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MoversSuite Enhancements

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MoversSuite Enhancements

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  1. It would be very helpful to bookmark the Labor Request and Equipment Request tables in the service orders so this information can be provided in written format to dispatch for each order.

    3 votes

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    This is request is currently in the pipeline. Reference case MOV-6154 for any inquires on this improvement. Of note, we plan to add the following bookmarks:
    Labor Requests Total (just displays a numeric count of all requests)
    Labor Request Table (listing similar to what we show on the Local Service Quick View, i.e. Loader (1), Mover (2), etc. each separated by a line break.

    And then two similar ones for equipment.

  2. Allow the Job Information Tab from the O&I Module to be visible when in revenue entry. A lot of billing information is included in this tab that billers need to have access to without a lot of flipping back and forth between Revenue Entry and O&I

    1 vote

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  3. Can you implement archiving of an order's special instructions, both Origin and Destination, so that if a user add an account profile to an order later and the original instructions are overwritten, the user will still be able to access the original instructions and change them if they need to?

    2 votes

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  4. Let's face it....we're all human. Right now, once you approve a time segment for an employee you are committed for all time. We need the ability to set pay periods and allow removing the approval, make changes and then reapprove for current pay period.

    1 vote

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  5. Let's face it, we are all human. Once time has been approved, we need to be able to unapprove the time segement and make changes then reapprove. But create a setting so that changes cannot be done in prior pay periods.

    1 vote

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  6. We need to be able to set Multiple Due Date Terms on our invoices per each Branch. We have some that are Net 10, Due Upon receipt, Net 30, Net 60. At the moment we have to fix these items in Adobe before they invoices are sent to the customers. We would like to be able to pick our terms on the invoices, with a default to net 30 for all invoices

    3 votes

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    0 comments  ·  Billing  ·  Admin →
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  7. Make a checkbox to mark certain Material Types as Inactive. This will allow us to move assets that we want to track like dollies over to equipment while preserving history. These were originally all added into CPU before the O&I module.

    1 vote

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    This issue has been on our radar for quite some time. It’s in our development queue under case MOV-5604. In addition to marking a Material Type as “Inactive” we want to allow you to change records en masse.

  8. Pull SID into MS from QTG since now that is important. Tracking number is also SID number on opportunity page.

    2 votes

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    0 comments  ·  Advances  ·  Admin →
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  9. When a survey is scheduled, the Salesman gets an email giving the date of the survey, and shipper's info., but not the time. Is it possible to add the time of the survey to that email as well?

    1 vote

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  10. Please add a spot for the crew members phone number in the personnel information tab through dispatch. So that it can be seen by anyone who has access to local dispatch

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  11. Please add a spot for the crew members phone number in the personnel information tab through dispatch. So that it can be seen by anyone who has access to local dispatch

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  12. Can you please look into picking up the <Type>DC</Type> section from the reference information that's pushed from Atlas to agents? This "Type" typically contains, at least for us, the National Account Contact that's associated to the order. The information is a part of the "References" section. I've attached a recent SUDS download to hopefully provide additional information.

    1 vote

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    1 comment  ·  Move Management  ·  Admin →
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  13. When entering text/signatures on a document, after every little addition you are asked to email and save. Is there a way to have it only ask once after making all additions?

    1 vote

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    1 vote

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  15. Add "Booking Agent" drop down to the order defaults that you can add to an account profile so that it is one less thing to add manually for a specific account where the booking agent is always the same.

    1 vote

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    0 comments  ·  Account Profile  ·  Admin →
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  16. 1 vote

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    0 comments  ·  Claims  ·  Admin →
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  17. 1 vote

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  18. 2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  19. Use the REPORT time field in Local Dispatch. Clicking on Assigned Crew, each Crew Member could have their Start Time (Punch In Time) listed as well as WHERE they are supposed to report.

    4 votes

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  20. Add column for Shipper Name.
    Set Activity Date fields to work like Local Dispatch Grid. If I set the last date to a date in the past, it should default to just that date, not say The End Date must be before or after the Start Date.
    Set the Default Branch (like Local Dispatch Grid) so you don't have to choose it every time.
    Add a REFRESH button (like Local Dispatch Grid)
    Ability to select ALL crew on the same job to edit and approve in one action, rather than approving one at a time.

    2 votes

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