Recent Topics
Add Contacts tab and Phone call log
We have recently found that salesman are access customer setup and changing who the salesman is assigned to . We are am finding that salesman should have access to certain areas of the Customer Setup but should be restricted and not allowed to make changes
Show on Quotes or Invoices below the equipment the customs fields.
I am looking for is how to get them to show on Quotes or Invoices below the equipment the customs fields from the equipment setup specifically from the Custom Tab . See the example below. In the highlighted area.
Internal / Accounting print version
Our CFO would like to see the following change to the Internal / Accounting print version in 3.0: Print the name of the Type of sale for each line item on the invoice. This way I know whether the account coding is correct instead of having to look at
Internal / Accounting print options
Hello! We consistently audit sales and service invoices for accuracy of sale type, cost of sale, etc. To do this our CFO likes to look at the Internal/Accounting version of the invoice. Would it be possible to have 3 checkboxes on the Invoice Print Options
Payments made against quotes
Hello! We sometimes get payments from customers referencing a quote number that has not yet been converted to an order. Ideally upon receipt our AR Specialist will contact the quoting department to have them convert the quote to an order, but that can't
Purchase Order new checkbox for invoice recieved
Is it possible to add a checkbox (manual) to the purchase order screen for dealer use (not accounting) that tells us if we received an invoice for that purchase order ? If we already received an invoice, we will know not to send it to accounting a second
Security
Can we get more flexibility on customer search? we would like to be able to deactivate the inactive for some employees but not all. Sometimes dispatch will select a customer that is inactive and sometimes they don't realize its selected.
Disptach
Does anyone use multiple dispatchers to dispatch your techs? We are trying to move in that direction but would love to know what your procedure is in Softbase. Thank you, Laura Case Buffalo Materials Handling
Request for Mechanism to Ensure Clock is Stopped Before Closing Orders
We’ve encountered an issue where some orders have been closed without the technician stopping the clock. We were wondering if it would be possible to implement a mechanism similar to the credit approval process, where the system requires the clock to
Request for Adjustment to Mechanic Clock-In Functionality
We are currently conducting tests using the Mechanic Clock-In function and have observed that multiple orders can be started simultaneously for the same technician. To improve our workflow, we would like to request an adjustment to this functionality.
PURCHASE ORDER NUMBER CHARACTERS
In our purchase order system, purchase order number entry only occomodates a 9 character entry. We began adding our initials to the end of our purchase order numbers for better tracing, this would make it 11 characters. We would to make it 12. The reason
New Company Added - Can't Print
There was a new company set up and anytime we try to print from it on one PC, The software crashes, but not for the other company.
Parts Search Screen should show if on order
In the parts search screen, it lists Qty, List, Cost. It would be nice if it listed the quantity on order as well in this screen.
DISPATCH Paper Work Done - Group Departments
It would be beneficial to have an option to group the departments so that all paperwork done could be invoiced at the same time.
Equipment Photo Link Fields
Would you add 5 fields on the Equipment eLiftruck tab so we can add public URL's ? This will allow us to automate online listing management. We can use it for all equipment sites not just elift.
Work order meter readings
Hello, When you try to close a work order with a lower hour meter reading that what is recorded in the equipment file, Softbase asks "yes or no" whether you want to update the hour meter reading to the lower number. Rather than 'yes or no' would it be
Allow flat rate for portion of parts
It would be nice to be able to flat rate only certain parts on an invoice rather than having to flat rate them all. Right now we have to do 2 invoices if the customer orders something that we are flat rating as well as other parts that are a straight
Quick Quote / Estimate
We do hundreds of estimates each month for customers. While quoting in Softbase is nice, we would like to find a more efficent way for our service writers to enter the estimates without necessarily having to fill out detailed part numbers, etc. for
Multi Signature - Doesn't Complete WOs
When using multisignature, and clicking the "work is complete" toggle, it does not take those work orders off the technicians dispatch boards. We need this to take them off their boards so they do not have to complete each one individually.
Customer number in subject line when sending monthly statements
Is it possible to have the customer # in the emails when we send out statements? I think right now it just says AR Statement from Sunbelt Material Handling in subject line and when customer replies back we are unsure of who they even are so we fill silly
Customer Statement Email - Add Customer Number
Please add the customer number to the email subject line when sending out customer statements. This would be the same as the invoice number that is put on every invoice that is emailed out. When an invoice is emailed, the subject of the email is "Invoice
Softbase Service App - Columns with no heading?
On the inspection sheets that send to customers - is there anyway to make the “OK” “Potential” and “Urgent” key match up with the columns they represent? I’ve attached an example. (highlighted are the lines that cut off, working on getting these fixed
Softbase Service App - Save Button
• SAVE button on work orders – can we make this a different color so it stands out?
New Service App Complete Button
Does anyone else have an issue with technicians completing work orders off of their tablet without getting any signatures? What we have found this does is designates the work order as complete but does not send it to the Doc center to be processed. I
AR Statements
AR Statement documents produced in Softbase are sorting invoices by month then by invoice number, so the invoices are not in date order under each month. That makes the number of days past due is out of sequence as well. Please consider an update to the
Labor Payroll Summary Report
I would like to see a labor payroll summary report that takes all the information presented in the Labor Payroll Detail report, and summarizes the labor totals by each labor sale code for each technician.
Softbase service app - Inspection report
Hi Softbase support, I kindly request that our software service app be enhanced to automatically populate the inspection report based on the selected work order. When a technician clicks on inspection, the relevant checklist items should appear (inspection
Any way to add multiply truck to one invoice
I have a customer that had 6 trucks with tires installed on each i originally made a quote for each truck so once it was approved the trucks would have a history record of what and when the new tires was installed, the customer requested i put all of
Softbase old quote converts to Order
Hi Softbase support. Currently, whenever the quote team converts an older quote to an order that a warehouse cleanup has been done in the warehouse it was going to pull from or b/o to it continues to let them open the order and doesn’t let them know that
Add Control Number column to 'Depreciation Setup' screen
Is there a chance you could add 'Contol Number' to the Depreciation Setup screen? Everywhere else in SoftBase, the Control number is important, even required; but, here, in this application, where it would be very useful when searching for a particular
Po Print option enhancement
Bulk buy visibility by other warehouses when running Auto Stock. If there was a PO Print Option to select "O.H. Qty's of other warehouses". You could see if main warehouse had availability and transfer from there.
Blocking Users from Adding Serial Number of Sold Items to a WO or AP Invoice
I would like to suggest a way for SoftBase to prohibit users (employees) from posting AP items or service invoices (WO) to already closed out and sold inventory in our customer inventory database. For example: If we sell a product in February, the invoice
Softbase - Labor Report by Date Range - enhancement request
Hi Softbase support, Could you please help us with this report Labor Report By Date Range? The manager Fleet in San Antonio is requesting an enhancement on this report. 1.-Could you please add the branch filter 2.-and remove quotes. By implementing the
Parts work in process
Can you add a section that shows the first line comments in the work order ?
Dispatch Tab
It would be great to be able to filter in the Dispatch screens so you can see all and only a certain person's dispatches. This way if I wanted to see all things dispatched to me from all branches and departments I could see them in one place. We could
Tracking
We have a parts email, that multiple people work quotes and parts out of. When using softbase, these same folks use the notes section to track who touched the PO or order last. Is there a built in tracking or a field we can add for those who have multiple
printing inventory counts by Part No
Hi! When working from the Inventory Counts window in Parts, I can sort the list by Bin or by PartNo. But when I select Print the program prints a list that is sorted by Bin. I don't see any option to change the print version. ? Am I missing some print
AR inquiry inclusion of the salesperson name
Would you able to add salesman information when you hover on a invoice on the AR inquiry?
Searching customer
Please bring back the search by phone number in SB3. The old version 2.0 has that function.
Field size
I am asking that if a field will cause an error if there are too many characters in it that the field only allow as many characters as the system will handle. We have a lot of customers with really long names that Softbase will allow the person to add