All ideas

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...

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

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 ...

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.

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...

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, ...

If a CSR chooses the wrong cancel reason, you have to reschedule the job and re-cancel it to be classified correctly.

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.

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...