All ideas

On the customer/location profile, there is a table with all the appointments for that customer/location. This table currently does not include the appointment status. This provides an incomplete view for anyone looking at the customer profile beca...

Issue Techs are allowed to be set as the Sold By on an estimate even if they are not assigned to the job/ or have a 0% split. This causes reporting issues in the Tech Performance dataset (some Sales KPIs show the estimate, whereas others do not. ...

Problem: The new feature allows tenants to set a BCC email address on the Business Unit and Email Setting levels. They are unable to add/edit the BCC email address when sending individual documents. Why/who: Certain customer documents may need to ...

Poulin Cooling finds it cumbersome for their technicians to have to go into the invoice to view what materials and equipment are needed for the new install job. They would like it to populate on the job summary instead so they can be prepared.

Problem: The office uploads a contract as an attachment to a job but they don't want technicians to see the contract for various reasons. The technician permission "View Job Attachments" lets techs see all job attachments or no job attachments. Ri...

What problem is the customer facing? Web scheduler shows ALL availability for ALL BUs. If a plumbing customer is trying to book, they can book the availability of a HVAC Service Tech. Can we create multiple schedulers and have them designated for ...

Problem: Customer has a hard time getting CSRs to accurately select the correct campaign when they are not tied to phone numbers. This leads to lots of time spent editing the Job records to update the Campaign to the correct one. If the Campaign a...

When a tech goes to the closeout screen, depending on their permissions, they have to scroll down on that page to get to the job closeout area. However, when they go there it doesn't seem like a screen that would be scrolled through. Therefore, he...

Problem: Customer would like the ability to move the Tags column in the Jobs grid on the Project page. They say the tags on these jobs are priority information needed when looking into these Jobs and having to scroll to the end of the grid to see ...

With appointments it would be great to have the ability to set a default # of appointments to add when booking a job.