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  1. Individual delivery dates of items

    Current System: Fleet on the opportunity all gets locked to the delivery/collection days

    Proposed to addition: Same as above but being able to assign individual fleet to different delivery/collection days if required

    Why?: When times get very busy the fleet availability can become and issue, however when there are overlap days of fleet, internal plans can be made but there's no efficient way to change the dates of the items unless you put them on individual opportunities which completely negates the system of all of its other purposes and just becomes a inefficient fleet management software.

    How does this idea…

    56 votes
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    • Assign a cost to bookable resources.

      Bookable resources can be allocated to a booked service. In many cases these resources cost the company money, whether it be labor or fuel.

      I would like for the bookable resources to have a cost associated with them so that way when I allocate them it can count against the job as an opportunity cost. Say I have 2 techs, tech A costs me $20/hr and tech B costs me $30/hr. If I was to allocate tech A in the services view, I would like his $20/hr to be deducted as a cost to the opportunity or project.

      When it…

      12 votes
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      • 43 votes
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        • 12 votes
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          • I would like crew dates to follow charging dates for the job.

            Id like to see the crew dates follow the charging dates. Its a simple thing but so annoying going in and changing all the dates for the crew.

            Whe we copy a job we have to go in and change every member of crews dates. A bit of a pain when there are 30 crew on a job.

            4 votes
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            • Make Order total price more obvious

              On Opportunities and Invoices screen the wording is a bit misleading.

              You have Charge Total, Tax Total and Total with Tax. All the same size and emphasis.

              Most other systems including Xero use SUBTOTAL for the pretax amount, and make the TOTAL larger and bolder. See photo attached.

              Calling the subtotal total is a bit misleading and it has caught myself and other people out a few times. I think it would be a lot better to just rejig the CSS for the opportunity and invoice screens to only use the word Total for the true total and add some…

              1 vote
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              • Resourse

                Add Resouce to filters so you are able to see who is allocated to which job. To manage who is delivering and collection from which event.

                1 vote
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                • Opportunities to show delivery instructions

                  This would be an ease of life change, so that we can see the delivery instructions at a glance instead of having to click through some options.

                  0 votes
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                  • Sub-rentals for multiple opportunities

                    We often organise sub-rents from suppliers with equipment that gets split onto multiple jobs.

                    For example, if I need 10 decks for 3 jobs over similar dates I would organise a sub-hire of 30 decks and not 3 subhires for 10 decks each.

                    To aid understanding of how cross-hired kit is allocated to jobs it would be good for sub-rentals to be numbered. I could then create a kit list for a sub-rental and then allocate the kit to various jobs which would cover the shortfalls
                    ....or....
                    I could work the other way: When choosing a sub-rent supplier, I could…

                    19 votes
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                    • Create quarantines instantly within a returned opportunity

                      I think it would be a great feature if current created a quarantine for an item instantly within an opportunity and not wait until you finalise the job to create the quarantine.

                      We sometimes have jobs come back and have a few people checking equipment in and have a repair team that repair equipment so there are occasions where things are repaired before the opportunity has been finalised. The quarantine is then logged to a repaired bit of equipment.

                      We could go into the job and check the item in as OK but we would still like the log of…

                      27 votes
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                      • Reoccurring Opportunities

                        Our business has weekly gigs on Wednesday and Thursday. Same time, same place, once a week. I personally think it would be a neat feature if during the creation of the opportunity, next to the time and date you were able to select "Weekly, Bi-Weekly, Monthly, etc. " I understand you can copy opportunities, yet you need to make 52 individual ones for the entire year, and change the date each time. Not sure if other businesses can benefit from such features but definitely would save 30 minutes a week. Thank you.

                        7 votes
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                        • Set an overal accessory limit when adding similar products from the same group

                          I would like to limit accessories so that when I add a few products from the same product group it would put a cap. For example have 2 sledge hammers assigned as an accessory to a marquee. The problem is if I add multiple marquee products to a booking the system books about lots of hammers! This is mainly for site tools. We did use to have a site tool kit product setup but staff kept forgetting to add it to the opportunity! Also tool kits change depending on what’s in them. Whilst we are on the subject too, is…

                          1 vote
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                          • Delete a product in the detail view

                            Possible to delete a Product in the detail view instead of going to order view and delete the Product from there and then go back to detail for compleeting the booking

                            30 votes
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                            • Zero quantity of a product or component

                              be able to set a quantity of zero (0) for products or components so you can show the cost of say two styles of dancefloor

                              1 vote
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                              • Allowing clients to pick items and quantities on a quote.

                                Quotes for the client with optional tick boxes (e.g. useful for optional delivery and setup) or multiple choice - choose either a, b or c.

                                Our current quoting system does this really well - but we need inventory management as well... so here we are!

                                Also editable quantity of items for example 10 uplights but the quantity is editable by the client - I have attached screen shot:

                                3 votes
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                                • Multiple venues/dates for quoting tours

                                  Hey guys,

                                  I quote a lot of tours which obviously have multiple venues around the country. Sometimes these tours may go out for a week but then the truck may return for 2 weeks making the gear available for other shows.

                                  For example we have a tour out at the moment that goes for 3 months but there is only about 28 shows, now to correctly manage the gear and when it is and isn't available I need to clone each show multiple times and add it to a project. This also make it difficult to show the price that…

                                  6 votes
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                                  • Credit card surcharge

                                    We charge a credit card surcharge on the entire quote for customers, 1.5% or 3% depending on the card. Currently we have to do this manually, however your surcharge section should ask if a surcharge is for a particular item or for the entire quote. Many payment methods charge to use them, we usually pass this on to our customer, and it is painful having to get our sales people to manually calculate this (they forget to update this figure if they change the quote)

                                    16 votes
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                                    • Filter opportunities by month in “Filter Selection”

                                      When filtering oppourtunities, you have the option for Orders, Upcoming, Invoiced etc..

                                      It would be handy to filter by Month - this would be enable us to see the jobs for that month in list format

                                      0 votes
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                                      • default template when adding items/groups to an order or quote

                                        When adding items and groups, have a standard default template on where each item/group each positioned. Essentially will help reduce having to move groups up and down quotes and opportunities.

                                        ie. speakers are always on top. Crew, delivery and cables on the bottom of the opportunity.

                                        1 vote
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                                        • Allow the ability to 'Clone' and 'Copy' individual products/line items

                                          Alongside cloning and copying 'groups', it would be very handy to be able to so the same with individual products in opportunities.

                                          12 votes
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