All ideas

Problem - CSRs will not add information into the "Special Instructions" field on a Job Appointment causing inefficiencies. In ST-65 requiring the Job Summary field on the booking was added, they'd like to see Special Instrutions also able to be re...

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...

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.

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...

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

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 ...

Issue: Want an alert when a tag is applied to a job. Customers use tags to log the Jobs as "REVIEWED" during scrutinous Invoice reviewing for their team member to review and export over to QBD. Also New Markets customer use tags to manage their hu...

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...

Customer uses DOT certified tags, because of state requirements. Wants the ability to set up a tags used alert for CSR's to prioritize job bookings.

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...