I assign multiple technicians to each job. It would be very helpful if a technician starts working on a job.... if it would display "Joe is currently working on this job". As of 2/1/2022 it only displays if the job has been "paused". It does not indi...
When in old location and looking for invoice summary information there was an information icon to view this details.Now with the new version when you need to view invoice summary you need to click on job number then open the invoice.Makes it a long p...
Hello, I'm currently running into an issue where we're trying to book a service job that may be 2 weeks out (we do water feature maintenance). We would grab the materials that are needed that morning, like let's say a replacement pump, however we're ...
Can we do password protected Job notes?? I often collect customers personal information and sometimes finance account numbers. I currently have to hold information in a separate file on my computer.
What do I do if a tech applied a payment to the wrong customer
We are in the restoration industry and a requirement to get paid for insurance paid jobs is to keep track of progress as things dry out. That means that we need to stop by multiple ongoing jobs and grab reading from equipment and record in a form. To...
I have a tech that pulled a po on a closed job. Is there a permission setting to not allow this?
Loving you can see the summary for the job summary notes. Would love to be able to see the invoice notes for work / task preformed while onsite the same way.
With the newest update I am no longer able to look at my techs invoice summaries at a quick glance. I am referring to the location page "Jobs". On the previous version I could hover over and read invoice summary without opening that job. So I could r...
Not sure if this is the place to request this, but it would be great if either the project overview page was updated, it was possible to customize the layout, or generate a one-pager report.Ultimately what I'm looking to do is to have information tha...
