Ability to Dispatch an Apprentice Tech to an appointment where the Invoice was Already paid
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...
Customize the Task Used Alert so that it includes location name and location address
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.
Ability to view Job Status when hovering over job tiles on schedule
The customer would like to see the job status (scheduled, completed, paused) when hovering over the job tiles on the schedule board. This would eliminate the need to click into the job to view the status, saving a click (time).
Tenant elitesystems has submitted the idea to allow jobs to be paused from the office, rather than only allowing them to be paused from mobile. It is a hindrance to the business' operations to only be able to place a job on hold from the office (t...
When the customer goes to print out their job costing the customer's name isn't included. They then have to go back and write the customer's name and information by hand. It's useful because the customer's information would be on the job costing p...
Currently if a customer cancels a job that was labeled a recall, this factors into job metrics/reports and not recall metrics. Need to be able to cancel a recall from the job which will impact metrics.
Technicians may need to know what a job requires prior to dispatching out to the job. Right now they have to click into the job to red the summary. It would be helpful to have a summary available on the all jobs tab so technicians can organize the...
Ability to attach job to a project from job screen
Problem: Customer accidentially creates a job outside of a project, but wants to add it to an existing project. Solution: Add the ability to attach to a project from the actions menu