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Texada Web

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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

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

Ability to enable Dynamic Pricing

Dyanmic Pricing, rental rates could be set to change automatically when time utilization is high and group availability is low. The system should allow you to define which groups are included and what percentage(s) to adjust up or down based on th...
Alex Kress 7 months ago in Texada Web 1 Needs more votes

Rouse Data Integration - Ingest Asset Data

As a client of Rouse Analytics, it would be very beneficial to have the asset liquidation value and replacement cost updated from the data that Rouse supplies.
Alex Kress 7 months ago in Texada Web 1 Needs more votes

Ability to set size of column within ticket schedule

The width of the columns should be able to be saved according to inidividual or company requirements. This can ensure the user can see the pick up address and delivery address in full. This will allow at a glance to see the suburbs to ensure alloc...
Donna Smith-Hill about 1 year ago in Texada Web 1 Needs more votes

Electronic Signature for Work Orders and Work Order Estimates

Texada currently offers an electronic signature feature for rental contracts. This idea is to expand this feature to include Work Orders and Work Order Estimates. At our company, our service department takes in customer equipment to be repaired. I...
Guest 11 months ago in Texada Web 2 Needs more votes

Ability to run report of completed standalone inspections

Ability to run report of completed standalone inspections to monitor what inspections mechanic completed per day.
Guest 5 months ago in Texada Web 1 Needs more votes

Improved document emailing out of Web

Downloading attachments (inspection form pdf to go with invoice pdf) from TW and emailing from Outlook is Time consuming.
Mythily Sureshkanan over 1 year ago in Texada Web 5 Needs more votes