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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 over 3 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 over 3 years ago in  0 Needs review

Transfer data between "Custom Field" that appears in multiple places

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 ...
Guest over 1 year ago in  1 Needs review

Add Permit Module instead of needing Tag/PO/Report workflow

Customer coming from Successware uses a Permit Module that lives within a Job and there's nothing comparable in ST - need combination of Tags, POs, and Reports to get close to what they had and still doesn't capture all info needed i.e. alerts whe...
Guest over 2 years ago in  0 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 over 3 years ago in  0 Needs review

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 over 5 years ago in  4 Needs review

Enhanced Project Audit Trail: Capture Payment Applied Actions

What problem is the customer facing? Certain user actions are not captured in a project's audit trail like they are in a job's audit trail. In a job audit trail we can see many actions, such as who/when a payment is applied to an invoice. Currentl...
Guest almost 2 years ago in  0 Needs review

Automatically assign a task to a job type and disable ability for it to be removed

Automatically assigned a task to a job type such as a "Trip Charge" but have it be unremovable from the invoice. The technician can't delete it from the invoice.
Guest 6 months ago in  0 Needs review

upcoming appointment visibility expansion

customer would like to see the next 2 assigned/dispatch/working appointments for the next two days- not just today only.
Guest over 1 year ago in  0 Needs review

Ability to assign a project manager to a project with automated job status/alert notifications

Problem customers are facing:Equipment/Materials are ordered for a project. The PM has to navigate to the project to find out what was ordered and the status. Equipment/Materials arrive for a project. The PM needs to be notified as soon as possibl...
Guest over 3 years ago in  1 Needs review