Sage 100 Contractor: Latest in Scheduling

Votes
1

Scheduled Reports in Excel

Save or send emails for scheduled reports in EXCEL files.

Comments (0)

by: Amber F. | 14 days ago | Last activity 14 days ago | Status changed 14 days ago | Scheduling
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. ...

Comments (0)

by: Kim L. | about a month ago | Last activity about a month ago | Status changed about a month ago | Scheduling
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 ...

Comments (0)

by: Lisa P. | over a year ago | Last activity 10 months ago | Status changed over a year ago | Scheduling
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.

Comments (0)

by: Danika V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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 ...

Comments (0)

by: Frank W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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 ...

Comments (0)

by: Sherri G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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 ...

Comments (0)

by: Crystal W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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 ...

Comments (1)

by: Juli C. | over a year ago | Last activity 5 months ago | Status changed over a year ago | Scheduling
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.

Comments (0)

by: Rick S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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 ...

Comments (1)

by: David C. | over a year ago | Last activity 2 months ago | Status changed over a year ago | Scheduling
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 ...

Comments (0)

by: Sammy R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
Votes
6

-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) ...

Comments (0)

by: Kelly S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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 ...

Comments (0)

by: Carl T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
Votes
4

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 ...

Comments (0)

by: Debora L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
Votes
10

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 ...

Comments (2)

by: Travis F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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 ...

Comments (0)

by: Travis F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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

Comments (0)

by: Chris P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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 ...

Comments (0)

by: Jaden S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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 ...

Comments (0)

by: Jennifer H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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 ...

Comments (0)

by: Richard K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling

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