All ideas

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...

Create a permission where if a Completion Date is selected and a Project is closed out, that no new jobs can be added to that particular project. Only office Admins with the permission to edit closed out Projects would. This helps with payroll and...

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...

Description: What problem is the customer facing? Customer has to scroll to the bottom of the job audit trail to see when the job was booked for (date and time) and wants to be able to see this more at a glance. The Job Received item isn't necessa...

Customer is requesting the ability to see an invoice's balance from the job page itself. Presently, the user must click into the invoice to see balance information.

My customer was in her Next account and stumbled upon the new Job Screen layout. She says it's too large and takes up too much room. She'd like the ability to condense the way it displays.

It would be nice to add the date the jobs are booked on in this pop up message. In testing, I often forgot which days I booked the jobs for and it would be easy to reference this pop up to locate the day on the dispatch board to confirm that the j...

Currently, technicians don't have a way to call the office from the app unless they add the number to the contact. Then the office would have to turn off job notifications. It would be easier to have a button that says "Call the Office" on the job...

A tenant who has over 60 techs would like the ability to mass upload information to tech profiles, including custom fields. Manually keying in details for over 60 techs becomes a daunting task and requires too many clicks to edit, enter, and save.

User's would like the ability to create a new job easily from unsold estimates, so they can go out again in an attempt to follow-up on that unsold business. Currently, the way opportunities are configured there can only be 1 opportunity closure be...