All ideas

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...

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...

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...

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...

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...

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 ...

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...

customer would like to see the next 2 assigned/dispatch/working appointments for the next two days- not just today only.

Issue: Customer is stating that they're running into issues because their technician is starting close and ending really far away. Potential Solution Ability to use the Home Address as a starting point or ending point for their jobs. IF we allow t...

As of the release of appointments, tenants are accidentally forgetting to delete unused appointments on jobs that are completed early. Once the invoice is exported they are unable to delete those unused appointments. It would be helpful to set up ...