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Automated Vista job import function
Add in an automated Vista job import on a schedule or immediately on sync
Under consideration
Web Portal
Add # of Trucks as a Dispatch Quantity Type option
There are requests that are sometimes based on the number of trucks and not units or loads.
o Can the Quantity have alpha characters “steady”?
o Or could the Choose ...
Phone numbers in Orders
It would be great to have a separate field in an order to enter phone numbers that you could search by for customers to quickly locate their orders!
Add Haul Zone to Ticket Query
We use lots of different haul zones and they are double checked daily. It would be great if the Ticket Query showed them as a part of the processed tickets without ...
Under consideration
Web Portal
Custom Fields Flexibility
Allow for different types of Custom fields other than text or numeric just as checkboxes or dates. Allow placement ability where it shows up. Allow Order and Quote ...
Geofence Based Arrival and Departure
From a simplicity standpoint for drivers it would be beneficial to have an integration or automated function that allows for arrival and departure based on entering ...
Copy order button from within an open order
It would be nice to have a copy order button from within an open order. This would reduce down on clicking and scrolling on the orders screen.
Under consideration
Web Portal
Haul Zone Excel Add/Update
Add in an excel import function for Haul Zones to add new and edit existing zones, similar to the Customer add/update tool
Under consideration
Web Portal
Allow for multiple selection of Location in New Billing
Instead of just ALL locations or individuals, a multiple selection of locations so that billing can be done of a few locations at a time.
Thanks,
Add in a pricing template filter to Open Order Price Update tool
Under consideration
Web Portal
Audit logging for new product creation
Audit logging that identifies when new products are created that can be used in reporting.
Done
Web Portal
Add in an internal-only Quote Notes field
In addition to the Quote Notes that print on the Quote, add in an internal-only secondary Quote Notes field for non-customer facing information.
Under consideration
Web Portal
Add in Hauler Pay auditing
Add in a an audit for Hauler Pay the same way invoices and batches are logged
Done
Web Portal
Add Hauled Units To Date and last date hauled to order screen product listing
Under each product on an order, it would be good to see the number of units (tons,loads, etc.) hauled to date and the last time the product was hauled.
Under consideration
Web Portal
Add option to upload image of source ticket in Manual Ticket Entry
Under consideration
Web Portal
Modify Truck Tare History to include Location
Add location/yard keys to truck tare history table to allow building reports that show last tare and last ticket by location
Save Documents/Notes to Customers and Haulers
Add in the ability to save notes and documents to Customers and Haulers in the same way you can save them to Orders
Under consideration
Web Portal
Add a remove all products button to the Add/Edit Order screen
Instead of having to remove each product from an order before deleting the order, add in a button that will remove all of the non-ticketed products from the order ...
Do not send scheduled reports to customers/haulers if they have no tickets
Prevent a scheduled report for a customer/hauler from being sent out blank if there were not tickets on that day.
Not planned
Web Portal
Display Freight Rates in Ticket Query for Orders with Haul Zones
Currently, if a ticket uses haul zones, the ticket query will display a freight rate of $0, even if there is a freight rate from the haul zone. The correct freight ...
Done
Web Portal
Add Customer Name back to Ticket Entry screen
Customer name used to show up with the order number in the order dropdown, but now it shows the order number and order name. Add the Customer name back into the ...
Done
Web Portal
Change dispatches so product can be pulled from multiple locations for a single dispatch
Allow dispatchers to pull product for a dispatch from multiple locations.
Example:
Dispatch for 57 stone
- Truck 101 assigned to haul out of Pit A
- Truck 102 ...
Add in option to only print invoices that have not been emailed
Add a portal setting or button to print all invoices that have not been emailed from a batch.
Assign Haul Zone at Dispatch Level
allow for a dispatcher to select the Haulzone to be used for the dispatch and have that prepopulate on the ticketing screen
Tax Units
Ability to selected tax calc by percentage\ton\yard\load. At our landfill the State charges a $.80 per yard tax while the county charges a 5% tax.
Allow option to auto-close an Order when the Quantity is fulfilled
Solved Via Work-Around
Web Portal
Add Credit Limits for Customers
Add in a way to store and track Credit Limits for customers.
Done
Web Portal
Add Timezone override option to User Account setup
Add in an option to override system time zone with a set time zone for a company (Portal settings?) for user accounts to prevent ticket time confusion when company ...
Under consideration
Web Portal
Allow setting fields as required on the Customer level
For example, make it so Job and PO are required fields on Order setup, but only for certain customers.
Under consideration
Web Portal
Minimum Freight Quantity
Add setting for minimum freight quantity. For example, Freight quantity minimum is 13 Tons. Customer orders 8 Tons of material but is charged for 13 Tons.
Order Level Ticket Quantity
Being able to set ticket quantities at the order level in fast-weigh would really benefit us. Two problems arise from the current ticket copy settings.
1. We use ...
Lock Purchase Order # on Invoices
It would be great if invoicing a delivery would lock ALL data on the invoice. It is currently allowing the purchase order number to pull from the current order, which ...
Under consideration
Web Portal
Interactive Balance Dashboard
It would be awesome if the Balance Dashboard was more interactive. Categories at the top of 30/60/90 etc could generate a list of who falls into those categories like ...
Under consideration
Web Portal
Add informational pop-up feature/functionality
It would be most helpful if we had the capability to add an informational pop-up note of sorts, which would help us share pertinent information about a customer ...
Location and Yard Based GL Mapping for Freight
We need a way to map the freight revenue for each location/yard to the appropriate GL account so we do not have to manually go into every invoice and move it to the ...
Order Level Credit Limit
We have customers (mostly County and Government) who order with blanket Purchase Orders. They may send us a PO for $5,000.00 and buy several different products. We ...
Ability to Apply a Customer Payment Entirely to Customer's Credit Balance with Reference Number
Some customers continue to overpay and ask us to put the payment as a Credit Balance on their account. What if there is no "open" invoice and you would like to add ...
Favorites in Reporting saving the preset pararmators
Allow a report to be saved as a template / Favorite with the defined selections made - ie all locations, all regions, group by options.
Under consideration
Web Portal
Ticket Copy Preferences set at the order level
Setting number of ticket copies to print at the order level
Quotes Approval in Portal
Adding a quote approval in fastweigh portal.
Before a new quote can be sent to the customer, it must be approved by a Sales Manager.
Under consideration
Web Portal
Fuel Surcharge Visibility
In order screen, it would be awesome if we could see if a material has an adjustment and surcharge on it without having to click edit.
Under consideration
Web Portal
Add in a flag to indicate if an AR Payment was made internally or externally
Add a flag to indicate if a payment was processed from an internal user, a customer user, or the anonymous payment link.
Dispatching Dashboard
Could there be summary boxes (Like on Home page), that would include something like: Active Requests, Hold Requests, Customers with Requests, Active Trucks, Active ...
Dispatch Notification to Location where dispatch is for
When a request is made, there doesn’t seem like a notification is sent to the quarry where the request would be picked up from. It would be needed so that the scales ...
Select the customer first and then the order number on the Create/Edit Request
The thought would be that Dispatch chooses the customer first and then can quickly select an order for that customer.
(I know you can filter the order by Customer ...
Request number that would be assigned to the request after saving it
This will help us and drivers to explain more efficiently to weigh master as to what request is being scaled at that time.
Add PO# to a Dispatch
Dispatch is going to be taking the orders and makes sense for them to go ahead and put in a PO for the Request especially if a generic sales order has been selected. ...