All ideas

The new suite of Project Tracking features includes a new Project page design, which features tabs of info on the left-hand side (such as Dashboard, Financials, etc). However, when you are on a particular tab, you cannot scroll up and down to get ...

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...

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...

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...

Customer would like the tech who has generated the lead to be added to the audit trail, or at least add when the tech input is being changed. Without seeing this detail, it is resulting in them overpaying/underpaying techs when TGL is changed from...

Currently, there is no audit trail relating to the action of changing/updating an invoice's item's inventory location. My tenant, aaawatersystems, would like this enhancement. In some cases, they experience inconveniences when they are unable to d...

Currently customers who send a project invoice out to customers have very limited options in terms of what smart fields can be included, there is no way to include the total amount due on the project in the body of an email with smart fields like ...

Needs the ability to know when others are creating projects in the system. Allows someone to track when new projects are created by a user. Shops that are largely focused on projects would benefit from this. Add an option for an alert to be sent o...

Currently a managed tech is required on an appointment to send out an apprentice tech. The apprentice tech may just be going back to the location to complete work on a job and the money has already been collected by the managed tech. It would be n...

The Task Used alert now includes these placeholders: Service Name, Quantity, Unit Price, Total, Job Number, Invoice number. We should add the location name and location address too.