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Ability to import/export more data

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.
Guest almost 5 years ago in  0 Needs review

Redesign Job Types settings page: Global overview of configurations with inline editing

The Job Types settings page is due for a redesign. When analyzing / auditing Job Types settings, it would be nice to have a global overview all Job Types settings. The Employee Payroll Settings page was recently redesigned and has a global view of...
Guest over 2 years ago in  0 Needs review

Project page redesign: add "Discounts" details to Financials tab

Tenant gentecservicesinc expressed that while the new Project page redesign is GREAT, the "Financials" menu is missing critical information regarding discounts. Without listing discount details in that menu, the Financials tab is essentially inacc...
Guest over 2 years ago in  0 Needs review

Easily Book Unsold Estimates into New Jobs

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...
Guest almost 5 years ago in  0 Needs review

Ability to Sort All Tables on Project Page

For customers using the Project Tracking Module, you can sort each of the columns in the tables for Jobs and Appointments but you cannot sort any columns for the other tables on the project page (Technicians, Purchase Orders, Financials). This wou...
Guest over 2 years ago in  0 Needs review

Allow tag settings/visibility by Business Unit

Tenant wants the ability to control what tags show by Business Unit. (More specifically, they wanted to be able to only show Job related tags on mobile for select BUs) Certain BUs (namely new Installs) often get confused by tags applied by other B...
Guest about 5 years ago in  0 Needs review

Permission to Prevent CSRs/employees From Changing Tech Managed/Unmanaged Status

Tenants are running into issues where office employees are switching technician unmanaged statues to complete jobs due to the pop up that generates. This upsets management and owners that deal with billing because they're unknowingly being charged...
Guest about 5 years ago in  1 Needs review

Rename "Done for now"

"Done for now" is a little confusing in how specific the name is. I think this is one of those cases where the technical reality (the tech is simply checking out of the job without completing it) of the action MAY BE easily digestible enough that ...
Guest about 5 years ago in  0 Needs review

Mark other assigned Technicians as "Done" when marking a job as Complete

Issue Currently if Technicians are assigned to a job, yet they are not currently Dispatched/Arrived to the job, and the job is marked as Complete (w/ tech timesheets) on the office end, the technicians do not update to a "Done" status and stay in...
Guest about 5 years ago in  0 Needs review

Allowing techs working without office staff (weekends & holidays) to be able to do a limited number of office tasks

Description: What problem is the customer facing? The customer has technicians that are working on the weekends without any office support staff so are either unable to complete some tasks or must call office members at home for help completing t...
Guest about 5 years ago in  2 Needs review