All ideas

What problem is the customer facing? Like the default Job Summary, customers may often want to ask specific questions, or collect certain data for only specific Job Types. While they can currently use the Summary for these question, there is no wa...

One of our premium tenants has requested that we add the functionality of custom fields on the call booking screen to the recall/warranty/leads flyout so their CSRs are prompted with those questions any time they book out a job.

What problem is the customer facing? Lack of PO visibility from the Job screen. The customer would like the ability to view PO statuses from the Job screen (doesn't want to have to click into the Invoice to view this). Why is it useful? When manag...

Many tenants using project tracking use it for just parts of their companies and don't want it on for 80% of their other projects. Having a toggle on the project level (similar to the retainage toggle that already exists) could allow them to use t...

Issue Currently, there's logic inconsistency with regards to what order tags appear in on the job page compared to the dispatch board. On the dispatch board, tag order is determined by level of importance, and then by alphanumeric order. When user...

What problem is the customer facing? The customer is facing an issue where they would like the summary on a sold estimate to automatically transfer to the job summary in addition to the invoice summary on the new job. At this point they are havin...

Allow users to determine if the custom field should appear on Mobile or not. This can be a check box in custom field settings. Alternatively, all Call Booking custom fields could be hidden from Mobile, but still have the Job Custom fields (that ar...

Tenants would like the ability to be able to remove jobs from and delete projects. Right now the work around is to create a "dummy" job and place it within project if one is incorrectly created.

As of today you can turn off signature requirements for specific customers or specific job types which is nice but we also need it for the business unit level. Usually the signature requirement is turned off for commercial customers and alof of th...

What problem is the customer facing? When using the recall/warranty workflows from within a job it does not allow for required fields from the job booking screen to appear Why is it useful? This creates a gap when booking recall/warranty job...