All ideas

Technicians will need to listen in on all related calls associated with a project, not only the current job. This gives visibility to the technician on what was discussed with the customer throughout the lifecycle of a project.

My tenant pointed out that if they email a project invoice from mobile the only place it is recorded is on the project audit trail. They would like it to also be recorded in each individual job audit trail within the project so that they can see t...

Currently, when an adjustment invoice adjusts the invoice total, the job completed total won't reflect the adjustments made. This causes confusion for office users who look at the job completed total as opposed to the updated invoice total. When a...

A tenant requested an alternative solution to using DFN for multi-tech jobs. Their technicians are misusing it and leaving jobs open because they're having a hard time figuring out which tech is the last one to leave. Everyone ends up clicking Don...

Tenant is requesting to have then option to hide Job Audit. Tenant often prints the job page and doesn't want the job audit showing on those printed pages

Current functionality : calls that are manually attached to a job don't appear on the mobile side for the technician to review. It would only appear for the technician if it is attached through the system automatically at booking. Product Feed...

There are currently no reports that aggregate information from the Additional Comments field when placing a job on Hold. The tenant I am working with believes that this should be a toggle setting to make this field optional (as they currently ente...

Scenario: a customer calls and a job is booked from this call - the call is of course marked as a "booked". Then later the customer cancels the job and the CSR needs to reclassify the call as "unbooked". Currently the only way to do this is to go ...

Customer cannot identify if a job action was system generated or user generated. Example is setting job as "No Charge". When a job has a sold estimate, the user who sold the estimate appears in the audit trail as the user who set the job as "No Ch...

The customer has lots of related jobs but does not use the Project Feature because of the way it impacts workflow/reporting. Because of this, they do not use project summaries but do think it would be beneficial to have the option to pin a note to...