Have the ability to merge organizations together. Sometime we have duplicates and we manually have to update all the jobs on the dupe before we can delete it rather than merging.
Because we have an...
It would be helpful if users could indicate, directly within the current job’s inspection form or checklist, which parts will be required for the customer’s upcoming scheduled visit. This would...
To be able to assign different users to reoccurring jobs - sometimes we have staff on AL/sick and we dont always want the same person attending a job - to be able to assign staff based on a date...
'Locations' created within the settings would then be accessible within the account holders main area. Only users/teams who are granted access to specific locations within the settings would be able...
I want to be able to add a line item from the job that updates parts/services. Currently, if a line item is not in inventory, I can only add a custom line item which doesn't update the inventory. I...
The ability to quickly change the customer against a recurring job, for whatever reason customer left the busness or moved to a different department, at the moment there is no way to quickly amend to...
The ablility for the FE to pull a summary of parts/products needed for the days jobs from the app instead of having to go into each job and finding out what they need.
The ability to create templates similar to job categories but for quotes that can prefill the description field to outline the scope included, instead of having to create from scratch each time.
It would be helpful if techs could tag orgs/customers/properties as favorites. we have lots of techs that go to the same 2-3 stops everyday and a favorites tab in the clients module would make them...