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...
Change "Invoice Completion Date" to the date the invoice is batched without having to manually enter
Right now, the invoice completion date is the date the job was completed. Is there a way to change that field “invoice completion date” to the date the invoice is batched? I don’t see a setting that allows that but maybe one of the back end option...
Auto-Generate Tag onto Service Locations when located outside of Service Area
Users would like to ability for the system to auto-generate a tag onto Service Locations that fall outside of predefined service areas. For example, if a new customer's Service Location is outside of their service area, a tag indicating the locati...
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...
"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 ...
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...
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...
Sometimes in Big projects, with too many attachments, it becomes hard and time consuming to upload files one by one, or even multiple files at once, it will be great to be able to upload a folder that contains documents.
Default Technician Names from Job Page's Blue Drop Down to List Techs from Job BU first
What problem is the customer facing?
This large enterprise shop and has multiple instances in which technicians have the same legal name. In their case, one thing that distinguishes technicians with the same name is the business unit they are ass...
Search - If entering an Invoice or Job number and there is an exact match open the corresponding record in new window
Problem: Enterprise shop trying to eliminate the number of clicks in routine repeated tasks, like looking up Jobs and Invoices, is asking for the function of when the invoice or job number is entered into Search and there is one exact match, open ...