All ideas

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.

CURRENT STATE: When you assign a technician to a job/appointment where his/her BU doesn't match the BU on the Job, Invoice, and Invoice Items, those BUs do not update and the tech BU no longer matches the BU on the Job, Invoice, and Invoice Items....

Description: What problem is the customer facing? Customer needs to be able to book multiple jobs from a single estimate, essentially creating a project direct from that estimate. Examples are when installing a tankless water heater where additio...

When an estimate is sold, the action of it being sold only appears on the job audit trail. The action of an estimate being sold does not appear on the opportunity audit trail or the project audit trail. This is a major issue for customers who use ...

Issue Currently, a job can have a Lead Generated By and Lead Generated From, without actually being marked as a Lead job. Steps to Reproduce 1. From the job screen, click the edit pencil 2. Select "Lead from another job" 3. Select "Lead Generated ...

Not all actions taken on an invoice are included in the job's audit trail, such as sold hours being edited on a task. All actions of edits, additions, deletions for anything on an invoice should be included in the audit trail (user and timestamp)....

Create a permission for techs to be able to complete a job with other open/incomplete appointments associated with it. This is a safeguard so techs don’t inadvertently complete out future appointments that are assigned to different techs on differ...

Currently, are there no configs that would allow you to set Arrival Windows by Date Range Tenants may be able to benefit from the ability to set Arrival windows by date range (EX: Tuesday - Wednesday, Friday - Monday) vs. the current ability to se...

Description: When a user marks a job as a warranty or a recall job, the job audit trail currently says the same thing as when a lead is generated from the job. The job audit trail currently says "Sam Smith set the job generated from Job 1234" reg...

I have a new tenant that recently uploaded a lot of .avi videos to various jobs from the office side. The files seemed to have uploaded and saved and so the tenant deleted a bunch of these files off of their PC. They then went to view the files at...