All ideas

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...

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...

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.

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...

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.