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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 24 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 10 days ago in Texada Web 0 Needs review

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

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

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 3 months ago in Texada Web 0 Needs review

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

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