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Create Zones based on Distance from Office

Not all companies use Zones based on city names or set zip codes, especially in Canada where their postal code system is different than in the U.S. The option to create zones based on distance from the office could further enable tenants who price...
Guest about 2 years ago in  1 Needs review

Adding a button within projects to move jobs from one project to another

Wanting to merge two projects with multiple jobs within it. Manually having to detach job from one project and linking to another can be tedious. Especially since a project cannot be empty and will need a dummy job in order for it to no longer be ...
Guest almost 6 years ago in  8 Needs review

Ability to create a project with different service locations for the same customer

When a tenant is booking multiple jobs for the same customer, for two different service locations, they are unable to create a project. This is allows a more organized and efficient approach when booking jobs for the same customer with multiple se...
Guest about 5 years ago in  9 Needs review

Add the ability to Bulk Reschedule Appointments for a single job the same amount of time

What problem is the customer facing? In the construction world, they will be scheduling 5 or more appointments per phase. If the Project gets pushed back a week due to a delay, they would need to click the Edit Appointments button and go in and ma...
Guest over 3 years ago in  1 Needs review

Add Job Type as a 'Personalized Token' in Customer Notifications

Multi-trade shops that offer a wide array of services, need a way of notifying the customer which service will be performed during their next visit. Shops can be performing multiple projects (ie an HVAC job & a Plumbing job) during the same we...
Guest over 3 years ago in  1 Needs review

Improve the Logic for Determining the Sequence of Appointments

Description: What problem is the customer facing? Old logic PRE-appointments dictated that tenants create different jobs within a project for multi-day jobs which would put the most recently created job at the top of the list. New logic with appoi...
Guest over 3 years ago in  0 Needs review

Add after hour rules for Time and Materials

Customer is requesting the ability to configure and apply after hours modifications to time and materials (CSP) like you can for dynamic pricing
Guest over 1 year ago in  0 Needs review

Please put guardrails up for Job Types > Sold Threshold and Duration so tenant cannot add in a new Job Type without having these fields greater than 0

The ask: We should not allow tenant to add in a new Job Type unless they have more than $0 in the Sold Threshold field and the Job Duration field. Sold threshold and job duration impacts 3 points of TAD and is something CSMs spend 3+ hours on each...
Guest about 3 years ago in  0 Needs review

Change job type functionality in Mobile to match office side

What problem is the customer facing? The customer would like job types to function the same way in mobile that they do on the office side. For example, you can link specific business units to certain job types so that when a job type is selected i...
Guest almost 6 years ago in  3 Needs review

Allow CSRs to Multi-Select or Dispatch All Technicians Assigned to a Job from the Job Actions Drop-down

Problem: CSRs and Dispatchers currently feel like they're wasting a lot of time having to dispatch technicians individually via the job actions button. This typically occurs in companies where they don't allow technicians to self-dispatch, or they...
Guest over 5 years ago in  0 Needs review