Occasionally we have technicians mark a job as "Completed" when they
should have marked it "Done for now"Is there anyway to change the status
from "Completed" to "Done for now"?
There should be a delete option for when you create an estimate you can
delete it.For example, if you select the wrong customer and start to
create an estimate. The solution would be to delete it.Or if you start
to create an estimate that is no longe...
Hello,I was wondering if anyone else was curious about triggering alerts
on forms for questions or items in the form if it is filled out. To
better explain I have created a Happy Call form that my CSR fill out
when we do happy calls to customers abou...
Currently a mobile side user can enter notes and then select from a drop
down the area they want the notes to go - Job, Customer or Location.
However, Only 1 selection is allowed.Please make it available for mobile
side users to choose all 3 or a com...
Looking for some fun and creative Job Ads. We all know that people
coming out of the trades is minimal today. It's becoming harder and
harder to find people. What ideas for being creative have worked for
you? How do you attract people when there are ...
When a job is booked, we take the materials and put it on tech's shelf
and then they go ahead and put it on there truck. How do other companies
verify the material has then gone into the techs truck? Is there a tag
you create?
We currently have triggers on most if not all our job types to make
techs fill out before completing a job, however we are noticing that our
techs can bypass this or the forms are not populating. I am also
noticing that when they do get a form the mo...
We are having a problem with techs being able to properly charge
material to a job via the mobile ap. What’s happening starts with how we
build service tasks. When we build these, we try to include the
equipment and materials normally required to com...
When I am batching a recall job, I am also confirming that dispatch
opened the job properly and added the recall in the edit screen. I may
also need to refer back to the original tech notes to see if this is
really defined as a recall (Is this a tech...
Having a column for follow up notes that have been logged for an unsold
estimate would be super helpful. Kind of like the follow up notes that
recurring service events .
