All ideas

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...

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...

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 ...

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...

Customer is requesting the ability to configure and apply after hours modifications to time and materials (CSP) like you can for dynamic pricing

A customer's workflow has been "decimated" by the new Appointments. Their techs used to see Jobs that were on Hold in the History tab on Mobile, but now, with Appointments, the Jobs are being marked "Done" and the techs can't easily determine whic...

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...

What problem is the customer facing? Customers have to manually send the booking confirmation after bulk booking several jobs and using route optimization. Irrigation customers book and assign their jobs months in advance and then set the route fo...

Currently projects are only able to be scheduled for a single locations per customer. This causes problems for a lot of customers who do work for landlords servicing multiple units or installations. Future jobs are still broken up by units and the...