It is helpful that the Item Receipt gives us an opportunity to record the serial number and MAC as we receive goods, but we also are required to assign most devices a service tag when we receive it - a unique number with a little sticker associate...
There doesn't appear to be a way to have item accessories show up in a submittal with their parent items. Instead, they show up alphabetically in the overall list, as if they are actually separate items. (Unless i'm not seeing that feature). It's ...
External Change Orders deduct from Misc. Parts budget
Give the option to draw down project misc. parts budget with external change orders. This would allow us to use Misc. Parts as a bit of a "contingency" budget if needed.
Would be a great feature to have for looped wires. The headend can say AV Rack or Lighting Control Panel, or Network Rack. Then, on drawing, we can have same coponent ID cable, which can be duplicated by using Paste Aleternate Shapes. Then to whic...
Ability to change Cusotmer account on service call
Right now, changing the customer (account) on an existing service call isn’t supported. The only editable piece related to that is the contact using “Change contact,” but that doesn’t switch the account itself. If a call is created under the wrong...
Payment Terms - Options for auto-calculated Parts Depost/Ballance or Job Completion
When selected, it should automatically calculate the total of all products and materials, including applicable sales tax, and make that amount due upon proposal acceptance. The remaining balance should automatically be assigned to “Job Completion....
Minor UI feature request. When someone is doing a Visio or CAD drawing, and they have the project editor open on the side, with the list grouped by location or system, or both, if there are too many items in a location, and we scroll down, the loc...
Can we create workflows that allow for 1 or 2 week reminders when a project status changes to match one of a few triggers. Example, Status type of "Presented - Waiting on Client" or "Design complete - Ready to Preset". If the status doesn't change...
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