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

All ideas

Showing 208 of 208

CSRs in office can automatically fill out and attach a PDF Form to a job

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...
Guest over 6 years ago in  2 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 over 3 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

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 over 3 years ago in  0 Needs review

Add tag filter to "Technician Requests Additional Appointment" alert

Most alerts allow you to filter them based on tags. The "Technician Requests Additional Appointment" alert does not have that option (only BU and Job Type). There's no way to be alerted when jobs with a specific tag have an appointment request pen...
Guest over 2 years ago in  0 Needs review

Add option to view the "Customer PO #" on the job page and invoice page

What problem is the customer facing? Customers can add our native "Customer PO #" field to the job booking page. This field displays on the invoices sent to the customer. However, users cannot easily view the customer's PO # in our user interface....
Guest about 3 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 over 4 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 almost 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 about 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 about 4 years ago in  0 Needs review