asvchesa
New Contributor III
since ‎03-02-2018
‎08-03-2024

User Statistics

  • 36 Posts
  • 0 Solutions
  • 3 Kudos given
  • 61 Kudos received

User Activity

We need to introduce a system that allows us to distinguish between "OFFICE" and "FIELD" email and phone contacts within the commercial and industrial sectors.In these sectors, certain contacts, such as the Accounting Department or the Purchasing Dep...
Is there no way to add equipment to a Booked Job once it has been booked?It is super easy to forget to add the equipment. We should be able to Edit the job if we do forget, or if we are waiting to hear which piece of equipment it is.
Can the customers access their accounts from the customer portal? Can they see a history of work done? Pictures? If not, is there a way for the customers to access their accounts to see such things?
Under "Scheduled Appointments"It seems it would be best if the "Scheduled Appointment" order was reversed.We have an ongoing job which currently has 59 Appointments booked.This job will end with approx. 150 Appointments.It certainly seems it would be...