Invoicing
Is there a setting that can be applied to each job that a tech has to upload site photos before closing out and dispatch to the next job?
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Taking Payments in field
Our technicians are struggling with the credit card scanner on their phone/tablet (when they are taking payment and there is the photo option in the payment screen. - Many credit cards are black, and the techs are experiencing issues being able to ta...
Attaching inbound calls to Client Jobs
We would like to link our inbound calls from our Service Professionals to the jobs that they are calling on about. Especially when they are doing a post call but when we click from call, dispatch and open job the new way it doesn't link the call to t...
PDF Files uploading to Projects
Hi everyone I was wondering if any of you are having any difficulty with project uploading plans? When you upload plans PDF into the job the techs can not see the plans until the job is completed and closed out. what is the best practice to upload pl...
Being allowed to change the appointment reminder to longer than a 24hr notice
We should be allowed to change the appointment reminder to like a 2 day notice instead of 24 hr notice. When we book calls in advance for like our Fall Maintenances customer will not remember to the T what day and time they have an appointment for. T...
Changing the estimate document default name of "Estimate" to something other
I'm attempting to change the Estimate document to read as Agreement as opposed to Estimate. any suggestions
Read-only access to tasks
When a user is granted permission to "Access all tasks and subtasks", they automatically get the ability to create, delete or modify tasks (including those tasks created by other users/departments) for jobs. Without this permission, users are unable ...
Non job events
i think it would be a great idea if we could control when the non-job events(blackouts) are visible to the techs. Sometimes they dont need to see what is there for 7 days in the future. they just need to know the day of. If it had an option on it to ...
Trying to get a quicker way of looking up my WIPS
Tryin to find a quicker way to find WIPS. Does anyone have any suggestions
Job Type Class - Does this give an error if you try to book a job in the same class?
We are an irrigation company that utilizes prepaid memberships along with pay-per-service jobs based on where we are in the season, i.e. we are getting ready to start up systems. We are having an issue where a startup job, for example, is booked as a...
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Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 07-23-2024 07:01 AM | ||
| 06-19-2024 10:04 AM | ||
| 06-04-2024 08:50 AM | ||
| 02-02-2024 05:22 AM | ||
| 01-23-2024 08:11 AM |
