Customer Wishlist

I suggest you...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Bulk Editing Services Within an Opportunity

    It would be very useful to be able to bulk edit the dates and chargeable days on services after they have been added to an opportunity.

    Currently, if the dates a service is needed change, the only options are to edit each line item separately or delete the line items and re-add them with the new dates.

    A great feature would be tick-boxes to select a number of services and set new start dates, end dates and chargeable days. On opportunities with multiple services, this would save a lot of editing time.

    I have attached a file for how I…

    38 votes
    vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      3 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
    • Edit multiple service start/end dates at once

      Here is the issue.

      An opportunity has been created with multiple services; lots of different technicians or local crew etc. At some point after the opportunity has been created the timings change and each service needs to be changed to reflect this, this can also happen due to simply not knowing the final times at the point of quoting. At the moment you have to edit each individual service to change the dates. Often this can be incredibly time consuming.

      It would be massively helpful if there was a way to change the dates on multiple services at once, either…

      80 votes
      vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        12 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
      • Filter the resource planner to show only services that require an allocation

        I would like to be able to filter out any resources on the planner that don't need to be allocated during the given time frame. That way I can look ahead and see if any of the upcoming opportunities still need crew or services allocated. Currently I either have to check each job individually or scroll through all available services to see if any aren't assigned to someone. In the new system only unbooked services show up so if I open the calendar and don't see any service lines only people, that means all services have been allocated to a…

        3 votes
        vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
        • Service as Accessory

          We offer package deals to clients that include kit and crew as part of an all in price. It would simplify this if a Service could be added as an Accessory to a Product, such as adding an Audio Engineer to a PA hire package.

          Thanks!

          23 votes
          vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            7 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
          • Add accessories to Services

            It would be great to be able to add product accessories to services such as delivery services. This way we can have a list of tools that could automatically be assigned to certain type of delivery service.

            37 votes
            vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              6 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
            • Automatically finalize services

              It would be great if shifts would automatically finalise as the date and time goes by. Maybe even if somewhere on the dashboard there was a recently completed so someone can look over the list and see if there is anything odd before giving the final sign off for that week/month

              1 vote
              vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
              • Add the ability to create packages of multiple services

                It would absolutely streamline a large number of Opportunities for me if it was possible to create 'packages' of services in a similar way to how you create packages of products with the 'Accessory' function.

                For example, we often supply live musicians from a database of freelancers as part of an event. If we had a 'package' within the Services that reflected a typical line-up of musicians, it could be added in one go, and the individual services contained within would all appear in the planner to be resourced. Much quicker than repeatedly adding "Male Vocalist", "Drummer", "Keys Player", "Sound…

                28 votes
                vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  3 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
                • Services Module addon that allows contractors to accept or deny work

                  The services module is great. Using it for all jobs now. Only thing that would be nice is a electronic way to confirm contractors on jobs. Similar to the online quote accept. You send them a link, they click yes or no and then it gets the appropriate status after that. Also the iCal feeds for each contractor/employee show up the events even if they aren't confirmed. Would be good if it didn't go in there iCal feed till they are confirmed onto the job.

                  369 votes
                  vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    planned  ·  26 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
                  • Staff mobile time clock

                    Could be usefull to have a mobile (ios/android) time clock app for our staff/tech. Could work with GPS too. Staff must clock in/out when arrive on work site or at our warehouse. That can be perfect to do pay with time sheet generated. That could fit and be verificated by the planning made on the Current calendar. Just suggesting:-)

                    61 votes
                    vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      9 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
                    • Require a driver to be allocated to a vehicle.

                      Automatically require a driver to be allocated to a vehicle for delivery and collection

                      24 votes
                      vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        6 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
                      • Add a “weekly” rate type for services

                        Add a "weekly" rate type for a service opportunity item - so that we can bill our services in the same way as our products.

                        7 votes
                        vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
                        • Can we have a half day rate added in the Services/Rate section

                          Day and half day rates tend to be used for crew hire. Currently there is only day or hourly. Please can we add in half day?

                          17 votes
                          vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            2 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →

                            Thanks for your comment. In Current RMS, we give you the flexibility to charge for your services using a day rate, hour rate, distance rate (per mile/km), or a flat fee.

                            While there’s no option to specify a half day rate against a service, when putting together an opportunity it’s easy to specify that you’re charging for half a day by entering 0.5 in the rate quantity field:

                            Current RMS will calculate the service charge accordingly:

                            If you’d like help with this, just let us know at help@current-rms.com.

                          • Set hours of operations

                            is there a way to set operational hours and individual hours for bookable resources without making a new activity every single day? Like setting operational hours for the store so you only see 9-5 or whatever those hours are. Or setting individual availability for bookable resources like student employees? this would be very helpful.

                            6 votes
                            vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
                            • Set special rates for services

                              We have set prices for Delivery & Collection charges based on miles from the warehouse, however we also have some clients who are on special rates for these Services. It would be very handy and a lot easier to manage if you could set a special price against an Organisation for any Service in the same way you can against Items so that as soon as the Service is selected their special rate is brought in.
                              At the moment any special rates have to be as another Service and Users then have to remember who is entitled to the special…

                              10 votes
                              vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
                              • Confirm/delete multiple crew bookings from booking sheet or resource planner

                                It would be useful to be able to book crew from their booking sheets rather than have to go into each individual job.

                                1 vote
                                vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
                                • Filter resource planner to show orders and hide un-reserved events

                                  Be able to change which status of opportunities show in the resource planner. So the planner is not full of un-booked/reserved events.

                                  1 vote
                                  vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
                                  • A way to acknowledge a new job has been handed over to Operations manager in Job Planner View

                                    Once jobs are confirmed by Account Managers new jobs appear in job planner view in red. It would be great if the Operations Manager could indicate he is aware (accepted) and has been handed the confirmed job by a tick box which would show on the job planner view. I am currently using a workaround by editing the subject line and putting in an asterisk at the start of the subject line. This lets the Account Managers know I am now managing the rostering of crew etc at a glance by viewing the job planner view in weekly or monthly…

                                    1 vote
                                    vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Buffer time between services

                                      Adding a buffer or even better automated travel times (when opportunity locations are provided) would be really helpful for sending out technicians so that there is time between calls/bookings for them to travel between.

                                      3 votes
                                      vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Ability to auto-calculate based on %, for preceding crewing items 'totals' in the immediate group

                                        We have set rates for different levels of crew, but in addition to the set rates, we quote our clients fringes & admin costs. These can't be engineered into the crew rate & need to sit separately (within the crew section but a separate line item). At the moment, it seems the only way to achieve this is a manual calculation. It would make the system much more usable of this could be a built-in calculation whereby the user nominated what % to apply to a nominated range of items 'totals'.

                                        1 vote
                                        vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add service description to services view

                                          I spend hours each week in opportunities clicking back and forward between the order view, services view, and edit service item view, trying to allocate staff to the right services. If I could just see the service description in the services view, along with what group it’s nested in on the order page, it would be so much easier!

                                          Along with this, please show the first line of the service descriptions in the pop up on resource planner.

                                          3 votes
                                          vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1
                                          • Don't see your idea?

                                          Feedback and Knowledge Base