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Project Management & Scheduling

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Dashboard screen that shows Main customers and then can open to communities and then jobs

Home screen showing all customers. Ability to click on the customer to show all communities. Ability to click a community and shows all jobs. All jobs show the most recent work order status. Spoke with Todd about the idea today during our weekly call
Guest 8 months ago in Project Management & Scheduling 1 Already Exists

Homepage Dashboard

No description provided
Sam Knight 9 months ago in Insights Reporting / Project Management & Scheduling 0 Not Reviewed

Add job status/progress field within Job Details

ability to see job progress from the job index page. The job status could be a job completion percentage based on the completed WIP work orders. Or the job status can be customizable from the types or extra type database
Jordan Douthit 9 months ago in Project Management & Scheduling 0 Not Reviewed

Customer View - Configuration Page

I want to be able to pre configure my customer view so that they all show the same basic details.
Sam Knight 10 months ago in Project Management & Scheduling 0 Not Reviewed

We would like to be able to add more line items when creating a new job, there are certain information about the job like how many baths are in that home that would be helpful to see in the job detail and would also help us when using the reports on insights.

I would like to be able to add more line items when creating a new job on job details that would also show up when I use the insights reports tool. There is certain information that would help to know about each job like how many baths it has etc.
Guest 10 months ago in Project Management & Scheduling 0 Not Reviewed

Integrate USPS for Address Creation

That way it auto suggest addresses, and gives correct zip code
Sam Knight 10 months ago in Project Management & Scheduling 0 Not Reviewed

Inactivate Orderers

Just like you can customers
Sam Knight 10 months ago in Project Management & Scheduling 0 Not Reviewed

Schedule trigger on estimated completion

We want the estimated completion date to trigger the next task as per our estimated completion date
Guest 10 months ago in Project Management & Scheduling 0 Not Reviewed

Calendar View changes

Make calendar more useful for scheduling.
Guest 10 months ago in Project Management & Scheduling 0 Not Reviewed

auto schedule additional work orders based off what is initially scheduled

We would like to auto schedule Rough QC's one week in advance to the Rough work order. Is there any way to make the Rough work order trigger the Rough QC one week in advance?
Guest 10 months ago in Project Management & Scheduling 0 Not Reviewed