All ideas

When you create a project from the job page it doesn't show on the job audit trail. This is problematic for a customer who is trying to identify why a project was created in use cases where it shouldn't have, as the the only way to confirm is by r...

Problem: Customer would like to see from the Project Page a section for Equipment (with Serial Numbers) installed on any Job as part of that Project. With the redesigned page it could be it's own section at the bottom of the list on the Left. This...

Problem: Currently for carpet cleaning workflows with a plant it's not uncommon for the plant worker to have to book multiple estimates into jobs every day. He'll go through the workflow of filling forms, building estimates, all from a tablet he's...

When using automatic invoicing, a job's invoice gets sent to the customer automatically when the job is completed. The action of the invoice being sent does not appear in the job's audit trail (like it does when the invoice is manually sent by a u...

Problem: Descriptions on the invoice screen can take up a lot of vertical space on the page and make it difficult to read/review the invoice details. This includes the invoice summary and the descriptions for pricebook tasks, materials, and equipm...

Problem: when a customer goes into the Project Tracking screen and needs to Add Existing Jobs to the project that got scheduled outside of the normal flow, these can only be attached one at a time, even though you can see in the modal multiple job...

A return will display in the Audit Trail when linked to a Job, but not at the Project level. For our Comm S/R and Construction tenants who are using Project Tracking, you can add a purchase order directly from the project page, so the only way to ...

Customer finds current workflow for project editing a bit cumbersome, and would like a more streamlined process.

What problem is the customer facing? Tenant typically charges the customer a no show fee when a tech arrives to a job and the customere isn't home. No work is actually completed but a fee is charged so an invoice needs to be created, so the invoic...

From customer "Please bring this to the product development team again. I requested this over a year ago and I think it is really valuable and important and I don't think it requires much programming on your end. Please see my attached job scre...