Posts

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 ...

Adding Tags Retroactively

I think it would be a good idea to have new tags be added to retroactive jobs. For example, I am making a tag to add to our furnace repairs to label them as a buy back opportunity in the future. It would be nice if this tag applied to all of the furn...

chrisvoll by New Contributor
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New design for customer profile

Right now on the new design of the customer profile if you are looking at the job section, it is only showing the technicians picture rather than the text of their name. Wondering if there could be an update to change this back to text as the picture...

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lizharri by New Contributor
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Technician follow up

Hello, we are wondering the best practice for when a technician has completed a job and a customer calls back and wants to ask the tech a question about an estimate/invoice. We have been creating an additional apt stating "Please call customer regard...

inf8380 by New Contributor II
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  • 2 replies
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Changing the position "Delete Selected" After Clicking Select All

Has anyone else ever accidentally clicked "Select All" and has a moment of dread as you see you mouse automatically be over "Delete Selected"? It would be nice to change the order so we aren't in danger of double clicking and deleting all the photos ...

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normdell by New Contributor
  • 753 Views
  • 1 replies
  • 1 kudos