571 results found
-
Document Management
Have the ability to drag and attach documents without having to save to a network location first.
7 votes -
Allow multiple long distance drivers to be assigned to and commissioned on an order.
Currently, only one driver can be assigned to, and commissioned on, a single order. We have multiple commissionable drivers performing on orders (potentially as many as 6, but most often 2). It is not common for us to have a single commissionable driver associated with an order. Having to calculate commissions manually is frustrating, very time consuming and potentially error prone. Thank you.
7 votes -
Finance Charges
There needs to be an automated way to post late charges to multiple orders. I am told currently you would have to enter a transaction to each order which would be a tedious task if you had hundreds of orders to apply them to.
7 votes -
ability to inactivate a branch
Give the ability to inactivate a branch in revenue processing so an old/outdated branch cannot be selected
7 votes.
-
invoice
when you copy and invoice it would be nice if we could change the bill to
7 votes -
Recurring Billing Invoices should show any balance due
Recurring billing invoices should show any balances due on the invoice in addition to the new charges. Creating an invoice is great and all but it would be better if we could also show the customer any of their charges that also still remain unpaid. This can be just the total and not a line by line detail. Something along the line of "Past Due Balance as of (insert date of recurring billing generation)"
6 votes -
MSCrew app - Add Special Instructions to it's own section like Service Instruction.
Would like to see Special Instructions on the front page of the app like the Service Instruction are.
6 votes -
TEXT MSG POSTING
ALL TEXT MESSAGES NEED TO POST INTO NOTES. ANY TEXT WITH THE CUSTOMER MUST TRANSFER UNDER CATEGORY TEST MSG. This is very annoying that it does not and will not allow a screen shot either.
6 votes -
When adding reductions make Add Back as Item Code default to Order Branch and Division
When adding reductions make the Add Back as Item Code default to the Order Branch and Division, or the AR Branch and Division
6 votes -
Build drop down lists for user defined fields
We would like the ability to build drop down lists to limit the data that can be entered into the user defined fields in Order Information
6 votes -
Required Note Entry for Task Completion
As Tasks are updated, require that that a Note entry is made. This would work in the same way as required fields.
6 votes -
Edit info for second 3rd party invoices
We would like to be able to edit the date for 3rd party invoices. Currently:
1) Entered a 3rd party invoice.
2) Added another 3rd Party invoice. Selected the first invoice and clicked in the Invoice Number field and edited invoice # and clicked in the amount and changed the amount. Saved this record.
3) Then clicked Edit Item and on the 3rd party invoice created in step 2, changed the date.The enhancement request to change the invoice date in step 2 would save the user from doing step 3.
6 votes -
Email customer survey automatically once order is complete
If MS had the function to email the customer a custom survey once the order is complete, that would be awesome.
6 votes -
Able to create a file folder in document management that is password potected or has a higher level of user security
Create a file folder in document management that is password protected or has a higher level of user security. This would allow us to have customer's personal information stored in a secure file that is not available to all system users. Federal and state laws mandate that personal information is kept in a secured position. Penalties and fines are very high. We have checks, credit card, passport and other information that is gathered and maintained. A secured file within the order would be a welcomed location.
6 votes -
Have the Email for the Customer in Great Plains automatically migrates to MS
We should not have to enter the Customer email again in MS for purposes of mailing monthly storage invoices, when it has already been entered in GP.
5 votes -
MSCrew signatures
In the MSCrew app on the Job Summary doc, add an editable field below the signature where the name of the signer can be entered so it is legible.
5 votes -
Revenue Entry: Reverse and Reverse All buttons - Include a note attached to each line that was reversed.
Revenue Entry: Reverse and Reverse All buttons - Include a note attached to each line that was reversed.
As someone who audits revenue, I want to see why revenue or commissions are being reversed or adjusted. I would like a note to be added at the time the button is pushed instead of click on each note for each line item that is being reversed or adjusted. This is very time consuming.
5 votes -
Revenue Entry: When making a Group Function Reverse be able to add a note that would add to each entry created.
In Revenue when using a Group function to reverse commission entries, I would like to be able to add a note that will be entered with each entry on the commission line item. Basically add a reason why I am reversing the entries. Right now I have to click on each Note icon and add the note. This makes the process very time consuming so most people don't add a note as to why they are reversing the commission, but this is important to know why.
5 votes -
Be able to copy a quote to another lead or order
A quote was created in a lead or other order, then a duplicate order was created in error. We would like the ability to copy the quote to the duplicated order or any order for that fact.
5 votes -
Adding Images into MS
It would be beneficial if we could add images into the special instructions for commercial jobs. Images would print out on the guys paperwork that they could view before heading out to the jobsite. Images could show large pieces of equipment that needs to be moved or maybe the access of the jobsite.
5 votes
- Don't see your idea?