All ideas

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...

Automatically assigned a task to a job type such as a "Trip Charge" but have it be unremovable from the invoice. The technician can't delete it from the invoice.

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 ...

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 ...

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 ...

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.

At the moment, for tenants can only call or log a follow up from the upcoming appointment tab but if they want to email, they would need to do that outside of ST. The tenant would like to have the option to email reminders to customers that they a...

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...

Currently, when you open up a Job page and scroll down to the "Scheduled Appointments" menu, the system lists all of the appointments form LEAST recent appointment date at the top, to MOST recent apptmt date at the bottom of the list. The issue wi...

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.