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Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on Dec 23, 2020

Add a filter/search for Location while adding a Project from the Call Screen

Problem: Customer has several pages of Locations for a commercial builder, i.e. 73 locations under a single customer. They have to keep clicking the "Next" button until they find the appropriate Location, when adding a project from the Call Screen.

Solution: Having the ability to filter the locations, like you do for booking a job on the call screen, would save them a lot of time creating the project, especially for Locations that fall towards the end of the alphabet.

Impact: This is a huge time sink for creating projects, even with smaller shops in construction. I'm sure this would be an even bigger issue with enterprise shops.

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