Search found 14 matches

by GTacs
Thu May 16, 2024 2:26 pm
Forum: Feature Requests
Topic: Clock ON/OFF Times
Replies: 0
Views: 16

Clock ON/OFF Times

Hi,

Could you please consider making the Clock ON/OFF times available on the Simpro API?
Thank you.

Regards,
by GTacs
Fri May 03, 2024 10:43 am
Forum: Feature Requests
Topic: Recurring invoice contract
Replies: 3
Views: 9218

Re: Recurring invoice contract

Hi Sindre, I know this is an old topic, but it looks like it hasn't been resolved yet. Here is a screenshot showing how to select a contract for a recurring invoice. It's in the Customer dropdown, where you can choose either a customer or a contract. https://i.postimg.cc/W12GBWcF/rec-invoice.png In ...
by GTacs
Tue Mar 26, 2024 3:49 pm
Forum: Feature Requests
Topic: Leads Archive Reason
Replies: 1
Views: 258

Leads Archive Reason

Hi,

Could we please make lead archive reasons accessible on the Simpro API, along with an ArchiveReasonID in the leads table?

Thank you,

Regards,
by GTacs
Tue Mar 19, 2024 10:04 am
Forum: Feature Requests
Topic: Adding tags to jobs in bulk
Replies: 0
Views: 281

Adding tags to jobs in bulk

Hi, Our client utilises the built-in feature for bulk tag addition to jobs. We retrieve their data through the API and visualise it in Power BI. In our data extraction process, we consistently reference the 'date modified' field in every table, where available. The issue with bulk tag addition to jo...
by GTacs
Thu Mar 14, 2024 1:06 pm
Forum: Feature Requests
Topic: Completed flag on Vendor Orders
Replies: 1
Views: 265

Completed flag on Vendor Orders

Hi,

Could you kindly include a new field in the Vendor Orders API that indicates whether an order has been completed?

Thank you,
Regards,
by GTacs
Mon Mar 11, 2024 3:26 pm
Forum: General Discussion
Topic: Vendor Orders endpoint returns incorrect archived value
Replies: 4
Views: 450

Re: Vendor Orders endpoint returns incorrect archived value

Hi Lucac, I've tested this on a copy of your environment and the purchase order mentioned here, 12660 has not been archived in Simpro so the status "Archived: false" is correct. The stage in Simpro is Approved and it's shown in the category for complete/archived so it's completed. If you ...
by GTacs
Thu Dec 14, 2023 9:34 am
Forum: General Discussion
Topic: Convert Quote to a Job via API
Replies: 2
Views: 395

Re: Convert Quote to a Job via API

Hi Sindre,

That is brilliant, thank you. I don't know how I missed that.

Regards
GT
by GTacs
Tue Dec 12, 2023 10:09 am
Forum: General Discussion
Topic: Convert Quote to a Job via API
Replies: 2
Views: 395

Convert Quote to a Job via API

Hi, Is there a way to convert a quote to a job via the API? I believe the quote needs to be closed, its stage needs to be updated, and JobNo needs to be populated. This is straightforward enough. On the job side, however, there is no way to add value to the ConvertedFrom object, neither on creation ...
by GTacs
Mon Oct 23, 2023 9:13 am
Forum: Feature Requests
Topic: Archived field included for Recurring Invoices
Replies: 5
Views: 2536

Re: Archived field included for Recurring Invoices

Hi,

I would like to inquire if there have been any updates regarding this matter, please.

Thank you.
by GTacs
Thu Oct 19, 2023 1:22 pm
Forum: Feature Requests
Topic: Schedule Comparison
Replies: 5
Views: 1364

Re: Schedule Comparison

Hi, Trying to develop a BI report based on the 'Schedule Comparison' report already in Simpro. Any information on where the planned versus actual job time is located would be appreciated. We are using a thrid party API to access the tables, we think we are missing a number of tables with the inform...