COLLECTION OF PRODUCTS OR GROUPS THAT A CUSTOMER WANTS TO RENT ALTOGETHER. WITH A CALENDAR VIEW THE COUNTER COULD EASILY SEE THAT THE COMBINATION OF RENTAL PRODUCT THAT THE CUSTOMER WANTS I...
REGGIE KING about 1 year ago in Texada Web 1 Needs more votes

Create a utility to update contract details ( same as vendor/customer utilities)

Rather than having to update contracts individually, a bulk download to excel then amendment and reimport data would help to update Changing data like salespeople.
Guest about 1 year ago in SRM 1 Needs more votes

Damage waiver by site

When doing business in a different province or taxing region. The taxes applied to the damage waiver are determined by the damage waiver code. The proposed solution is to allow damage waiver codes to be assigned to a job site. use case: when a cus...
John Hellens over 1 year ago in SRM 0 Needs more votes