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Project Management & Scheduling

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Talked to Todd - under scheduling crew schedule, if i click on the print function - the PDF printout does not match the Excel print out.

The PDF (printer icon) should mirror the excel print out (icon to right of printer icon). The Excel version never changes, no matter which categories i click (show take off, print consolidated, etc). The PDF version is reflecting what i choose. Co...
Guest about 1 month ago in Project Management & Scheduling 0 Not Reviewed

I need the jobs to sort on the scheduling (assignments) page by community and then address bc it takes a long time to sort manually for 18 vendors each day.

Our vendors are complaining that its confusing to look at b/c we will have mutliple tasks set up on the same job for the same day, but there might be 10 addresses between those two jobs. Its just confusing to look at. I"m having similar issue when...
Guest about 1 month ago in Project Management & Scheduling 1 Not Reviewed

Add Accounting Number filter and column to Timesheets report

Please add an Accounting Number filter and column to the Timesheets report. This would allow users to filter timesheet entries based on the accounting number assigned to the job, returning all time entries associated with that job. The accounting ...
Jordan Douthit about 1 month ago in Project Management & Scheduling 0 Under Review

Add link on Work Order Page to view related Crew Pay Report

Request to add a hyperlink on the Work Order page that opens the Crew Pay Report filtered to the selected work order. The link should only appear if the work order meets the existing criteria required for it to display in the Crew Pay Report. This...
Jordan Douthit about 1 month ago in Project Management & Scheduling 0 Under Review

Restrict Job Detail Permissions to Homeowner Contact Fields Only

We’d like to request a new user permission that restricts access to job detail updates. Specifically, we need a permission that allows users to only create or update the homeowner contact information fields (Full Name, Email, Phone, Cellphone, Fax...
Jordan Douthit about 1 month ago in Project Management & Scheduling / Settings 0 Under Review

Auto-confirmation emails

This request is two fold. Fist, we want use the auto-confirmation feature, but we do not want the builder to be able to reschedule the work. Could it be possible for the requested reschedule date to come in as a request but NOT to move the work on...
Jordan Douthit 5 months ago in Project Management & Scheduling 0 Not Reviewed

List work orders on Calendar by Community and/or other organization options

List work orders on Calendar by Community and/or other organization. It currently lists by Work Order Type, alphabetically and then by address/lot.
Todd Bryan about 1 month ago in Project Management & Scheduling 0 Not Reviewed

Mass reschedule

Ability to mass reschedule multiple work orders on the calendar. For example if there's a weather event and all work needs to be rescheduled from a Friday to Monday.
Jordan Douthit 5 months ago in Project Management & Scheduling 0 Not Reviewed

Day view on Scheduling Calendar

we'd like the ability to see workload for a day, as well as week and month.
Jordan Douthit 3 months ago in Project Management & Scheduling 0 Not Reviewed

Calendar View

it would be nice if the calendar looked into the future, particularly at the end of the month so you wouldn't have to click on the next month, you could just see it, like a rolling 4 week period. If you have to back date something, which would be ...
Guest 4 months ago in Project Management & Scheduling 0 Not Reviewed