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Job Planning & Management Ideas Portal
Status Shipped
Created by Guest
Created on Feb 27, 2019

To have a message asking are you sure you want to perform work now or perform work later to verify response

From a sales specific side where techs are completing or installing work later. When techs are selling a job, before you complete the order, there is a pop up that comes up asking if you’d like to perform the work now or later. What has been experienced with the sales team is if they accidentally hit the wrong option in mobile, they can’t go back and correct it which makes it challenging or at least more effort to simply go back and correct the mistake.
To have the possibility or option to have warning pop up after you’ve selected do work now or later that’s states the following....

“You’ve selected do work now, are you sure you’re ready to do the work right now? once confirmed you cannot undo on mobile”.

“You’ve selected to do the work at a later date, are you sure?”

Most folks get trigger fingers in the field and this would be a huge help to prevent mistakes. Especially for sales specialists.

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  • Admin
    Areni Mahdessian
    Reply
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    Apr 4, 2019

    Yes @will manning. I've asked a few people to start working on draft language to circulate around for feedback. 

  • Guest
    Reply
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    Apr 4, 2019

    While we're at it can we change the wording as well? Something more like "Do work today" vs "Do work another day" 

  • +1
1 MERGED

"Perform Work Now" Functionality on Office Side

Merged
As of right now, if a technician sells an estimate and hits "perform work later", there is no way on the office side to change this to "perform work now". This would be useful because many times "perform work later" is accidentally hit or tech end...
Guest almost 6 years ago in  0 Shipped
4 MERGED

Add a confirmation pop up when tech click on "Perform Work Now"

Merged
Request is to add a "are you sure" pop up confirmation that technician need to click on when they choose "Perform Work Now". This will provide technicians an opportunity to change their mind if they accidentally chose "Perform Work Now" when they ...
Guest almost 6 years ago in  0 Shipped