We are now able to use the Data Import tool which is great. However, if we were able to first export the data from each module, it would make the process of bulk updating much easier.
When adding specific assets to jobs, make it so certain preselected parts or services can be added with the asset. Such as a maintenance fee or other product/services.
This can be done through...
Allow adding jobs to projects, or allow creating projects from the mobile device. Sometimes creating projects in the field or adding a job to a project in the field is helpful
Allow phases that are created in project to be updated automatically when certain criteria is met. This way you can create a phase for completed jobs and they can automatically be moved to the...
There is no way to show the SERVICE ADDRESS on templates. This should be added so notifications, quotes and invoices can show the service address along with the customer information. This needed...
It would expedite editing of job fields if each field was editable in the pop up of the job to the right of the screen. Instead of having to go into the full details of the job, which pulls up...