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

All ideas

Showing 208 of 208

Ability to Review Previous Job on a Project on Mobile

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 ...
Guest over 6 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 almost 3 years ago in  0 Needs review

Sending emails to customers for upcoming appointments

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...
Guest almost 7 years ago in  0 Future consideration

Disabling "FilterLeadJobsWithSameCustomer" significantly increases search load/buffer times

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 ...
Guest almost 5 years ago in  0 Needs review

Allow technicians ability to mark jobs are recall on Mobile

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...
Guest almost 6 years ago in  1 Needs review

Job Audit - Ability to filter by user - Improvement

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 ...
Guest about 7 years ago in  3 Needs review

Ability to bulk edit Job Types

airworkssolutions is seeking the ability to edit multiple Job Types at the same time.
Guest about 1 year ago in  0 Needs review

assigning technicians to Jobs: make it easier to select more than 1 technicians

the dropdown closes on you after you select a single technician, have to do 2 extra clicks to assign more techs.
Areni Mahdessian about 7 years ago in  1 Needs review

Add Custom Field changes to Job Audit Trail

Tenant is utilizing Custom fields for their accounts, however, their CSR's/Office Users tend to navigate into jobs and change their Custom Fields when needed. Having an "Audit Trail" to track any of the changes for Job Custom Fields would be ben...
Guest about 6 years ago in  0 Needs review

Request to display tax status on job and/or PO

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.
Guest about 4 years ago in  0 Needs review