Job Planning & Management Ideas Portal
What problem is the customer facing?
When doing a Construction Project, the Billing Address on the Project is for a Restoration / Insurance Company and not the Homeowner. The Location is tied to the Homeowner, and there's no way to adjust the Billing Address on the Project. You can go in and change it on the Individual Jobs, but if you're going to build an invoice attached to the project there is no way to set that to the correct Billing Address.
Example: Company "Pearson and Daughter Construction" has a Homeowner "Brandon" who owns a house at 123 Main Street. So Customer Brandon has one location "123 Main street". Some damage is caused at this house, and the repair work is being done by a Restoration company named "Spangler Restoration". Spangler Restoration contracts "Pearson and Daughter Construction" to do the HVAC, Electrical and Plumbing work on location "123 Main Street" with the billing be set to Spangler Restoration. Since the Location "123 Main Street" is tied to Customer "Brandon" when the Project is created, the Billing Address on the Project is set to "Brandon" and there is no way to change this to Spangler Restoration, which is who "Pearson and Daughter Construction" needs to send the Bill.
Why is it useful?
This needs to be changed so that it's possible for our Tenants to properly bill (and receive payment) for work done for a Restoration Company when they already have the homeowner in the system. The only other way to solve this problem is to change the Customer on the Location to the Restoration Company for the one project, and then move it back to the Homeowners Customer after it's done, but this is not manageable and will inevitable cause human error and mistakes.
Many Construction Companies are required to have very specific information on their Invoices in order to get paid. For example, they may need the Job Number and PO Number generated by the Restoration/Contractor as well as requiring the Project Manager at the Restoration/Contractor company to be on the Bill To. With the inability to edit the Billing Address on the Project Level, a tenant will NOT be able to use the Project feature to track these actual Projects.
Who would benefit from it?
Construction/Restoration Companies.
Do you have a recommended solution?
When you click the Edit Button on the Project Page, give us the ability to re-assign the Customer, just like we can do at the Job Level. When Adding Jobs or Invoices, respect the Customer and Location that are set at the Project level and always use those.
