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Salesman should appear on the delivery and pick up tickets

So if issues we can see who to ring to advise
Donna Smith-Hill 6 months ago in Texada Web 0 Needs more votes

WO-2.0 User defined fields

We have received feedback on Work orders within web and Mobile , to improve the usability of WO's User defined fields
Mythily Sureshkanan 6 months ago in Texada Web 0 Planned - to be scheduled

Customization of Open Rental Reports

Right now, when a customer configures a report to be emailed to them, such as an Open Rental Report, so many unnecessary columns show up. That is the most useful report that so many of our customers like to have, but it is completely overwhelming ...
Guest 6 months ago in GateWay 1 Needs more votes

Send notification after a document has been E-signed

Currently when a document is e-signed there is no internal notification from SRM that the signature is complete 2 requests for this services and Hi Reach
John Hellens about 1 year ago in SRM 0 Planned - to be scheduled

Ability to add ad-hoc inspection forms to Delivery/Pickup tickets without association to the asset

There are situations in which a rental company wants to complete an inspection that pertains to the delivery or pickup, rather than a particular asset. The rental company can also make use of more flexibility to complete an inspection on a deliver...
Mythily Sureshkanan 7 months ago in Texada Mobile 0 Needs more votes

Trigger a Rental Return from Contract list and Contract Edit

Having to jump between multiple screens to execute tasks is bothersome. Have a button to start the return from the contract list and from the edit contract. I find myself going to the contract list to find the contract, confirm this is the one I w...
Alex Kress 7 months ago in Texada Web 0 Needs more votes

Contract, product search - in the "i" window add the Serial Number

Many times when as asset is being searched seeing the asset's serial number makes selecting the product easier. Add the serial number to the "info" box in the search results.
Alex Kress 7 months ago in Texada Web 1 Planned - to be scheduled

In the Contracts List, add a "New Contract" button

Just like we have the Missed Rental. This way a user doesn't need to navigate to the menu bar from the list screen. This should help smooth out the create new contract, I don't need to move around as much.
Alex Kress 7 months ago in Texada Web 0 Needs more votes

Back Office Summary Reports - Rental Journal Trx Summary and Daily Close Postings. Can these reports be exported to excel? Just the attached two pages.

Back Office Summary Reports - Rental Journal Trx Summary and Daily Close Postings. Can these reports be exported to excel? Just the attached two pages. ​
Donielle Gros 7 months ago in SRM 0 Needs more votes

Ability to embed your terms and conditions of hire within the e-signature platform

Instead of hire terms and conditions being on the hire contract/schedule, they should be able to appear, or be linked to, as part of the e-signature process. This way stored documents (signed hire schedules/contracts) become shorter and smaller to...
Daniel Rowland 7 months ago in Texada Web 3 Needs more votes