All ideas

Description: What problem is the customer facing? Old logic for the managed technician guardrails PRE-appointments: Job must have managed technician timesheets for any jobs that have $ on the invoices. If it was connected to a project with $ then ...

Customer uses the search tool to identify open appointments that need to be scheduled. Completed jobs with "unused" appointments show in the search tool. Instead of identifying those appointments as scheduled, the search tool should have an option...

Issue We have some reporting surrounding Appointments in the Jobs report template, but there is a need for a report template dedicated specifically to the Appointments themselves. Potential Solution Create a report template based on Appointments. ...

Tenants frequently have many POs within larger projects, but POs can not be filtered on the current Project management page. If we could have the columns circled below to have a filter icon, much like how it would be in reporting, that would be ex...

We need a better way to mass-manage booked appointments within a Project in the event that a Project needs to pause or adjust its timeline (due to uncontrollable variables, ie. parts orders being delayed thus delaying work being performed). For ex...

I've gotten feedback from Enterprise operators that they have tried utilizing the Wrap Up Message but couldn't adopt because of the following challenges: 1) Need a clear way to alert the Dispatchers AND make sure one of the dispatchers takes owner...

What problem is the customer facing? Like the default Job Summary, customers may often want to ask specific questions, or collect certain data for only specific Job Types. While they can currently use the Summary for these question, there is no wa...

One of our premium tenants has requested that we add the functionality of custom fields on the call booking screen to the recall/warranty/leads flyout so their CSRs are prompted with those questions any time they book out a job.

What problem is the customer facing? Lack of PO visibility from the Job screen. The customer would like the ability to view PO statuses from the Job screen (doesn't want to have to click into the Invoice to view this). Why is it useful? When manag...

Many tenants using project tracking use it for just parts of their companies and don't want it on for 80% of their other projects. Having a toggle on the project level (similar to the retainage toggle that already exists) could allow them to use t...