All ideas

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...

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...

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...

Tenant azbestgaragedoor has a custom field "Permit Filed Date" that is set to appear on both the Project page and the Job page. The current issue is: whatever info is entered into this custom field on the Project page, that info does NOT transfer ...