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Allow the ability to add HTML and Hyperlinks to Job Page

Tenant would like to be able to paste a hyperlink into a job summary where the tech can then click into the link and see/hear whatever the dispatcher/CSR sent. This will eliminate the hassle of downloading and attaching files to the jobs or at lea...
Guest about 6 years ago in  0 Needs review

Upload folders to project attachments

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.
Guest about 3 years ago in  1 Needs review

Allow for easier viewing of job photos on the office side

What problem is the customer facing? The customer is facing an issue where they are having to click into the job photos one by one. They would like to be able to view a slideshow of the job photos instead. Why is it useful? Allows office users ...
Guest over 6 years ago in  0 Needs review

Prevent jobs booked for previous dates from appearing on the technician's mobile dashboard

What problem is the customer facing? The customer is facing an issue where a dispatcher accidentally booked a job for a previous date and the technician assigned to the job was able to dispatch to it, causing confusion for their customer. They wo...
Guest over 6 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 about 3 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 about 3 years ago in  0 Needs review

When booking a new job on Mobile automatically ask for email and mobile.

When booking a new job from Mobile, technicians are usually in a hurry and making this process as quick and easy, as possible would save a lot of time for the office staff later; not having to get the information the tech forgot to get. Currently...
Guest over 6 years ago in  1 Needs review

Adding Jobs to Project Based on "Bill To"

Current, you are only able to add a job to a project if it is part of the same service location. However, there are cases where a tenant considers a project, not by location but by who is being billed. This has more of a commercial application, bu...
Guest over 6 years ago in  3 Needs review

Adding an Alert When Booking Job for A Checked Out Tech

Add a pop-up to notify CRS/Dispatchers if they are booking a job for a technician on a day that the technician already been "check out" via the gear icon on the Dispatch Board. At this moment, you are able to assign a job to a tech who has been ch...
Deleted User over 6 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 3 years ago in  0 Needs review