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Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on May 29, 2019

Online estimates if signed while job still in "working" status can prompt "perform work now"

Description: What problem is the customer facing?

They have many instances where they send the online estimate for approval to the owner who is not at the location (vacation home, spouse not there at time of inspection etc.) so when they send the estimates and they sign it online, then the office has to book out a second job even if they are still there to perform the work.

 

Why is it useful?

Then all the data is on one job, all the pictures and techs notes. This saves all the extra time the office has to spend rescheduling jobs. 

 

Who would benefit from it?

Any tenant using online estimates who needs them signed while the tech is still there in the field.

 

What value does it provide the business?

It eliminates the office having to reschedule the job, keeping all the control with the technician.

 

Do you have a recommended solution?

If the job is still open when the estimate is signed to prompt a pop up (like when the estimate is signed through the mobile app) saying perform work now or later.

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