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Make Work Order ToDos Based on Customer

Be able to set up what ToDos show up specifically for the Customer instead of just the Work order type (i.e. If I have a Work order type "Install" and I have 4 ToDos that show automatically with that type, that is great, but if I have a specific c...
Guest 12 months ago in Settings 0 Not Reviewed

Auto Add Photo

Be able to automatically add a photo to a work order every time like you can with todo tasks instead of having to add the photo into it every time yourself
Guest 12 months ago in Settings 0 Not Reviewed

Mass job completion

It would be hugely beneficial to be able to close jobs with standardized selections en masse.
Guest almost 2 years ago in  1 Not Reviewed

Prevent Crew Pay Approval if No Members on Crew

We implement a validation feature that prevents crew pay approval under the following conditions? No members are assigned to the crew, and If the assigned members do not have Payroll IDs.
Sam Knight 12 months ago in Project Management & Scheduling 0 Not Reviewed

Text color change in WO tab in Job Folder (based on Statuses)

Would like to see the same text color visible in the Job folder that we see on Scheduling screens. Would be visually consistent with calendar and assignment views and allow me to see the status of a WO without opening it or going back to a Schedul...
Brenda Damon about 1 year ago in Project Management & Scheduling 0 Not Reviewed

Adding notes to Work Order from multiple screens

Would like to add notes to a WO from within the Job folder WO tab from the calendar or any scheduling view.
Brenda Damon about 1 year ago in Project Management & Scheduling 0 Not Reviewed

Prevent Potential Double Payment for Work Orders

When a work order is completed, and pay is approved and posted, creating and completing another work order of the same type for the same job causes the contract price to reach its maximum. This behavior presents a risk of double payment for the wo...
Torvis Wesley about 1 year ago in Estimating 0 Not Reviewed

add lines to work orders so that the plumbers have space to write infomation

It will be useful when the plumber is on site he can write what the issues are on the lines. Right now it's a blank space.
Guest about 1 year ago in Project Management & Scheduling 0 Not Reviewed

Ability to use formatted text in notes section

Allow formatted, HTML text in notes section to allow more color options, hyperlinks, bullets, etc. Do this for job notes and work order notes (allows us to hyperlink other systems).
Andrew Detlefs about 1 year ago in Builder Orders 0 Not Reviewed

A permission is added that would limit a user's ability to only upload photos to open work orders

An option like this would ve very useful, because right now once the work order is completed, it generates a lot of complications if users are going back to it to add more pictures, generateing confusion, internal issues, etc.
Guest about 1 year ago in Settings 0 Not Reviewed