Feature Ideas

COMDATA is a Fleet card/Check and is widely used across the country at Many repair shops, most commonly Fleets. This would greatly enhance the ability to accept more forms of Fleet card payments into Vision.

We would like to be able to charge processing fees to our customers when they pay against their account balance with credit card. Margins are slim these days, and customers that have accounts with us usually have the lowest margins of them all. Allowing us to recoup the fees for card processing would help us keep our business healthy.

We would like to add purchase orders (POs) to closed orders without reopening the order again. This would be a convenient feature that streamlines the order management process and improves Accounting traceability. By enabling this functionality, customers can provide the necessary documentation or additional information related to a closed order without requiring the order to be reopened and reclosed, which could potentially disrupt workflows or cause errors.

We would like to be able to mark particular invoices as paid when submitting a customer payment on account (ROA) Currently, payments can be applied to customer accounts in Vision, but invoices need to be marked as paid in QuickBooks. Allowing this in Vision would save us time and money.

We would like to be able to use the onboard camera to scan inventory barcodes into Vision. We have a large number of customers that already use a tablet and handheld barcode scanner combination for scanning inventory barcodes. Since most tablets and mobile devices come with onboard cameras, we could potentially save time and money if we could utilize the onboard device cameras as barcode scanners. A separate but related opportunity would be for the Mobile Inventory Android App. Being able to use the onboard mobile camera for scanning parts into MMI would increase the usefulness of the app.

Sometimes we need to send many documents for one unit/vehicle to a customer. Right now this has to be done by attaching them one by one to an email message. If we had the ability to tag multiple documents and send them in the customer unit search window, it would save a lot of time.

For those with their own fleet, even customer fleet if desired, it would be helpful to have enough spaces to enter the standard part numbers used for each piece of equipment. This would help as to not have to go back into that vehicle history to see which filters it takes, which brakes/drums it takes, what size wipers, which starter/alternator, etc., etc. As described in the diagram I have created, the multiple fields after the main entry can be used for alternate part numbers or different brand part numbers. This would save a lot of time for the parts person or service writer. Eventually, the normally used part along with alternates would already be filled in, so if you don't have standard part available, you don't have to spend a bunch of time searching for which part/brand would work, then have to search who has it if you don't stock it. Lots of time saved in the long run.

Have a feature we can turn on that would allow all inhouse tickets to be tax exempt, HST tax included for Canadian customers. This would work for re-builders who utilize the F12-subkit option when rebuilding something for the customer. Currently it will create an inhouse ticket under the customers name and hold their tax area when it needs to be exempt because the tax will be charged in the sales order ticket.

Businesses may find value and/or save time by having the ability to send a text message that includes a link, allowing the customer to view and pay the invoice or statement directly from the link via credit card. Additionally payment links can be included with electronic invoices sent via email, and invoice bodies (on the pdf) could include the link to pay.

In the Customer's Unit info screen have boxes/fields to input common parts used for a PM; filters, oils/fluids and the amounts, wiper sizes, and any other common parts. Have additional fields/boxes if the unit has added equipment like a boom, a bucket, generator, compressor, welder, PTO, etc. You should be able to search this information in a report.

Canadian Customer with GST are allowed to reduce GST paid from GST owed, customer would like to have all sales records (GST owed) go to one GL and all GST paid (payables) go to another. Currently they all go to one default GL we create. Add a feature to select a default GL for PST added to PO's separate from default GL for GST.

Would like to be able to have a fuel surcharge added to all sales orders. Very similar to shop supplies on work orders. It would say Fuel Surcharge, on the form and populate in the “Other” field based on percentage. You would be able to recoup your fuel surcharge from the shipper/service provider(UFS, Yellow freight, NPT, SWIFT, PRIME, cable, refuse, septic, electric) that are charging on all invoices. On a Sales order, in the “other” field to show a dollar value when parts are added to the Sales order. The Customer does not want to use the 3rd field as they currently have credit card fees they are wanting to recoup. Currently you can add a charge to all customers in the customer file with a percent added on. The “2” account does not transfer the same “Fuel surcharge” as it is not in the customer file. If you create a new DEF-AULT customer, use that for all cash sales, then the percent and charge are available. This would have to be returnable as well. This would also need to be able to be toggled on/off when Fuel prices drop, or Fuel surcharges are no longer being applied from freight carriers/service providers.

Please allow user's to turn off the ability to back order parts in an estimate. Not sure when it would be necessary but it is allowed.

The cost of an item on an open order is grabbed at the time you add said item to an invoice. i.e V100 adds NTS1234 at 60,000 cost with selling price of 85,000 to send to customer so they know how much they are paying for the unut. 4 months later is when they are finally ready to close V100 they have added inhouse work order and inhouse PO's to NTS1234 updating the cost to 70,000. The cost in V100 is still only showing 60,000. So if our customer does not either F4 - edit NTS1234 and update cost to 70,000 or remove NTS1234 from order and add it back on, it will not pull the correct value from inventory causing it to go out of balance. Multiple VSM customer have asked for the system to update the cost on the open order so they do not forget.

When selecting the LSE unit and checking the box as leased- to grey out or mark the “part” in inventory as unusable until the unit is returned and unchecked from inventory. This would allow customers to track leased units better in and out of inventory. When the Box for leased units is checked we select a customer for the unit to be leased to, and the date autofills as to when it is leased out, should also ask to add to a current order or create a new order-similar to adding a part to a specific order from the PO screen. Customers are looking to track more if they are Leasing units out of inventory and track the sales/invoices they are on. Leaving them with a better educated position for business leasing solutions. Good or Bad - at least they would know.