Skip to Main Content
Job Planning & Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 195

Add thresholds to alert for cost adjustments/need to be billed in project portfolio

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...
Guest over 1 year 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 2 years ago in  0 Needs review

Set default number of Appointments by Job Type

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

Needs the ability to customize business hours

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 ...
Guest almost 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 9 months ago in  0 Needs review

Add "Edit Exported Invoice" Sync Actions to Job Audit Trail

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

Include Sold Hours on Project Screen

Customer wants to be able to see the "Sold Hours" of all the invoices/jobs on the main project page. Currently right now customer needs to click on each individual invoice and calculate by hand what the sold hours are. Would be much easier and eff...
Guest about 5 years ago in  1 Needs review

Add "Business Unit" column to Search screen results

Currently when using the Search screen to search for Jobs, you can filter by Business Unit, but Business Unit is not returned in the results in the UI. The BU is included in the export file, but tenants are requesting that BU be added to the resul...
Guest over 4 years ago in  0 Needs review

Simplify the Appointments Menu Options

Too many different menu options all in the same general area - takes longer to complete tasks because you spend more time clicking into menus to find the action you're looking for - confusing interface that could be simplified (feedback reported b...
Guest over 4 years ago in  0 Needs review

Ability to Classify Projects by Type

Issue Tenants (esp Commercial and New Construction) have many projects in progress at once, and need a way to organize them in Reporting and Search, or easily distinguish projects on a customer profile Value The ability to report on project detail...
Guest over 4 years ago in  0 Needs review