-
Ability to See Tax on Status Screen
I noticed that on the tablet there is nothing that shows the work orders tax status. All they can see is the tax amount on the check out form. On the Status Page there should be something somewhere that shows what the work order is set to tax as ...0 Needs review
-
offline mode
Allow tech to select an offline mode that would allow the tech to complete the call they are on when i poor signal with out the risk or RFS crashing and loosing data. Right now we use airplane mode RFS on the tablets, but you may not have data b...0 Needs review
-
Need to reduce number of forms shown in the Master Form list
Can have up to 500 forms, and if they are all showing in the tech's Master Form list, it's unusable. We need a way to limit the number of forms that are shown there, preferably in a useful way. i.e. when installing a fire door, the fire door inspe...1 Needs review
-
Emergency SOs from RFS
In GE users can create an emergency SO and attach it to a PM agreement. Would like to allow RFS users to do the same thing using the app. -
Invoices for Agreements: Need an easier way to email them
When system generated invoices for agreements are created The only way to email them is to open up the invoice and press send. We need a way to be able to just right click on the agreement invoice and email. For example in my screen shot below...0 Needs review
-
Add new piece of equipment on general tab of new work order
Allow equipment to be created from a work order. In the general tab when a new request is created it would be nice to be able to add the equipment to the equipment list if it is not already there.0 Needs review
-
Credit Card Convenience Fee
Suggestion for consideration: An option to allow for a Credit Card Convenience Fee for service orders and orders that can be applied during payment for customers set to credit card terms.Currently users must use a Sale Entry or set up on the Custo...0 Needs review
-
Scrolling
I would find it very helpful if I was able to use the scoll button on my mouse to actually scroll through lists. For example - In an open work order under "General" then "Problem" I have to actually click the arrow button numerous times to go down...0 Needs review
-
If you change the phone # when entering a service call, that # should be on the email to the tech not the primary on the account.
When entering a service call, you will change the contact & phone # on the call if it is different than the primary contact for that customer. The tech needs to see that information when the call is sent to them. So we currently have to put th...0 Needs review
-
Displaying Correct Last Received Date on Purchasing Tab
The purchasing tab shows the date the item was released into the system --- It does not the date that was selected as the receipt date.0 Needs review