All ideas

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...

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 ...

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...

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...

Currently the workflow for office users to attach a PDF form to a job requires them to save the pdf form after inputting information and then upload the PDF to the job itself. This feels unintuitive, especially considering the pdf forms autoattach...

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 ...

For new construction customers, oftentimes they will do similar types of projects over and over and over again that require the same number of visits to complete (there are, of course, exceptions, but is true for the most part). It would be awesom...

Tenants need the ability to create different business hours for different days as not all businesses work the same hours Mon-Fri. They also need the ability to start on the half hour as well. Not having this ability is forcing them to create work ...

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

Problem: When using the new FG to edit exported invoices and sync to QB, the actions of syncing/bypassing the edits do not appear int he job audit trail. The action of editing the invoice does appear in the job audit trail but the final action of ...