Ability To Move Tag Column In Jobs Grid on Project Page
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 ...
CRM - Uniformity when selecting from dropdowns. BU, Techs
We do not have uniformity when selecting things.
On the dispatch board we have radio buttons.
When adding techs from the call screen to a job you select 1, then click into it again to select a second.
When Assigning/Unassigning/Dispatching from a ...
Our larger tenants will often have large projects going on where they will have multiple technicians working the project over the course of its life. When they add notes, the notes become jumbled and it becomes hard to determine which tech submitt...
With the new release of Appointments, when you're on the Project page there are two separate sections that reflect Jobs and Appointments. The Jobs section includes columns for Completed On and Status so you can easily see that info at a glance. Ho...
Job Type - Default Services should save in order added
Tenant thompsonfamilyplumbing noted that when they add Default Services for a job type and save, the services do not retain the order in which they were added. The order in which the services do save does not appear to have any discernible logic, ...
Ability to move sold estimate equipment and materials to the job summary of new job booked when selecting "perform work later"
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: Customer would like to have the Project Creator logged in the audit trail. This is important to them for instances when a project should not have been created and they want to train staff.
Ability to Set Appointment times and time slots, per day
At this time, when looking at settings > operations > business hours, we only see the option to set Time Slots for Monday-Friday, Saturday, and Sunday. It would be great to have the ability to set the time slots individually from Monday - Fr...