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Texada Web

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E-Signature Reminders Needed

E-Signature Reminders needed. Once the contract is sent for e-signature, it would be helpful if the functionality existed where the system could send reminders to the signor if they haven't signed it. We have to go in and manually re-send it. And,...
Bryan Peters 3 days ago in Texada Web 0 Needs review

Electronic signature for ALL customer facing documents

Allow the ability to send ALL customer-facing documents for e-signature. Sales Orders, Misc Invoices, Work Orders
Erin Velez 23 days ago in Texada Web 0 Needs review

Show historical delivery/pickup ticket comments for contract

Drivers would like a way to see previous comments entered for a contract's delivery or pickup tickets. For example, when delivering a machine, driver will go in and add comments about site access (use west gate, access code is 4136, etc) and they ...
Erin Velez 24 days ago in Texada Web 0 Needs review

use coti to approve demos and loaners

The managers would like an easy way to manage demos and loaners and use coti as a workflow for this much like we do for sales.... we would use coti for the sales manager approval process and tracking
Guest 9 days ago in Texada Web 0 Needs review

Under codes, there is a tab that says sales Men. It need to be changed please to Sales Rep OR Sales person, I just got promoted to the sales position but I'm not a salesMEN. Thanks in advanced ​

Under codes, there is a tab that says sales Men. It need to be changed please to Sales Rep OR Sales person, I just got promoted to the sales position but I'm not a salesMEN. Thanks in advanced ​
Guest 11 days ago in Texada Web 1 Will not implement

Add rental rates to Asset tab in Web

We would like to be able to access rental rates by asset easily. That way, when our rental coordinators are on the phone or with a customer, they can access a machine's rental rate without much digging. The current process is bulky and slow.
Guest 2 months ago in Texada Web 1 Needs more votes

Search Functionality for Repair Codes in Texada Web

Would like to be able to search for a repair code in Texada Web. Customer has 63 repair codes currently set up and has to scroll through each one to find the appropriate repair code to select. I would be beneficial to be able to search with the li...
Guest 24 days ago in Texada Web 0 Needs review

Reservation Report

We require the capability to generate a board view within the Reservations section of Bookings based on the anticipated date of hire. This should be set to present mode, enabling the workshop to view the machines needed according to the specified ...
Donna Smith-Hill 24 days ago in Texada Web 0 Needs review

Enable comments for delivery tickets to show up on overview

A field is needed for site contact and phone number (we can utilize comments filed) but this field does not show up in the delivery / pickup ticket overview for download to Excel.
Guest 4 months ago in Texada Web 1 Needs more votes

Allow use of Signature Pad Functionality

Allow the use of a signature pad device to capture in-person signatures, such as the Topaz signature pad.
Erin Velez 6 months ago in Texada Web 0 Needs review