All ideas

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 ...

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...

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.

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...