All ideas

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...

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...

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...

Problem: Inability to leave a note on project portfolio makes it difficult to understand week over week where we left off from previous weeks. Solution: Add the ability to leave a note/read a previous week's note on project portfolio.

Problem: There's no way to require a custom field on a project. This is super necessary to make sure we can record important information on a project. Additionally, these fields should only be required as specific statuses in the project. Solution...

Problem: On project portfolio there's nothing drawing attention to projects that should require cost adjustments or projects that need to be billed for. Solution: Allow for filtering on the project portfolio screen similar to what we have in repor...

Alot of construction crews are not directly managed by office staff and are usually managed by a lead or foreman who is typically out in the field working on jobs. We need a way for this lead/foreman to be able to schedule additional appointments ...

Our current alert messaging doesn't always help inform a tenant as to what needs to happen when they receive an alert. While alerts themselves can be incredibly helpful, the ability the customize the messaging in an alert would be only bolster the...

Problem: With everyone being remote now we've all gotten used to @ing someone when we need someone to follow up in slack, or gsheets, or salesforce. Ideally we can bring this functionality to the job history section for when I need someone to do s...

Problem: Customer has several pages of Locations for a commercial builder, i.e. 73 locations under a single customer. They have to keep clicking the "Next" button until they find the appropriate Location, when adding a project from the Call Screen...