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Allow technicians to make outbound calls to customer after job is completed

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...
Guest over 5 years ago in  12 Future consideration

When creating a job from a recall or a warranty it would be great to have that automatically create a project

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...
Guest over 5 years ago in  3 Future consideration

Automatically transfer the sold estimate summary to the new job summary

What problem is the customer facing? The customer is facing an issue where they would like the summary on a sold estimate to automatically transfer to the job summary in addition to the invoice summary on the new job. At this point they are havin...
Guest over 5 years ago in  2 Future consideration

Ability to delete all jobs from and delete projects

Tenants would like the ability to be able to remove jobs from and delete projects. Right now the work around is to create a "dummy" job and place it within project if one is incorrectly created.
Guest almost 6 years ago in  4 Future consideration

Require Custom Fields on Recall/Warranty Jobs

What problem is the customer facing? When using the recall/warranty workflows from within a job it does not allow for required fields from the job booking screen to appear Why is it useful? This creates a gap when booking recall/warranty job...
Guest about 5 years ago in  0 Future consideration

Enable call campaign tracking on the Project level/ better campaign association for companies who book from outbound calls

Issue This tenant has an issue with our campaign tracking: they have a phone system where the customer can dial 1 and the tenant will call them back (outbound call). Because the job is then booked from an outbound call, the tenant's marketing num...
Guest over 5 years ago in  4 Future consideration

Sending emails to customers for upcoming appointments

At the moment, for tenants can only call or log a follow up from the upcoming appointment tab but if they want to email, they would need to do that outside of ST. The tenant would like to have the option to email reminders to customers that they a...
Guest over 5 years ago in  0 Future consideration

Generate Multiple "R" (Recall) tags when Multiple Recall Jobs booked from same original job

There are times when multiple Recall jobs need to be booked for the same original job when multiple tasks were performed on that original job. Recall Job 1 may be to service Task A, while Recall Job 2 may be booked to service Task C. Currently,...
Guest almost 6 years ago in  0 Future consideration

Create a Done for Now Alert

The customer is attempting to see when techs are choosing Done for Now. They want to better track technicians and see how often a tech is leaving a job to come back. They are suspicious that techs are not doing a great job preparing for the job at...
Guest over 5 years ago in  0 Future consideration

Lead generated by should be a drop down in the job information

Lead generated by should be a drop down in the job information
Guest over 5 years ago in  0 Future consideration