570 results found
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Include a Link to MS Order from Dispatch Status Auto Email
Include a Link to MS Order from Dispatch Status Auto Email. We utilize the Dispatch Status field for crew ETAs. Once operations updates the Dispatch Status an auto email is sent to the CSR. It would be helpful if there were a link to that MS order included in that email.
2 votes -
Add the Sales Person, Surveyor, and Revenue Clerk to the Local Dispatch Grid
Add the Sales Person, Surveyor, and Revenue Clerk to the Local Dispatch Grid.
Local Dispatch is a great place to see what orders happened in a set time period. It would be nice to be able to sort orders based on the Sales Person, Surveyor, and/or the Revenue Clerk for a certain time period.
3 votes -
Automatically populate state and city when entering zip code
When entering the origin and destination Zip Code, can we have the city and state pre populate like it does on Techmate? It would make it easier to focus on the customers needs instead of having to open other windows to find out where they are coming from and going to.
5 votes -
The long distance dispatch is a great tool for transit reports, but it also helps us with quarterly reporting to our clients. Since long di
The long distance dispatch is a great tool for transit reports, but it also helps us with quarterly reporting to our clients.
Since long distance dispatch pulls data from different fields found in order information, I would like to see the lead type added to the long distance dispatch.
Why? Lead source helps us specifically identify what client we are working with. This is particularly important when we work with accounts that send us more than one client. For example, if my national account sends us 15 clients and wants reports on each, having the lead source added to the…
3 votes -
automatically upload emails/attachments to notes if an order is in the subject line
If an email is sent and contains an order number in the email, then it would automatically be uploaded into the notes for that order number. This is common with salesforce applications and another mover software that we looked at. This would dramatically cut down on the amount of time needed to input orders and all information would be archived for an order for all users to see. If there is an attachment then that attachment would also be uploaded into document manager. If you would like to add one control, then you could require that the email CC an…
23 votes -
Deleting erroneous deposits
MSS needs to enable deleting erroneous deposits by users of a certain level of user security. There are many times when a new user, or a new company just learning, are entering deposits that are either duplicates, entered incorrectly, etc. that just simply need to be deleted in MSS. GP offers that functionality but we cannot reflect the removal of the erroneous deposit in MSS without having someone from MSS do it for us.
1 vote -
Credit Card Refunds
Make an easier process for inputting credit card refunds. The cash receipt function should allow a negative balance as there will be times we may have to wait a month or more for a large credit card refund to be able to be posted in MSS because you have to pair it with another cc deposit that is larger.
2 votes -
Save and Add Group from the Add Revenue Item Screen
I see that you have added Save and Add Group to the Item Group screen but adding it to the Revenue item screen would be a lot more helpful that way we do not need to exit the item screen to go into a new group the flow would be a lot better.
17 votes -
Please modify the report viewer to have the ability to open without having to save it first. This is creating extra work load for us.
Please modify the report viewer to have the ability to open without having to save it first. This is creating extra work load for us.
3 votes -
Add Revenue Commission - Save and Add
Give the ability to Save and Add all items from the Add Revenue Commission dialog box. With large projects and multiple drivers the system will not auto commission because it will go over 100 %. So we have to add commissions manually and want to be able to add commissions for the salesperson and driver without having to go to the Add Item dropdown every time. It would also be nice to add a new Revenue Item from that same box.
4 votes -
Add Order Number As A Required Field
Add Order Number as a potential required field for On First Service.
1 vote -
Dates - Preventative Control
We would like to see a control in place to prevent clerks from incorrect keying in wrong dates which may be too far in the future or past to be a realistic date. For example, the system will allow a clerk to type in 03/30/2106 instead of 03/30/2016. Perhaps each company can set their own thresholds.
2 votes -
Net terms by customer should be displayed on Invoices accurately
Currently we can only select one term to auto-populate on our invoices. We would like to have each customer's terms display on invoices and calculate the due date and attached the appropriate late fee automatically.
2 votes -
Allow multiple commission plans to be assigned to one driver at the same time
It seems you would like an easier way to mass modify commission percentages on an item code on multiple plans versus one plan/one item code at a time. We would like to assign 3 commission plans to a driver: 1) Long haul trans and accessorials, 2) packing, 3) local & SIT work. Instead of having to go through each commission plan on about 25 drivers and changing the packing percentage on 30 item codes in each when a companywide change happens, we can do it once in one commission plan and apply it to each of the drivers without affecting…
2 votes -
Allow us to save custom views in the local dispatch grid
Once we have a complicated view with specific columns, groups, filters, sorts, etc., allow us to save it with a unique name so that we can have saved views for different purposes.
2 votes -
Allow FIND option for Origin and/or Destination City and State search
It would be helpful to be able to find orders by their Origin and/or Destination City in the Order Information Screen.
1 vote -
Required Fields based on Authority
I would like Authority to be added as a category in addition to shipment type for the field requirements. This would help in distinguishing between local and interstate requirements. Also if you are able to add this I would like the registration date on the agents tab added as a required field.
I am trying to avoid manually keying required fields that would otherwise automatically download from the van line.
1 vote -
ability to pay more than 1 sales person and/or OA Surveyor
Sometimes we have reasons that we need to pay more than 1 surveyor on an order, 2 different resident's, resurveys, etc.. Sometimes we have orders where the sales is split between a couple different people. It would be nice to have them both listed on the order. When we enter the commissions now and change the sales person you can't really go back and see the information correctly. See the attached file.
3 votes -
Multiple Haulers
We are only able to have one hauler on an order at a time. If another hauler is involved (sit in vs sit out, overflow, apu, ect), we have to add driver to pay them then delete off the order and add the other driver to pay them.
It would be great if we could have more than one and not have to keep going into local dispatch and long haul dispatch to remove and add numerous drivers.
2 votes -
In Cash Reciepts, I would like a quick add invoice number box just like the quick add order number box.
In Cash Reciepts, I would like a quick add invoice number box just like the quick add order number box. It takes more time to click on add order. would be much nice to just enter the invoice number.
2 votes
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