Feature Ideas

Everyone in today's society. Its becoming the desired form of payment with the post office sometimes taking over 2 weeks to delivery a check in the same state. It has nothing to do with bitcoin it is simply telling your bank to electronically deposit funds into another bank account. No need to mail a check. EFT electronic funds transfer or ACH Automatic Clearing House

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.

When parts are shipped and received by a customer, allow the use of a signature pad to capture and digitize the receivers signature.

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 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.

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.

Enabling processing fees on credit card transactions for order deposits is a prudent strategy for businesses to manage their financial health while still catering to customer preferences for credit card payments. By implementing this feature, businesses can effectively cover the expenses related to credit card processing, such as interchange fees and transaction fees imposed by payment processors.

The option to round up .01 cent on every inventory item and only show selling price 2 digits. So if a margin gives a selling price $1.112 Vision would auto update to selling price $1.12. Or whatever number you decide. If you want it to update to the nearest whole number or dollar.

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.

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.