• Votes

    1

    PDF Attachment Option when Emailing Techs Directly from the Dispatch ...

    Include the work orders as an attachment when emailing technicians directly from the dispatch board. This option is available when emailing from the work order itself, ...
  • Votes

    5

    Scheduled Reports in Excel

    Save or send emails for scheduled reports in EXCEL files.
  • Votes

    1

    Adding Service Area tab as a column on Dispatch

    There are two areas on top of each work order that are color coded that show on each work order on the dispatch board. First is priority and the other is service area. ...
  • Votes

    11

    Be able to dispatch from a Job # not just a WO#.

    Currently you can only dispatch from a WO #. We use job numbers very frequently for all ongoing projects. It would be nice to not create another # that could ...
  • Votes

    8

    We need more than 8 choices for "Priority" in the 11-2 Dispatch tab.

    We are a Service Company with over 50 techs and need more than the maximum of 8 "Priorities" to segregate the calls for the dispatchers. Why is there a limit on the ...
  • Votes

    4

    In 10-3, allow tasks to be Grouped and Hidden.

    In 10-3, allow tasks to be grouped and hidden so a task like "invoice" could be hidden (kept internal) but a pdf of the schedule could be shared with a customer.
  • Votes

    5

    11-2 scheduled date should not be required

    On 11-2, dispatch tab, scheduled date is marked required and causes confusion, especially if the status is 6-quote. It would be better if the scheduled date was not ...
  • Votes

    6

    Add Dates in Dispatch Board on Top Row

    Hello - For Sage 100 Contractor, it would be immensely helpful to have the dates populate on the top row of the dispatch board in the week view vs just the names of the ...
  • Votes

    2

    update 10-3 schedule from POs AND Subcontracts

    Make the task in POs and Subcontracts link to the 10-3 schedule and either automatically update or automatically pop up option to udpate tthe schedule. The Subcontracts ...
  • Votes

    3

    Administrators should be Administrators

    As an administrator I can only see my scheduled reports. How can I administer a system when I don't have access to everything? When others have trouble running reports ...
  • Votes

    1

    10-3 - Use the same task more than once in a schedule

    The program does not currently allow you to use the same task twice in a schedule. This would save a lot of time and duplicate tasks if we could.
  • Votes

    9

    Dispatch Board / Work Order Screen

    We need to have more options in the 11-2 under status example: when the work order is created it stays wok order, but once the tech completes the work there is nothing to ...
  • Votes

    9

    add a pop up when we enter a customer to schedule service to allow us ...

    we would like to be able to add a pop up when we enter a customer to schedule service specifically to let our dispatchers know if we have an issue with servicing this ...
  • Votes

    2

    In 3-6 Receivable Clients, Service Work Orders: Instead of having a ...

    In 3-6 Receivable Clients, Service Work Orders: Instead of having a "blank Invoice Date" column, it would be extremely beneficial to have it titled "DUE DATE" and ...
  • Votes

    8

    11-3 Dispatch Board: Able to see the APPT TIME on the board

    It would be extremely beneficial to see the Appointment time in the dispatch board so we are more efficient in keeping the appointments scheduled properly. Other than ...
  • Votes

    3

    Create the ability to hide cost codes from users when entering hours ...

    Cost codes can be hidden when time is entered in via assignments - however, Cost Codes cannot be hidden when entering in hours via Labor. This is not good - because then ...
  • Votes

    6

    Schedule conflict alert

    It would be nice to have an alert/warning that comes up whenever you try to overbook Employees, Equipment and subcontractors in the scheduling module. Something similar ...
  • Votes

    4

    Note Pad

    It would be nice to have one more note pad. When using SSO Mobile App we have the blues notes that show up on the service report and then the yellow notes that show up on ...
  • Votes

    8

    Double Click on a Work Order to open it on Dispatch Board!

    When on the dispatch board - being able to just double click on a work order to open it would be AMAZING!! Rather than having to right click and 'Go to work order' - it ...
  • Votes

    9

    notification of double booking from 11-2 dispatch tab

    a pop up notification to let you know a tech already has a job scheduled when you are entering the scheduled time from the grid in the dispatch tab