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Clone User Type

I'd like the ability to clone a user type. Instead of starting from scratch each time I need a user with different permissions, I'd like to clone a user type with similar permissions and make updates form there. This will save me time.
Jordan Douthit about 1 year ago in Settings 0 Under Review

Clone checked off statuses when cloning a work order on a job.

We would like to be able to clone a work order on a job, and the clone have the same statuses checked off as the original.
Guest about 1 year ago in Project Management & Scheduling 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 about 1 year ago in Settings 0 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 about 1 year 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

Orderer export and import

No description provided
Chris Jensen over 2 years ago in  0 Accepted Into Roadmap Backlog

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