We would like to link our inbound calls from our Service Professionals to the jobs that they are calling on about. Especially when they are doing a post call but when we click from call, dispatch and open job the new way it doesn't link the call to t...
Hi everyone I was wondering if any of you are having any difficulty with project uploading plans? When you upload plans PDF into the job the techs can not see the plans until the job is completed and closed out. what is the best practice to upload pl...
We should be allowed to change the appointment reminder to like a 2 day notice instead of 24 hr notice. When we book calls in advance for like our Fall Maintenances customer will not remember to the T what day and time they have an appointment for. T...
I'm attempting to change the Estimate document to read as Agreement as opposed to Estimate. any suggestions
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 ...
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 ...
Tryin to find a quicker way to find WIPS. Does anyone have any suggestions
We are an irrigation company that utilizes prepaid memberships along with pay-per-service jobs based on where we are in the season, i.e. we are getting ready to start up systems. We are having an issue where a startup job, for example, is booked as a...
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...
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...
