Currently, transfer orders can only be accessed and updated from the WebApp. Our use case is for Field Techs to "receive" shipments and updated the status of the shipment (the transfer order) in real...
The use tax reporting is very limited for fixed price jobs. An easy fix is to set an item to non-billable AND taxable. This allows a reporting feature to pull the line item details and report use...
Currently, it seems that Material Requests must be converted to transfer orders in order to be closed. When multiple material requests are submitted for the same location, I would like to use a...
It would be helpful if users could indicate, directly within the current job’s inspection form or checklist, which parts will be required for the customer’s upcoming scheduled visit. This would...
To be able to assign different users to reoccurring jobs - sometimes we have staff on AL/sick and we dont always want the same person attending a job - to be able to assign staff based on a date...
Seeking a way to track and schedule PPM for assets that are not associated to customers (i.e manufacturing equipment). I would like to create an asset, associate it to a location, and create a PPM...
'Locations' created within the settings would then be accessible within the account holders main area. Only users/teams who are granted access to specific locations within the settings would be able...