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Texada Web

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Would like to be able to sort or change default view for invoices in Web

The ability to create a customer view exists for contacts and tickets but not for invoices. Would like this option for invoices as well
Barb Thompson 7 days ago in Texada Web 0 Needs review

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 3 months 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 about 1 month ago in Texada Web 0 Needs review

Add conditions to filters in list views

Only pre-defined filters allow for range or checklist filtering. The other columns are only direct match based on a search string. The addition of contains, not in, equal to, etc... would be very valuable for ad hoc searching
John Hellens over 1 year ago in Texada Web 2 Planned - to be scheduled

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 about 2 months ago in Texada Web 1 Needs more votes

Work In Progress Billing for Work Orders

Currently when the Work In Progress billing for Work Orders is active all work orders must be closed/invoiced in SRM (not Web).In SRM the user is prompted "Is this the final invoice Y/N?". If this prompt was added to Web then clients with WIP enab...
Alex Kress 4 months ago in Texada Web 0 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 2 months ago in Texada Web 0 Needs review

Show operator in Status Code Change History

Showing the operator allows simplifying follow up with the person who changed the status code, to enforce accountability and behavior change.
Stephen Cavanagh 8 months ago in Texada Web 1 Needs more votes

Managing drivers schedules for tickets not completed yesterday

The schedule view in Texada Web focuses on the current day. Deliveries and pickups that were not completed the day prior can be missed. Making overdue tickets from previous days visible in the schedule view to highlight passed due work would aler...
John Hellens about 1 year ago in Texada Web 3 Needs more votes

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 3 months ago in Texada Web 0 Needs review