Mobile

Resolved! Making A Form Mandatory

Hi Ya'll! We are running into a bit of a problem trying to have the techs fill out an HVAC checklist form when they are on an install job. We put a trigger on it for “when close out button is tapped” but it still allows them to fill out later and the...

Automating Adding Sub-Items to Items on an Invoice

Is there a way to automate the addition of sub-items to items on the ST Mobile invoice tab? Our inventory/job costing system has different categories for different material types (ie: electric, plumbing, gas, sheet metal, etc). These materials are al...

Limited information in Mobile without opening jobs

The information a technician sees in mobile without actually opening a job is very limited. We should be able to configure this information in a way that works for our individual shops, and add custom fields if needed. Please vote for these in ideas!...

Tech work schedules

Would like techs to have visibility in their assigned work and on-call schedule for period of time (2-4 weeks). Not job or non-job assignments, but work schedule. Since tech shifts are already created and visible for admins, would like that same visi...

Events - Tech unable to see if TIMESHEET not checked!

With the newest update, there was a checkbox for "Needs a timesheet?" added to the new event settings. We use 1call dispatching, so our techs can only see one job at a time. With this we use events to let staff know if they need parts for a later rep...

Proposal Templates

Can we please get categories for our proposal templates? It would make it soooo much easier for our Techs to find.

Resolved! Removal of signature required when charging card on file

When our techs go out to a tenant/landlord job and there is a card on file, a signature is required even if the landlord is not present. Is there a way the tech can charge the card on file upon completion without a signature? Or use the authorization...

Booking a job for multiple techs in mobile needed

When We book a job in the mobile app, it only allows us to book the job for ourselves.Often we will have a tech with a helper and if the tech picks up an extra call they can only book it for themselves and not for the helper that is riding with them....

Materials button needed

When in mobile, there's a task button but often we need to add materials to jobs, like 90% of our jobs.The extra step to go into the actions drop down to select the materials button is cumbersome. adding materials isn't exactly an action, no more so ...

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Posts

Resolved! Making A Form Mandatory

Automating Adding Sub-Items to Items on an Invoice

Limited information in Mobile without opening jobs

Tech work schedules

Events - Tech unable to see if TIMESHEET not checked!

Proposal Templates

Resolved! Removal of signature required when charging card on file

Booking a job for multiple techs in mobile needed

Materials button needed

Tags

Add-on Material on Mobile

Allocating Material Faster

Missed Meal Break Stopping Clock Out

How do you track technician hours when they are wo...

please vote this up for techs to be able to create...

Forms Disappearing

Photos downloaded to wrong job

Time on Service Jobs

How do I put together the Mobile Handbook printabl...

Tech Issues with Dashboard