• Votes

    4

    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

    2

    Employee phone number in Work Order

    Please add the employee phone number from the payroll table into the drop down list of installers on a work order in the dispatch tab. This helps us to be able to have ...

  • Votes

    4

    -Update The Dispatch Board

    The service and dispatch are backward. The dispatch board (calendar) needs to be the starting point to a work order. By adding a client to the dispatch board (calendar) ...

  • Votes

    3

    Aggregate schedule and cashflow for jobs with multiple phases

    I am trying to run schedule and a cashflow report for a job with multiple phases. 1. "Import all tasks and phases into phase 0" - no cashflow report. 2. "Import all ...

  • Votes

    3

    Dispatch Board Display option

    We track our Jobs by Job number and Job Name. Please add this as a field to select to display on the dispatch board. Currently you can only select Client name. One ...

  • Votes

    9

    Integrate Scheduling Module and Dispatch Board

    Once you assign employees to tasks and jobs in the scheduling module, you should be able to export this information directly to the dispatch board so you can see employee ...

  • Votes

    2

    Schedule Resource Reports- Available Employees

    In the 10-1-3-31 Employee Resource report I cannot modify the report or add any additional filters. Either allow this report to be modified/customized or add a report ...

  • Votes

    7

    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

  • Votes

    7

    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

    2

    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

    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

    2

    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

    5

    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

    1

    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

    5

    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

    5

    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

    1

    More Scheduled Tasks (10-1-2) options and/or ability to make a custom ...

    We need to make a custom scheduled tasks report for daily use. There should be an option to show task that are going on that day, rather than only if it is starting on ...

  • Votes

    3

    How about adding a field in WO for changes

    We schedule our staff up to a month out and sometimes they get rescheduled. Many of our PM's have access, so we are not sure who changed a schedule and would like to ...

  • Votes

    2

    When setting up new Customers in 3-6 any notes saved should transfer ...

    The information on the details of the Customer should be in the Yellow note when setting them up and should transfer to the call in 11-2 when opening a call for that ...

  • Votes

    3

    7-5 Scheduled Reports Manager

    Accounting would love to have various scheduled reports sent out to project managers and service department managers on a weekly basis alerting them to subcontracts on ...