Job Planning & Management

Description: What problem is the customer facing? Old logic for the managed technician guardrails PRE-appointments: Job must have managed technician timesheets for any jobs that have $ on the invoices. If it was connected to a project with $ then ...

What problem is the customer facing? When reviewing a job with multiple appointments, customers have to scroll down towards the bottom of the page in order to be able to see the most recent appointments. Oftentimes these are the only appointments ...

Customer uses the search tool to identify open appointments that need to be scheduled. Completed jobs with "unused" appointments show in the search tool. Instead of identifying those appointments as scheduled, the search tool should have an option...

What problem is the customer facing? The customer is facing an issue where they would like their technicians to be able to make an outbound call to their customers even after the job has been completed when no estimates were created on the job. T...

Issue We have some reporting surrounding Appointments in the Jobs report template, but there is a need for a report template dedicated specifically to the Appointments themselves. Potential Solution Create a report template based on Appointments. ...

Tenants frequently have many POs within larger projects, but POs can not be filtered on the current Project management page. If we could have the columns circled below to have a filter icon, much like how it would be in reporting, that would be ex...

We need a better way to mass-manage booked appointments within a Project in the event that a Project needs to pause or adjust its timeline (due to uncontrollable variables, ie. parts orders being delayed thus delaying work being performed). For ex...

I've gotten feedback from Enterprise operators that they have tried utilizing the Wrap Up Message but couldn't adopt because of the following challenges: 1) Need a clear way to alert the Dispatchers AND make sure one of the dispatchers takes owner...

When creating a recall or warranty job from an existing job it won't automatically associate these jobs in a project. It would be useful to have a project created automatically in this scenario so that the recall and warranty jobs can be associate...

On project page > financials tab > show column next to invoices to show if attached to job or not Estimates have a column to show if the estimate was created on the project level (blank, no job number showing) or on the job level (job number...