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Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on Aug 9, 2021

Ability to Hide Specific Attachments from Mobile

Problem: The office uploads a contract as an attachment to a job but they don't want technicians to see the contract for various reasons. The technician permission "View Job Attachments" lets techs see all job attachments or no job attachments. Right now they have to delete the attachment when a technician is dispatched or upload the attachment to a different area of the system which is inefficient.

Solution: Make a setting that allows the office to select specific attachments per job to "hide from mobile/hide from technicians."

Benefit/Value: All companies would benefit who require contracts with their customers. Contracts include sensitive information that technicians should not have access to. This would provide efficiency and solve a business need for our customers.

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