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...
The tenant indicates that they would like for a Project to be automatically created when marking a job as a Warranty. This project would include the Original Job and the Warranty Job.
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.
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...
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 ...
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...
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...
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...
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...