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  1. Allow for planned transfers between opportunities

    For example.

    We own twenty lights

    Ten lights are on job A. Job A ends on Monday, de-rigs on Tuesday and is back to the warehouse on Wednesday.

    All twenty lights are needed for Job B. Job B rigs on Tuesday...

    What we do in real life is this, the warehouse preps the ten remaining lights and sends them to site on Tuesday. We also get a courier or technician to transport the ten lights from Job A to the New Job at B...

    Current shows this as a BIG CLASH and for the whole of tuesday and wednesday we…

    636 votes
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      82 comments  ·  Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →
    • Providing the alternatives products as an option

      When you have confirmed an order you may not have a specific product available you may actually have a alternative product EG i dont have a 325kva but i can send a 500kva instead. i wish to be able to "select alterative product" and have a choice of keeping it the same rate.
      This is a critical asset for an equipment rental company

      476 votes
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        32 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

        We’re investigating this for future development, thanks for the votes and comments!

        It’d be really interesting to hear everyone’s thoughts on how you’d envisage this feature working, as well as any common scenarios where you’d like to be able to select alternative products.

        Let us know in the comments – your feedback is really useful.

      • Custom Reports

        A reporting framework that could have a series of pre made reports such as:

        - item history
        - revenue/profit per item
        - top performing customers
        - average hire values

        And then some form of syntax/sql to allow for us to create our own custom reports from the data available. Sirportly (www.sirportly.com) does this really nicely.

        457 votes
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          47 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
        • Testing/Maintenance

          I am not sure if I have missed a component here that is already in the software however I would like to see integration (maybe linked into the Quarantine section) for testing and maintenance of equipment. Currently, I add custom fields for PAT/LOLER testing to each stock level which works up to a point. However, what would be advantageous, would be a maintenance area - similar to quarantine - where all this is logged alongside each stock asset, and you get popup notifications via the Dashboard and email notifications 1 week prior to a test due date or similar. And…

          424 votes
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            43 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →

            Building on the quarantine functionality in Current to add additional options for testing and maintenance is something that we’re committed to adding to Current RMS in future. Please do keep the votes and comments coming!

            Remember you can use custom fields to store testing information against your stock levels in Current and even pull through this information to opportunity documents. We’ve put together a guide that runs through how this works, check out: Record PAT or other equipment test results

            Email us at help@current-rms.com if you need a hand setting up your custom fields — we’re happy to help :)

          • 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
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              planned  ·  26 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
            • Version numbers on quotes and revert to previous version

              I’d really like to see version numbers appear on updated quotes. This helps the customer when they’ve amended several times. When discussing they can state the version number such as quote #123 version 2. Or quote #123.2, #123.3 etc.
              This is standard on a lot of other platforms and is very helpful during negotiation prior to confirmation.
              It would also be useful to revert an order to a quote. As people change their minds a lot.
              :)

              355 votes
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                21 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

                Thanks for the suggestion, we’ll keep an eye on the number of votes on this one.

                One thing that might help in the meantime is customizing your document layouts to include a date stamp. You can use this as a point of reference when dealing with different revisions.

                To add a date stamp, the Liquid you’ll need is {% 'now' %}. Use date filters to change how the date is formatted.

                We provide a free service to make changes to documents, so if you need help with this then just let us know at help@current-rms.com.

              • Checking in/out on iPhone with an app

                iPad or iPhone application for checking in and out equipment on the road.

                337 votes
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                  35 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                • Customisable Dashboard

                  Custom Dashboard

                  324 votes
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                    52 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
                  • Online STORE - Rental Shopping Cart - for customers to initiate orders

                    We are desperate to see development of a way for our customers to initiate their gear hire orders and requests online.

                    This could be on our own web site or perhaps more easily managed as a subdomain of our site hosted via current RMS.

                    It would seem crazy to have to develop this via an external system like Magento via the newly available API when 90% of it would be reinventing the wheel with data etc already in current.

                    We spend a lot of time on the phone and back and forth via email entering clients rental orders in to…

                    314 votes
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                      15 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                    • Zapier integration

                      Zapier integration, so Current-RMS can communicate with thousands of other web apps like Gmail, Google Contacts, many CRMs and much much more

                      310 votes
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                        under review  ·  21 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                      • Purchasing/supplier Module that issues PO’s for sub-rentals

                        OK....

                        This isn't too easy to explain but I shall give it ago!

                        This would be in Opportunity window, in the same way Invoices, Attachments and Discussions area.

                        To each Opportunity, you would enter any suppliers. The supplier could either be a Contact or Organisation.

                        In a similar way to the way you add additional telephone numbers/emails under Contacts, you would enter the price, which may have different classes. For example a Trucking company may be "Services as Quoted", where as a Crew member may be "Per day", "Travel", "Per Diems" etc.

                        You would also have start/finish time etc as…

                        309 votes
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                          51 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

                          We released automatic costing in early November, so now it’s full steam ahead on our purchasing update.

                          Automatic costing is the foundation for purchasing, so we recommend popping in supplier costs against your products and services now.

                          Purchasing involves a lot of development work, so thanks for your patience while we work on it. We’ll post back with updates when we have more to share.

                        • Google Apps for Business

                          Integration with Google Apps. Contacts Sync, documents in Drive, calendar sync and email widget.

                          289 votes
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                            22 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

                            We use Google Apps here at Current RMS so we can appreciate how fantastic this would be :). I have no update to share about this at the moment, but it’s worth noting that Gmail integration with discussions is something that has been under review for a while. This is something the developers are investigating for the future but more popular feature requests are priority at the moment.

                            http://help.current-rms.com/forums/257191-general/suggestions/6441482-gmail-app-integration-w-discussions

                          • Send discussion emails through own email server

                            Ability To Email PDF Quote Through Own Email Servers

                            274 votes
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                              14 comments  ·  Discussions  ·  Flag idea as inappropriate…  ·  Admin →

                              Just a quick update on this one to say thanks for all the votes and comments – we’re watching this one closely.

                              Keep in mind that you can use the “Discussion email address” on an opportunity to CC or BCC messages into the Discussions section of an opportunity. This is great if you’d like to send correspondence from your existing email app but wish to record a copy in Current for your reference. You’ll find a link to the email address under Actions.

                            • Stock check

                              Usually we have 2 weeks in August where the majority of our stock is back. We want to do a stock check, literally by going to each shelf or area, area scan each item's bar code and print a report of all items that have not been scanned so we can try and find them or update our actual stock accordingly.

                              229 votes
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                                18 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                              • Process credit cards within Current

                                Would be convenient to run credit card payments in Current so the payment details are automated.

                                209 votes
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                                  32 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                • Complete By Item rather than by Job

                                  At the moment Current requires we scan a product into the building ("Check-In")

                                  Then everything gets de-prepped and tested on the bench before having to be returned to stock altogether ("Completed")

                                  Check In ---> Complete

                                  Our issue is that jobs are often de-prepped piecemeal rather than altogether, usually for reasons of demand and Prep really needs to know exactly where a piece of kit is and how far through the system it is.

                                  I would like to see a system that meant we could complete each item individually rather than being forced to do it by job.

                                  Check In Item…

                                  204 votes
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                                    11 comments  ·  Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →

                                    Thanks for the suggestion, we’re keeping an eye on the number of votes :)

                                    I understand that this idea is about allowing you to complete (finalize check-in) items individually once they’ve been checked-in, but just to clarify for anyone who might not know:

                                    When you finalize check-in, everything with the status ‘Checked in’ is marked as ‘Completed’ and will be returned to availability or moved to the quarantine based on the “Return at” date you specify on the finalize check-in screen (plus any post-rent unavailability on the product).

                                    To have some items return to availability before others, you can check-in just the items you want to return and then finalize check-in. Choose the date you’d like them to return at on the finalize check-in screen. Any items that are still reserved, allocated, prepped, or booked out will remain on rent on that opportunity.

                                  • Warehouse mode

                                    We have a busy office, and a busy warehouse. It would be great for the warehouse team to be "sent" jobs that can be marked within the system as "ready to prep". Ideally they would see a full screen version of the detailed resource view, this would enable them to prep items quickly by glancing at the screen to see what needed prepping, the scanning items directly into the system.
                                    The warehouse doesn't need to be picking their way through lists of activities and discussions to find their way to the "kit list".

                                    185 votes
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                                      5 comments  ·  Detail view and warehouse  ·  Flag idea as inappropriate…  ·  Admin →

                                      Thanks to everyone for taking the time to vote and comment here, we appreciate the feedback :)

                                      Just a quick update: we’ve added some new role options that you might find useful. You can now choose which functions on the opportunity detail view your team members can access, meaning your warehouse team won’t need permission to edit an opportunity to prep kit.

                                      Creating a custom view in Opportunities is a great way of getting a list of jobs for the warehouse team. Use the “waiting for prep” filter to include jobs that need your team’s attention.

                                      To get started, see: Custom views. Need a hand setting this up? Contact us at help@current-rms.com and we’ll be happy to help.

                                    • Customer portal

                                      An online portal where your customers can log in, check availability then book items. For example client A who hires a small speaker and radio mic regularly would like to book it in on the 28th. They log in, check availability, book it then we get a job generated?

                                      160 votes
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                                        under review  ·  16 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Catalogue printing

                                        Because we have all already added our lovely pictures and information into current RMS it would be a good idea to be able to generate pretty catalogues straight from current to send to our regular clients with pictures and prices.

                                        147 votes
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                                          34 comments  ·  Products and stock levels  ·  Flag idea as inappropriate…  ·  Admin →

                                          Thanks for the votes and comments on this idea, all. There’s no definite ETA on this right now, we’re working on ideas at the top of the wishlist and we’ll look to review in future. If this is something you’d been keen to see implemented, please do vote for this idea!

                                          In the meantime, we’ve put together a quick guide on how you can use a Current RMS export to create a product catalog in Google Sheets – including pictures. Check out: Create a product catalog document using Google Sheets

                                        • Website Embedding of Products Page

                                          The products page within Current is truly beautiful, I really do like it and I think it's a shame that only our staff get to see it. That's why I'd like to embed it live to my website (Wix based).

                                          It would also be great if we had the option to include prices on the website embed, or not include prices as well as have the option of the 'rent/sale buttons' generating a contact us style email to us, or inputting it directly as an opportunity then giving us a notification next time we log in. #dreams

                                          144 votes
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                                            15 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

                                            We just launched our API in beta testing, which you can use to explore integrations between Current RMS and your website if you have development knowledge. To get started with the API, head to System Setup > Integrations > API to generate an API key and access our comprehensive developer documentation.

                                            As a developer tool, we provide limited high level developer support for the API meaning that we can’t advise you on how to use our API or how to build an integration. If you’ve got any developer feedback on the API, we’d love to hear — drop us a message at help@current-rms.com to let us know.

                                            If this idea gains further traction, in future the developers could look to investigate more formal integrations with websites and web platforms.

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