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Votes
3
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 ...by: Kim G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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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 ...by: Robin S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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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 ...by: Matt P. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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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.by: Rick S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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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 ...by: Juli C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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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 ...by: Crystal W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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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 ...by: Sherri G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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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 ...by: Frank W. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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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.by: Danika V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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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 ...by: Lisa P. | over a year ago | Last activity over a year ago | Status changed 8 months ago | Scheduling
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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. ...by: Kim L. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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Votes
5
Scheduled Reports in Excel
Save or send emails for scheduled reports in EXCEL files.by: Amber F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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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, ...by: Cassie S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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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 ...by: Jennifer H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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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 ...by: Jaden S. | over a year ago | Last activity over a year ago | Status changed 8 months ago | Scheduling
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Votes
6
Import description from take off to schedule
You should be able to import the descriptions used in the take off directly to the schedule. I know that the schedule is build off task lists, but you should be able to ...by: John A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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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 ...by: Kenneth H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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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 ...by: Bobbie Jo F. | over a year ago | Last activity over a year ago | Status changed 8 months ago | Scheduling
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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 ...by: Bobbie Jo F. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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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 ...by: Steven K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Scheduling
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