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Ticket Schedule View of Not-Scheduled Items

Right now it is difficult to see a list of all incomplete, not assigned tickets in one view. The user can see a list of deliveries, pickups and tasks separately but not easily see all of them in one view. Ideally have a "list of all tickets" which...
Alex Kress 6 months ago in Texada Web 0 Needs review

Ability to Capture Card in customer information

When setting up a customer in customer information, have the ability to capture their card at that time.
Donielle Gros over 1 year ago in SRM 3 Needs more votes

Ability to delete a works order

When you manually create a works order within Web and realise a mistake and need to delete the entire works order there should be a delete button available. At the moment you have to go back into SRM to delete a works order that was incorrectly cr...
Donna Smith-Hill 12 months ago in Texada Web 1 Needs more votes

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 6 months ago in SRM 2 Needs clarification

Change Location on Pick up Tickets

After a pick up ticket has been created and was assigned with the incorrect location for the equipment to be returned the scheduler should have the ability to change the location of the pickup ticket prior to assigning to a driver so when the tick...
Donna Smith-Hill over 1 year ago in Texada Web 2 Will not implement

Add, change or delete Services within Tickets

Our schedulers need the ability to add, change and or delete services prior to closing delivery and pick up tickets. This is the area we use to charge our customers transport charges to and from site so the ability of doing prior to closing a tick...
Donna Smith-Hill over 1 year ago in Texada Web 2 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 6 months ago in SRM 1 Needs more votes

Exportable Work Order List

We are trying to generate a list of who has worked on which asset, when they worked on the asset and for how long. This would go into a weekly report and we could decide whether having that assets makes financial sense.
Guest 6 months ago in Texada Web 2 Needs review

1099-NEC recipient forms mailed to vendors in the U.S. need to be three per sheet.

The federal government in the U.S. requires three forms per sheet, and Texada is producing two per sheet. We file electronically but still need to send the forms to our vendors.
Guest 6 months ago in SRM 1 Needs more votes

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