Skip to Main Content
Job Planning & Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 194

Move job tags up on mobile overview

Technicians are having to scroll down and look for job tags because they are at the bottom of the job overview. It would be easier and faster for techs to see tags if the tags were moved up to right under the customer name. All techs would benefit...
Guest over 5 years ago in  0 Needs review

Ability to sort notes in mobile by creator

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...
Guest almost 4 years ago in  0 Needs review

Ability to name projects in addition to an id number

For larger, multi-day projects for customers, especially commercial customers where more than one project may be going on at the same time throughout the property, it would be helpful to distinguish projects by name in addition to an id number. Fo...
Guest over 5 years ago in  1 Needs review

See files attached to emails in job audit trail

Customer-Facing Problem: Customer wants to review emails sent by office or tech employees with attachment. Currently, we cannot determine if an email was sent with a file attached. Use Case: Review outbound customer email and invoice communication...
Guest almost 2 years ago in  0 Needs review

Reflect Appointment Status on the Project Page

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...
Guest almost 4 years ago in  1 Needs review

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 ...
Guest almost 6 years ago in  0 Needs review

Have Schedule Assistant Pull Arrival Window for Jobs that have already been booked

Currently Schedule Assistant is designed so that when you use it on an already booked job, it resets the Arrival window so you would have to repick it if you wanted to keep the job booked at the same time. If you pulled the arrival window into Sch...
Guest about 2 years ago in  0 Needs review

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, ...
Guest about 4 years ago in  0 Needs review

Update Cancel Reason

If a CSR chooses the wrong cancel reason, you have to reschedule the job and re-cancel it to be classified correctly.
Guest about 4 years ago in  0 Needs review

Project Creator in Audit Trail

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.
Guest about 4 years ago in  0 Needs review