All ideas

Jobs that were completed/ paid/ exported are still showing because there was one unused appointment. Since the invoice had already been exported, the customer isn’t able to close out that unused appointment. There should be a way to remove the unu...

What problem is the customer facing? The customer is facing an issue where they are having trouble sorting through their customers' multiple projects for multiple locations. They would like to see the service location address listed next to the pr...

From a sales specific side where techs are completing or installing work later. When techs are selling a job, before you complete the order, there is a pop up that comes up asking if you’d like to perform the work now or later. What has been exper...

When completing multiple projects for a singular location or commercial customer, tenants have trouble distinguishing different projects when booking their techs out to the location. For instance, a company that does both HVAC and Electric service...

What problem is the customer facing? When doing a Construction Project, the Billing Address on the Project is for a Restoration / Insurance Company and not the Homeowner. The Location is tied to the Homeowner, and there's no way to adjust the Bill...

When a project is created by mistake or the customer is no longer moving forward (no deposits collected), there is no way to cancel that project.

On the project screen, it's hard to find the add estimate button after an original estimate is created. If they wanted to add two estimates onto a project at different times it is hard to locate where to do this. Currently, it's down a ways in the...

Add a Status for a Project, similar to how we have them for jobs. Use case: right now a user has no idea if a project is complete or not - all they can do is look at the status of each job within the project. This causes problems if the most curre...

If a tenant is working on a project that needs to close it out, because it was created by accident or has been completed, it will be easier to track projects if they can be closed out.

Currently when accessing a project, the jobs section includes a lot of information but the job numbers associated with each line are missing. Would like the job number added in each line item (similar to how Invoices section includes Invoice #)