All ideas

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...

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...

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...

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.

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...

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 ...

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...

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...