The default view for available part quantity is the sum of all available parts across all locations. This should be limited to just the quantity available in each location.
Please start supporting the upload of .txt files to notes. We require our engineers to maintain the text output of terminal sessions every time they work on equipment. We want them to be able to...
When creating a lookup in a custom field, the only option to look up is Products. Can you please add Users to the Look Up Module? (There may be other fields that would be good to include here as...
When you assign a team to a job, all the users become assigned. If you change your mind, there is no way to unassign multiple or all users at once. Instead you have to go through each user and...
Customizable statuses
- Transfer Orders are limited to "Draft," "In-Transit," and "Complete." Please allow for for customized statuses.
Checklists
- Allow for Transfer Order status updates to...
It would be helpful if techs could tag orgs/customers/properties as favorites. we have lots of techs that go to the same 2-3 stops everyday and a favorites tab in the clients module would make them...
The ability to apply multiple pricelists or being able to split pricelists from service and parts. Some services shouldn't be tied to the same pricelist markup as products. Yes you can individually...
It would be great to be able to place fields like "Service Tasks," "Job Description," or any custom fields, in the order that the admin feels they should be seen. It would be even better to be able...
Allow for product/part locations to associate to Service Territories.
Allow for customers within Service Territories to act as "child locations," enabling stock to be held at customer sites.