When you assign a team to a job, all the users become assigned. If you change your mind, there is no way to unassign multiple or all users at once. Instead you have to go through each user and...
Customizable statuses
- Transfer Orders are limited to "Draft," "In-Transit," and "Complete." Please allow for for customized statuses.
Checklists
- Allow for Transfer Order status updates to...
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...
The ability to apply multiple pricelists or being able to split pricelists from service and parts. Some services shouldn't be tied to the same pricelist markup as products. Yes you can individually...
It would be great to be able to place fields like "Service Tasks," "Job Description," or any custom fields, in the order that the admin feels they should be seen. It would be even better to be able...
Allow for product/part locations to associate to Service Territories.
Allow for customers within Service Territories to act as "child locations," enabling stock to be held at customer sites.
As an admin, I want to declutter my email templates section while not deleting the email template in case we want to reactivate at a certain time of year.
As a Field technitian I'd love to be able to see what service tasks need to be performed on the day in order to plan effectively. Almost marrying it to a to-do section or notes for myself based on...