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When duplicating a job, transfer over the custom fields that are on the first job.

The customer duplicates jobs and is frustrated by having to re-input all of the custom field data into the second job. Anyone who uses custom fields often would likely benefit from a workflow like this. The solution would be to auto fill the custo...
Guest over 4 years ago in  0 Needs review

Select Multiple Business Units in Search

Currently, when using the regular search function we are unable to select multiple BUs in the filters. This request is for the ability to multi-select BUs as a filter when searching.
Guest over 4 years ago in  0 Needs review

Add A Guardrail So Technicians Cannot Accidentally Dispatch to Next Day Jobs

Technicians can see next day jobs and there's no way to stop them from dispatching to the job accidentally. This will send notifications to the customers and can cause confusion for technicians. They need to view their next day jobs to prepare.
Guest over 4 years ago in  0 Needs review

Make available mass changes for technician profiles as per technician groups

Tenant duttonhomeservices suggested to add an available function to edit technician profiles as per groups as in huge companies it is hard to do manually by each technician. This is similar to the new reporting permissions mass edit.
Guest over 4 years ago in  0 Needs review

In order to build out a 3rd party integration, tenant is requesting a new webhook be built out for that will trigger when a technician arrives to a job.

Tenant/3rd Party are looking to better track when a technician arrives in realtime and would like to receive a payload of the job data once that action takes place. This payload would be the same data that is currently being sent with the Technici...
Guest almost 5 years ago in  0 Needs review

Search - Ability to filter for multiple technicians

Currently you can only filter for one tech at a time when using the Job Search feature. Tenants would like to search for jobs with a specific group of assigned tech's. Currently, the workaround would be to use a report.
Guest almost 5 years ago in  0 Needs review

Add collapse/scroll feature for Job skills on Job page or ability to remove Job skills from Job page

I have a tenant that has A LOT of job skills. For some jobs, there can be more than 10 job skills on the job page which gets pretty overwhelming. The tenant is asking for the job skills section to be completely removed for the job page.... However...
Guest almost 5 years ago in  0 Needs review

Click on Email From Job History

The office has to search for emails externally instead of clicking on them from the job history.
Guest almost 5 years ago in  0 Needs review

Add a field option for Project #, just like there is for invoice #’s in the search page.

Tenant has an idea. In search to add a field option for Project #, just like there is for invoice #’s? Customer's goal is to search/ export all payments on a project to Excel. This may be possible through Custom Reporting but the search area wou...
Guest almost 5 years ago in  0 Needs review

Allow technicians to create a job and add it to an existing project

Tenant is requesting that technicians have the ability to create a job and add it to a project. They said this is a vital part of their workflow and would make their jobs a lot easier.
Guest almost 5 years ago in  0 Needs review