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  1. 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…

    39 votes
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    • 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…

      96 votes
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      • Option to not add accessories of accessories (ignore children)

        We have some products that go out as a stand alone item or as an accessory.

        For example a projector lens may go out on its own as a dry hire or out with a projector.
        We would like the option when adding the lens to the projector to not pull through the accessories of the lens, e.g the case as it would be fitted in the projector.
        Some other systems call this "Ignore Children".

        Another example which other people may relate to is if you have an amp rack and you have 3x amps as accessories, you don't want…

        9 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.

          20 votes
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          • Bulk Edit Feature

            It would be great to be able to bulk edit opportunities and resources by using checkboxes. Some potential uses would be
            -Merging contacts by editing the organization assigned to an opportunity
            -Re-assigning resource categories without exporting/importing
            -Adding participants or contacts to pre-existing opportunities (for instance, a new project manager is to take over multiple events)
            -"Mark as Invoiced" - as Quickbooks does not live update the status/balance of opportunities, everything currently has to be double entered
            -Mark multiple opportunities as "dead" during accounts meetings

            I am sure there are plenty of more uses, but it would be a great feature…

            3 votes
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            • Notify us if a quote hasn't been viewed by a customer

              It would be very handy to be notified if a quote hasn't been viewed by a customer, say in 24 hours after the quote was sent. I currently leave the quote open in a tab to check that the customer has viewed it. Sometimes the quote goes into a junk folder or the quote could be sent to an incorrect email address. If we were notified then it would save having to check that the quote had been viewed and would save us some time. Thanks - Curt - Sound Services Ltd

              1 vote
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              • 46 votes
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                • Accessory View for Optional Accessories

                  Have the optional accessory picker show up when editing an opportunity item.

                  3 votes
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                  • Add custom schedule names/times and amend existing ones in an opportunity

                    Rather than having the set list of pre named schedule times please add an option for the user to remove/change/add new names and times to suit their requirements.

                    I understand this can be done by adding in custom fields but If they are constantly changing it would be far similar to offer an option to amend the existing ones.

                    1 vote
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                    • Bulk Item Delete Action Option Within Quote

                      It would be nice to, within a quote, to delete items in bulk. This would be done by checking multiple items in the quotation view and using the bulk action dropdown to have a "Delete" action available.

                      The use case we run into is if we have a large quote to create and it is highly similar to a past quote / order and we use the clone feature to jump start the quote creation process to be efficient with our time.

                      Then the task comes to clear out the items that we don't need to have in there and…

                      1 vote
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                      • Accepting quote changes status to order

                        When a client clicks "accept" on a quote, can the system change the status to order? It's a pain to have to go into every order once we get the confirmation to change the status.

                        5 votes
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                          Thanks for the suggestion, we’ll monitor the feedback on this one. Current RMS won’t automatically convert quotations to orders when a quotation is accepted because before an opportunity is confirmed, you might like to look into sub-rent costs, confirm with a rental agreement, and perform other job-related tasks.

                          Remember that you can also have multiple documents available for approval from an opportunity at any one point, so it might not always be clear which document’s acceptance should automatically convert an opportunity.

                          The team are interested to hear people’s thoughts about this.

                        • More options when adding an organisation in an opportunity

                          I would like to be able to set a price category to an organisation when I create an opportunity. As currently, I have to create an organisation in the people & organisations tab and set the price category there. It would save a lot of time to set this whilst I make an opportunity.

                          3 votes
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                          • Auto add certain Participants to every new order.

                            We always want the same people on our team to stay informed about opportunities. So having the option to automatically populate the same participants in every order would be handy. Thanks!

                            1 vote
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                            • Over the counter hire and sales

                              We also have a section of our company where we have a store that hires and sells items to the public. At the moment we are using the basket to put these orders through but the whole process of creating the order, then the invoice, then posting the invoice to quickbooks and then having to log the payment in quickbooks while the customer is at the counter is taking a lot of time. Is there a quicker way that we can put a order and payment through from the basket in current that will auto send the invoice and payment…

                              2 votes
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                              • Year displayed when viewing Opportunity

                                On right side of screen when viewing an Opportunity the date and month are listed in the scheduling section but not the year. This is frustrating and confusing.

                                3 votes
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                                • 12 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…

                                    23 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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                                      • See bookable resources in opportunity custom views

                                        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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