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See cost instead of selling price of parts when viewing internal Work Orders

Currently, SRM shows marked up prices of parts on internal work orders. Prices only revert to cost when the work order is closed.
Guest 11 days ago in SRM 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 17 days ago in Texada Web 0 Needs review

Asset linking- Link Attachments with Equipment

Create a way in the system to designate when two assets are currently tied together- for example a specific bucket on a skidsteer- so that users are able to see which bucket is currently installed on a machine. If a bucket is taken off of the mach...
Erin Velez 4 months ago in Rental Asset Management 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 2 months ago in Texada Web 0 Needs review

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

Having site contact name appear on work orders

Mobile techs already see a contact phone number on work orders, but that's it. No contact name or extension if applicable. If the name was also included in this info on work orders it would make it much easier for them to reach the contact they ne...
Guest 3 months ago in Texada Mobile 0 Needs review

The system to allow to delete or VOID a correction payment

An operator used the correction feature to add a MasterCard payment, but the issue is that the payment should have been a different amount than what was entered. The system did not allow the correction payment to be removed from the invoice. I was...
Guest 3 months ago in GateWay 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 3 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 4 months ago in Texada Web 2 Needs review