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Add employee tagging in job history

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...
Guest almost 4 years ago in  1 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

Add a filter/search for Location while adding a Project from the Call Screen

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...
Guest over 4 years ago in  0 Needs review

Ability to bulk edit Job Types

airworkssolutions is seeking the ability to edit multiple Job Types at the same time.
Guest 5 months ago in  0 Needs review

Customize Messaging for Triggered Alerts

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...
Guest over 2 years ago in  0 Needs review

Create a visual that a Job in the History tab on Mobile still has some work to be done.

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...
Guest about 4 years ago in  0 Needs review

Bulk Booking Confirmation

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...
Guest about 4 years ago in  0 Needs review

Enable call campaign tracking on the Project level/ better campaign association for companies who book from outbound calls

Issue This tenant has an issue with our campaign tracking: they have a phone system where the customer can dial 1 and the tenant will call them back (outbound call). Because the job is then booked from an outbound call, the tenant's marketing num...
Guest over 5 years ago in  4 Future consideration

Allow multiple locations on a project

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...
Guest almost 6 years ago in  4 Needs review

New Appointment Booking Logic : Start/Stop Range

Issue: Customer was adamant about having a "Multi-appointment" booking capabilities that do not limit them to a maximum of 5 appointments. Potential Solution Adding a "Start/Stop range utilizing a Calendar that coincides w/ their BUSINESS HOURS, w...
Guest almost 4 years ago in  0 Needs review