• Votes

    3

    Block holidays when scheduling

    Can you prevent scheduling a technician on a holiday when in 11-2? Perhaps use the company calendar.
  • 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

    14

    a fix to the dispatch board.

    A workorder that is not completed but employee has gone out on job, I would like it to show up on the dispatch board as unassigned so that anyone can go out on it. I need ...
  • Votes

    10

    Show completion percentage on schedule

    I need to show my clients on a regular basis how complete each task is. We typically have a job site meeting every 2 weeks and at that meeting I present an adjusted ...
  • Votes

    14

    Make the Dispatch Board in a month view

    It would be nice to see upcoming work further than 1 week. Also most of my customers are trying to schedule out a week to two weeks out, is a real pain on this system. I ...
  • Votes

    7

    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

    10

    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

    9

    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

    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

    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

    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 ...
  • 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 ...
  • 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

    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) ...
  • 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

    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 ...