We have a Customer with MANY locations - really would be nice to NOT have every pic we take post to the PHOTOS & VIDEOS section of both the Customer page and Location/Job page. Is there a way to only have the pics for the location be saved ONLY to locati
Is there a way to create an estimate without the need to book, dispatch & arrive? For example, while at a client property, another prospective client comes over to tech and asks for a price... Should have a quick and east method of quoting.
How did everyone implement tablets to their techs? We're rolling out next week with tablets and was planning on doing a quick over view of how its going to work. How did you guys start and what issues were you running into when the techs were using them?
Is there a way to see if our technicians are using the swiper is being used or if it is manually swiped?
Can we add a second number to the service tech mobile number? Reason is: The technicians carry both a cell phone and a tablet. They may leave the tablet in the truck at times but they always carry their cell phone.
If there is a default Diagnostic charge set up can a technician delete or change the cost of the charge?
When a tech adds a task into an estimate or invoice, how do we allow the technicians to see the labor involved per task? Is this a possible permission or a feature that can be added in the future?
It would be super helpful for technicians to be able to delete equipment that no longer exists in a home. Sometimes the techs forget to notify the office that equipment has been replaced.
I'm looking for Best Practices for updating a Location Record from the field. A location's attributes can change in between visits. The mobile app doesn't allow for updating the location record in the field. How are others getting the data updated?
