Integra Ideas

Idea and discussion portal for the Integra product line. Users may submit, view and vote on ideas submitted by all users.

1 Vote

Adding jobsite and paid status in the lookup screen under invoice generation

Since sending a mass email is only available in the lookup screen under invoice generation, it would be helpful to see the jobsite and the status of the invoice (if it was paid or is still opened). If a customer requests all open invoices for a sp...

Created 23 Oct 19:07 by Adriana Backmann

Back Office Module

0
1 Vote

Search by GC, Bond Holder, or Lender in Lien Module

I would like to be able to search by General Contractor, Bond Holder, or Lender in the Lien Module. This is important when we have a customer/customer's GC who files bankruptcy and we need to know what jobs they are involved with as a GC or subcon...

Created 28 Jul 21:34 by Jewel Soiland

Lien

0
1 Vote

Order summary with a project number filter

Would like to review an order summary with a customer multiple projects and review and filter one project over the selected time.

Created 18 Jun 20:34 by Anthony Cordella

Back Office Module

0
1 Vote

Alphanumeric and Expanded Job Numbers

We would like job numbers to be expanded past 6 characters and also the ability to set alphanumeric job numbers. We are required by law to have unique job numbers in our state and the current system is too limited. We are going to run out of job n...

Created 21 May 19:21 by Jewel Soiland

Credit Manager

0
1 Vote

Alphanumeric and Expanded Customer Numbers

We would like customer numbers to be able to be alphanumeric and have more characters. The current system is very limiting and needs to be expanded.

Created 21 May 19:19 by Jewel Soiland

Credit Manager

0
1 Vote

Quick Ticket Report

We would like a special report that list all quick tickets in ticket number order for a specified date range. This would be a Quick Ticket Report. It could have an option to include all tickets in the report or just quick tickets, but the essentia...

Created 19 May 17:11 by Jewel Soiland

Reports - Back Office

0
1 Vote

In Back Office Product Maintenance it would be nice to search for products using the Wild Card "*" feature that is in some of your other product offerings.

I am the Gate Keeper of new product codes in Integra and we have a "smart code" for all new product codes that are now being created. With the merger of so many companies that now comprise our organization we have far too many product codes that n...

Created 13 Nov 14:23 by Brad Burke

Maintenance Programs

0
1 Vote

Ability to have multiple ticketing screens open

The need to have multiple ticketing screens open for aggregate are an absolute must, I will be ticketing multiple plants.

Created 18 Oct 17:08 by Rachael Swanson

Ticket Processing

0
1 Vote

Allow discounts for payments to be selected at the customer level for Invoice Date or Fixed Date

We would like to option to set this at a customer level so we can offer flexible terms to our customers.

Created 17 Jul 21:46 by Keith Onchuck

Back Office Module

1 Will not implement
1 Vote

Ability to add a credit card processing fee to an invoice

Customers would like to have the ability to add a credit card processing fee for a specific percentage amount of the invoice total. There is currently no option within the system to add a charge based on a percentage so the current workaround is t...

Created 26 Feb 17:49 by Jazmin Moreno

Invoice Processing

1

Integra Ideas

Idea and discussion portal for the Integra product line. Users may submit, view and vote on ideas submitted by all users.

Filter by status

Filter by category

Adding jobsite and paid status in the lookup screen under invoice generation

Search by GC, Bond Holder, or Lender in Lien Module

Order summary with a project number filter

Alphanumeric and Expanded Job Numbers

Alphanumeric and Expanded Customer Numbers

Quick Ticket Report

In Back Office Product Maintenance it would be nice to search for products using the Wild Card "*" feature that is in some of your other product offerings.

Ability to have multiple ticketing screens open

Allow discounts for payments to be selected at the customer level for Invoice Date or Fixed Date

Ability to add a credit card processing fee to an invoice

Filter by status

Filter by category

Identify yourself with your email address

Adding jobsite and paid status in the lookup screen under invoice generation

Search by GC, Bond Holder, or Lender in Lien Module

Order summary with a project number filter

Alphanumeric and Expanded Job Numbers

Alphanumeric and Expanded Customer Numbers

Quick Ticket Report

In Back Office Product Maintenance it would be nice to search for products using the Wild Card "*" feature that is in some of your other product offerings.

Ability to have multiple ticketing screens open

Allow discounts for payments to be selected at the customer level for Invoice Date or Fixed Date

Ability to add a credit card processing fee to an invoice