All ideas

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...

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...

Issue: Technicians sometimes leave directly from there home OR are told to come into the office before they start their day. This requires the user to update the technician home address each time for the Optimize Technician route to work correctly...

Description: What problem is the customer facing? They have many instances where they send the online estimate for approval to the owner who is not at the location (vacation home, spouse not there at time of inspection etc.) so when they send the ...

Enterprise tenant Parker and Sons requested that the FG "FilterLeadJobsWithSameCustomer" be disabled so they could more effectively link recall/warranty/lead jobs to jobs under different customers. The reason being that they have retail jobs that ...

When viewing the project, the ability to click into previous jobs is not available. You can see that there was a previous job but you can't select and see what work was done and what the technician was assigned. However, you can go to the overall ...

What problem is the customer facing? Recall job rates are not accurate because technicians forget to fill out recall forms and/or forget to call the office to have them to mark the job as a recall. Do you have a recommended solution? Create a...

Data Element Example Title: Feature - Problem Statement - Status Job Audit - Ability to filter by user - Improvement Use Case The job audit trail can often times be SUPER long. A lot of times, tenants want to be able to view ...

Customers are requesting the need for the tax status to be visible on jobs and/or PO's as there is no way for anyone to see the tax status while creating the PO.

Tenant would like the ability to have a job created as a recall to be linked in the project that the orignal job was assigned to. Having to go into the recall job and add it it time consuming and it should be auto linked just due to the workflow.