All ideas

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

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...

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.

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.

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.

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...

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.

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...

The office has to search for emails externally instead of clicking on them from the job history.

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...