Enhanced Text Message Reminders and Customer Reply Handling (2-way)
Summary: Refine the text message reminder system to target specific job statuses and improve the handling of customer replies (2-Way SMS). Description: Currently, text message reminders are sent out for all upcoming jobs, irrespective of their status (e.g., unassigned, not confirmed). The proposal is to enhance this system to ensure reminders can be sent based on specific job statuses. Additionally, there's a need to better manage customer replies to these messages, ensuring effective communication back to the team. New Contextual Information: Job Communication Based on Status: Introduce the ability for communication to be dependent on a job's 'status condition'. For instance, if a job is NOT CONFIRMED, then send a specific communication. Conversely, if the job IS CONFIRMED, refrain from sending that communication. Reply-Triggered Status Change: Allow job statuses to be changed based on customer replies. For example, a reply of "YES" from a customer could confirm a job. Enhanced 2-Way SMS: Implement a system where back-and-forth communication between the company and the customer is visible and stored as a record of communications in the job's history. Intended Outcome: Reduce unnecessary reminders by controlling the target audience based on job statuses. Enhance communication with customers by efficiently handling their replies to text messages. How Will It Work? Implement a filter in the reminder system to check job status (e.g., confirmed or not confirmed) before sending out a text reminder. For customer replies to text messages (2-Way SMS), ensure they are effectively communicated back to the team and recorded in the job's history. Original Submitted Idea: Text message reminders are currently triggered only for upcoming jobs, including those unassigned or not confirmed. The suggestion is to add a trigger for reminders to be sent only to upcoming confirmed jobs assigned to a user. There are also challenges with customers replying to messages, and a solution is needed to handle these replies effectively, such as receiving an email with the reply or creating a task.
Jamie Over 2 years ago
Medium Priority
Enhanced Text Message Reminders and Customer Reply Handling (2-way)
Summary: Refine the text message reminder system to target specific job statuses and improve the handling of customer replies (2-Way SMS). Description: Currently, text message reminders are sent out for all upcoming jobs, irrespective of their status (e.g., unassigned, not confirmed). The proposal is to enhance this system to ensure reminders can be sent based on specific job statuses. Additionally, there's a need to better manage customer replies to these messages, ensuring effective communication back to the team. New Contextual Information: Job Communication Based on Status: Introduce the ability for communication to be dependent on a job's 'status condition'. For instance, if a job is NOT CONFIRMED, then send a specific communication. Conversely, if the job IS CONFIRMED, refrain from sending that communication. Reply-Triggered Status Change: Allow job statuses to be changed based on customer replies. For example, a reply of "YES" from a customer could confirm a job. Enhanced 2-Way SMS: Implement a system where back-and-forth communication between the company and the customer is visible and stored as a record of communications in the job's history. Intended Outcome: Reduce unnecessary reminders by controlling the target audience based on job statuses. Enhance communication with customers by efficiently handling their replies to text messages. How Will It Work? Implement a filter in the reminder system to check job status (e.g., confirmed or not confirmed) before sending out a text reminder. For customer replies to text messages (2-Way SMS), ensure they are effectively communicated back to the team and recorded in the job's history. Original Submitted Idea: Text message reminders are currently triggered only for upcoming jobs, including those unassigned or not confirmed. The suggestion is to add a trigger for reminders to be sent only to upcoming confirmed jobs assigned to a user. There are also challenges with customers replying to messages, and a solution is needed to handle these replies effectively, such as receiving an email with the reply or creating a task.
Jamie Over 2 years ago
Medium Priority
In Review
CRM: Pinned Notes on Customer Cards
Summary: The feature introduces a "Pinned Notes" function to the customer cards within the CRM. This tool will allow critical information or reminders from previous interactions to be highlighted and made immediately visible for future jobs. For example, a note about a customer having native bee hives would be pinned for technicians to see, ensuring important details are not missed. Intended Outcome: Streamlined access to important customer notes and information for every job. Improved service delivery by ensuring that technicians are aware of critical customer-related notes. Enhanced communication within teams by highlighting important information that impacts job execution.
Admin Termimesh CQ Almost 2 years ago
Jobs
In Review
CRM: Pinned Notes on Customer Cards
Summary: The feature introduces a "Pinned Notes" function to the customer cards within the CRM. This tool will allow critical information or reminders from previous interactions to be highlighted and made immediately visible for future jobs. For example, a note about a customer having native bee hives would be pinned for technicians to see, ensuring important details are not missed. Intended Outcome: Streamlined access to important customer notes and information for every job. Improved service delivery by ensuring that technicians are aware of critical customer-related notes. Enhanced communication within teams by highlighting important information that impacts job execution.
Admin Termimesh CQ Almost 2 years ago
Jobs
In Progress
Previous Submitted Forms in a Job
Overview: The proposed feature aims to enhance the user experience by providing visibility into previously submitted forms within a specific job. Detailed Request: Users have expressed the need to view forms that have been previously submitted within a particular job. This functionality would allow users to reference past submissions, compare data, and track the progress or changes made over time. How Should It Work: Within a specific job, introduce a section or tab labeled "Previous Submissions" or a similar name. In this section, list all the forms that have been submitted for that job in chronological order, with the most recent submission at the top. Allow users to click on a form to view its details, and possibly provide filtering or search options to quickly locate a specific submission. Ensure that the interface is user-friendly and that the data is presented in a clear and organized manner. Implication & Need: Being able to access and review previously submitted forms within a job can be invaluable for users. It offers a historical perspective, aids in decision-making, and ensures continuity in processes. Especially for jobs that have multiple submissions over time, this feature can provide clarity and reduce the need to search through archives or external sources.
Gabrielle Gillespie Over 2 years ago
Jobs
In Progress
Previous Submitted Forms in a Job
Overview: The proposed feature aims to enhance the user experience by providing visibility into previously submitted forms within a specific job. Detailed Request: Users have expressed the need to view forms that have been previously submitted within a particular job. This functionality would allow users to reference past submissions, compare data, and track the progress or changes made over time. How Should It Work: Within a specific job, introduce a section or tab labeled "Previous Submissions" or a similar name. In this section, list all the forms that have been submitted for that job in chronological order, with the most recent submission at the top. Allow users to click on a form to view its details, and possibly provide filtering or search options to quickly locate a specific submission. Ensure that the interface is user-friendly and that the data is presented in a clear and organized manner. Implication & Need: Being able to access and review previously submitted forms within a job can be invaluable for users. It offers a historical perspective, aids in decision-making, and ensures continuity in processes. Especially for jobs that have multiple submissions over time, this feature can provide clarity and reduce the need to search through archives or external sources.
Gabrielle Gillespie Over 2 years ago
Jobs
In Review
Scheduler Print Options
Desktop Portal - In the Scheduler Section To have the ability to Print (Printer or PDF) Daily Weekly Monthly View Job Snapshots
Keith Azzopardi Over 2 years ago
Jobs
In Review
Scheduler Print Options
Desktop Portal - In the Scheduler Section To have the ability to Print (Printer or PDF) Daily Weekly Monthly View Job Snapshots
Keith Azzopardi Over 2 years ago
Jobs
In Review
Ability to Add Multiple Instances of the Same Form in One Job Booking
Description: Provide the functionality to add the same form multiple times within a single job booking. This feature would be particularly beneficial for locations with multiple structures or units, such as Retirement Villages, Strata complexes, Schools, Caravan or Holiday parks, where each unit might require its own service, inspection, or pre-start report. User's Original Request: "Ability to add the same form multiple times in 1 job booking." Developer's Insight: The request highlights a significant workflow challenge for businesses that service multi-structure locations. By allowing multiple instances of the same form within a single job, we can streamline the data entry process, reduce redundancy, and enhance the efficiency of the "Common" pre-populate feature. Proposed Solution: Form Duplication: Enable users to add multiple instances of the same form within a single job booking. Form Differentiation: Introduce a mechanism to distinguish between different instances of the same form. This could be achieved by allowing users to amend each report title or by automatically appending a unique identifier to each form instance. Enhance "Common" Pre-populate Feature: With the ability to add multiple forms, the "Common" pre-populate feature becomes more effective, especially when units have similar construction characteristics.
Office DTS Over 2 years ago
Jobs
In Review
Ability to Add Multiple Instances of the Same Form in One Job Booking
Description: Provide the functionality to add the same form multiple times within a single job booking. This feature would be particularly beneficial for locations with multiple structures or units, such as Retirement Villages, Strata complexes, Schools, Caravan or Holiday parks, where each unit might require its own service, inspection, or pre-start report. User's Original Request: "Ability to add the same form multiple times in 1 job booking." Developer's Insight: The request highlights a significant workflow challenge for businesses that service multi-structure locations. By allowing multiple instances of the same form within a single job, we can streamline the data entry process, reduce redundancy, and enhance the efficiency of the "Common" pre-populate feature. Proposed Solution: Form Duplication: Enable users to add multiple instances of the same form within a single job booking. Form Differentiation: Introduce a mechanism to distinguish between different instances of the same form. This could be achieved by allowing users to amend each report title or by automatically appending a unique identifier to each form instance. Enhance "Common" Pre-populate Feature: With the ability to add multiple forms, the "Common" pre-populate feature becomes more effective, especially when units have similar construction characteristics.
Office DTS Over 2 years ago
Jobs
In Review
Unassigned/Pending Jobs in Scheduler
Overview: The proposed feature aims to enhance the scheduler's functionality by allowing the entry of unassigned or pending jobs without a specific date or time. This feature would be particularly beneficial for jobs that are not yet scheduled, such as pre-construction jobs. Detailed Request: Users have expressed the need for a dedicated section or mechanism within the scheduler where they can enter jobs that are yet to be assigned a specific date or time. Once the job details are finalized, users should be able to easily access these unassigned jobs and allocate them to the appropriate user and date. How Should It Work: Introduce a dedicated section or drop-down box in the scheduler labeled "Unassigned Jobs" or "Pending Jobs." Allow users to add jobs to this section without specifying a date or time. Provide an intuitive interface where users can view all unassigned jobs, edit details, and assign them to a user and date once the job is booked. Ensure that the unassigned jobs are clearly distinguishable from scheduled jobs to avoid confusion. Offer filtering or search options within the unassigned jobs section to quickly locate specific jobs. Implication & Need: Having a dedicated space for unassigned or pending jobs ensures that no job details are lost or overlooked. It provides a systematic approach to managing jobs that are in the pipeline but not yet scheduled. This feature can improve workflow efficiency, especially for businesses that deal with jobs that require advanced planning or have uncertain scheduling, like pre-construction tasks.
Admin Termimesh CQ Over 2 years ago
Enhancement
In Review
Unassigned/Pending Jobs in Scheduler
Overview: The proposed feature aims to enhance the scheduler's functionality by allowing the entry of unassigned or pending jobs without a specific date or time. This feature would be particularly beneficial for jobs that are not yet scheduled, such as pre-construction jobs. Detailed Request: Users have expressed the need for a dedicated section or mechanism within the scheduler where they can enter jobs that are yet to be assigned a specific date or time. Once the job details are finalized, users should be able to easily access these unassigned jobs and allocate them to the appropriate user and date. How Should It Work: Introduce a dedicated section or drop-down box in the scheduler labeled "Unassigned Jobs" or "Pending Jobs." Allow users to add jobs to this section without specifying a date or time. Provide an intuitive interface where users can view all unassigned jobs, edit details, and assign them to a user and date once the job is booked. Ensure that the unassigned jobs are clearly distinguishable from scheduled jobs to avoid confusion. Offer filtering or search options within the unassigned jobs section to quickly locate specific jobs. Implication & Need: Having a dedicated space for unassigned or pending jobs ensures that no job details are lost or overlooked. It provides a systematic approach to managing jobs that are in the pipeline but not yet scheduled. This feature can improve workflow efficiency, especially for businesses that deal with jobs that require advanced planning or have uncertain scheduling, like pre-construction tasks.
Admin Termimesh CQ Over 2 years ago
Enhancement
In Review
Creating Reminders from Job
Description: A user has highlighted the limitation in creating job-specific reminders. Currently, reminders linked to jobs are only generated if preset in the Job Type Template. For additional, custom reminders for a specific job, users must manually set them up via the Contact, which does not link or pull information from the Job, but only from the Contact. Details: Current Limitation: Inability to create job-specific reminders outside of the Job Type Template. Proposed Solution: Enable the creation of additional reminders directly from the Job interface. Specific Need: Often services fit multiple job types, but only one can be assigned, necessitating manual setup of reminders that lack job-based placeholders. Benefits: Flexibility: Allows for more tailored reminder setups for specific jobs. Efficiency: Reduces manual effort in setting up reminders and ensures relevant job information is included. Improved Functionality: Enhances the utility of reminders by linking them directly to job details.
Termite Solutions South Coast About 2 years ago
Jobs
In Review
Creating Reminders from Job
Description: A user has highlighted the limitation in creating job-specific reminders. Currently, reminders linked to jobs are only generated if preset in the Job Type Template. For additional, custom reminders for a specific job, users must manually set them up via the Contact, which does not link or pull information from the Job, but only from the Contact. Details: Current Limitation: Inability to create job-specific reminders outside of the Job Type Template. Proposed Solution: Enable the creation of additional reminders directly from the Job interface. Specific Need: Often services fit multiple job types, but only one can be assigned, necessitating manual setup of reminders that lack job-based placeholders. Benefits: Flexibility: Allows for more tailored reminder setups for specific jobs. Efficiency: Reduces manual effort in setting up reminders and ensures relevant job information is included. Improved Functionality: Enhances the utility of reminders by linking them directly to job details.
Termite Solutions South Coast About 2 years ago
Jobs
In Review
Scheduler: Integrated "Submitted Forms" Tab in Job Cards
cheduler: Integrated "Submitted Forms" Tab in Job Cards Summary: This proposal seeks to introduce a "Submitted Forms" tab directly within the Job Cards in the Scheduler module of the Formitize App. This feature aims to streamline the process of accessing a client's history and submitted forms without navigating away from the job at hand. Especially beneficial for industries like pest control, where understanding a client's service history is crucial for effective inspections or treatments, this integration would significantly enhance efficiency and ease of access to vital information. Intended Outcome: Immediate access to a client's submitted forms and history directly from the Job Card, eliminating the need to toggle between modules. Enhanced efficiency for field agents, as they can quickly review client history and submitted forms without interrupting their workflow. Improved service delivery by enabling field agents to tailor their approach based on a client's past submissions and service history. Check out this link as an example: https://photos.app.goo.gl/x52eGPjwR5ZXqguz5
Rob Boschma Almost 2 years ago
Jobs
In Review
Scheduler: Integrated "Submitted Forms" Tab in Job Cards
cheduler: Integrated "Submitted Forms" Tab in Job Cards Summary: This proposal seeks to introduce a "Submitted Forms" tab directly within the Job Cards in the Scheduler module of the Formitize App. This feature aims to streamline the process of accessing a client's history and submitted forms without navigating away from the job at hand. Especially beneficial for industries like pest control, where understanding a client's service history is crucial for effective inspections or treatments, this integration would significantly enhance efficiency and ease of access to vital information. Intended Outcome: Immediate access to a client's submitted forms and history directly from the Job Card, eliminating the need to toggle between modules. Enhanced efficiency for field agents, as they can quickly review client history and submitted forms without interrupting their workflow. Improved service delivery by enabling field agents to tailor their approach based on a client's past submissions and service history. Check out this link as an example: https://photos.app.goo.gl/x52eGPjwR5ZXqguz5
Rob Boschma Almost 2 years ago
Jobs
In Review
Multiple User Job Completion
Description: Introduce a feature that allows for flexible job completion among multiple assigned users. When the main user completes a job, it should have the option to complete it for all other users assigned to that job. This would mean that secondary users might not need to complete the forms associated with that job. User's Original Request:"When the main user completes the job it completes it for all other users assigned to job, and secondary users don't need to complete forms." Developer's Insight: Different companies have varied requirements when it comes to form completion. While some businesses might need every assigned user to complete all forms, others might prefer only one user to handle the form completion. Addressing this flexibility can enhance user experience and streamline job completion processes. Proposed Solution: Flexible Job Completion: Allow the main user to decide if completing a job also completes it for other assigned users. Optional Form Completion: Introduce settings that determine whether all assigned users need to complete the forms or if a single completion by the main user suffices. Customizable Workflow: Enable companies to customize their workflow based on their needs, choosing between mandatory form completion by all users or optional completion by secondary users.
Admin Termimesh CQ Over 2 years ago
Jobs
In Review
Multiple User Job Completion
Description: Introduce a feature that allows for flexible job completion among multiple assigned users. When the main user completes a job, it should have the option to complete it for all other users assigned to that job. This would mean that secondary users might not need to complete the forms associated with that job. User's Original Request:"When the main user completes the job it completes it for all other users assigned to job, and secondary users don't need to complete forms." Developer's Insight: Different companies have varied requirements when it comes to form completion. While some businesses might need every assigned user to complete all forms, others might prefer only one user to handle the form completion. Addressing this flexibility can enhance user experience and streamline job completion processes. Proposed Solution: Flexible Job Completion: Allow the main user to decide if completing a job also completes it for other assigned users. Optional Form Completion: Introduce settings that determine whether all assigned users need to complete the forms or if a single completion by the main user suffices. Customizable Workflow: Enable companies to customize their workflow based on their needs, choosing between mandatory form completion by all users or optional completion by secondary users.
Admin Termimesh CQ Over 2 years ago
Jobs
In Review
Enhanced Job Stages or Statuses
Description: Introduce a more comprehensive and accessible job status management system on the Web Portal. This will allow schedulers and other team members to have a clearer understanding of each job's progress and ensure more accurate record-keeping. User's Original Request: "Being able to manually set different Job Statuses from the Web Portal would be very beneficial to allowing our schedulers to see where we are at with each job. Currently, stages such as REJECTED and RESCHEDULED only seem to be available to App users. In our previous system, we had job stages such as NOT BOOKED, BOOKED, PAPERWORK RETURNED - visible from the Scheduler without needing to open the job. BOOKED allowed us to identify services discussed with the customer, versus NOT BOOKED for services due but not scheduled. We use "Assigned" as NOT BOOKED and note if the job is Booked. We use the Confirmed feature for customer confirmations. PAPERWORK RETURNED indicated office actions on reports. The "Completed" stage shows technician submissions, but no stage exists for office confirmations post-completion. We currently print a summary list for daily jobs and tick off office actions. There are additional stages for Forms, but not for Jobs." Developer's Insight: The request highlights the need for a more granular and accessible job status system within the Web Portal. The user's previous system had specific stages that provided clarity on the job's progress, from booking to office actions post-completion. Implementing a similar system in our platform would enhance user experience and streamline job management. Proposed Solution: Web Portal Job Statuses: Allow manual setting of various job statuses like REJECTED and RESCHEDULED from the Web Portal, not just the App. Visibility from Scheduler: Display job stages such as NOT BOOKED, BOOKED, and PAPERWORK RETURNED directly from the Scheduler without needing to open each job. Clarify Booking Statuses: Introduce distinct statuses for jobs discussed with customers (BOOKED) versus those due but not scheduled (NOT BOOKED). Post-Completion Status: After the "Completed" stage, introduce a status like PAPERWORK RETURNED to indicate office actions on reports and confirmations of any required actions post-completion.
Termite Solutions South Coast Over 2 years ago
Enhancement
In Review
Enhanced Job Stages or Statuses
Description: Introduce a more comprehensive and accessible job status management system on the Web Portal. This will allow schedulers and other team members to have a clearer understanding of each job's progress and ensure more accurate record-keeping. User's Original Request: "Being able to manually set different Job Statuses from the Web Portal would be very beneficial to allowing our schedulers to see where we are at with each job. Currently, stages such as REJECTED and RESCHEDULED only seem to be available to App users. In our previous system, we had job stages such as NOT BOOKED, BOOKED, PAPERWORK RETURNED - visible from the Scheduler without needing to open the job. BOOKED allowed us to identify services discussed with the customer, versus NOT BOOKED for services due but not scheduled. We use "Assigned" as NOT BOOKED and note if the job is Booked. We use the Confirmed feature for customer confirmations. PAPERWORK RETURNED indicated office actions on reports. The "Completed" stage shows technician submissions, but no stage exists for office confirmations post-completion. We currently print a summary list for daily jobs and tick off office actions. There are additional stages for Forms, but not for Jobs." Developer's Insight: The request highlights the need for a more granular and accessible job status system within the Web Portal. The user's previous system had specific stages that provided clarity on the job's progress, from booking to office actions post-completion. Implementing a similar system in our platform would enhance user experience and streamline job management. Proposed Solution: Web Portal Job Statuses: Allow manual setting of various job statuses like REJECTED and RESCHEDULED from the Web Portal, not just the App. Visibility from Scheduler: Display job stages such as NOT BOOKED, BOOKED, and PAPERWORK RETURNED directly from the Scheduler without needing to open each job. Clarify Booking Statuses: Introduce distinct statuses for jobs discussed with customers (BOOKED) versus those due but not scheduled (NOT BOOKED). Post-Completion Status: After the "Completed" stage, introduce a status like PAPERWORK RETURNED to indicate office actions on reports and confirmations of any required actions post-completion.
Termite Solutions South Coast Over 2 years ago
Enhancement
In Review
Display Job Date on Invoice
Description: Introduce the capability to display the job date on the invoice, similar to how the Job Number and Location are currently presented. This is essential as the Invoice Date and Job Date are not always identical. User's Original Request: "Being able to have the job date on the invoice, much like the Job Number and Location can currently be displayed. Our Invoice Date is not always the same as the Job Date." Developer's Insight: Incorporating the job date directly on the invoice provides clarity for both the business and the client. It ensures that there's no confusion between the date the job was performed and the date the invoice was generated. This distinction is crucial for businesses that may bill their services after the job has been completed. Proposed Solution: Job Date Integration: Introduce a dedicated section on the invoice that displays the job date. Positioning: Place the job date next to the Job ID Number and Location, as suggested by the user. Customization: Ensure that businesses have the flexibility to toggle the display of the job date on or off, depending on their preferences.
Termite Solutions South Coast Over 2 years ago
Accounts
In Review
Display Job Date on Invoice
Description: Introduce the capability to display the job date on the invoice, similar to how the Job Number and Location are currently presented. This is essential as the Invoice Date and Job Date are not always identical. User's Original Request: "Being able to have the job date on the invoice, much like the Job Number and Location can currently be displayed. Our Invoice Date is not always the same as the Job Date." Developer's Insight: Incorporating the job date directly on the invoice provides clarity for both the business and the client. It ensures that there's no confusion between the date the job was performed and the date the invoice was generated. This distinction is crucial for businesses that may bill their services after the job has been completed. Proposed Solution: Job Date Integration: Introduce a dedicated section on the invoice that displays the job date. Positioning: Place the job date next to the Job ID Number and Location, as suggested by the user. Customization: Ensure that businesses have the flexibility to toggle the display of the job date on or off, depending on their preferences.
Termite Solutions South Coast Over 2 years ago
Accounts
In Progress
Recurring Job Management Enhancements
Summary: A customer has suggested improvements to the Recurring Job Profiles table for better visibility and management of recurring jobs. Details: Next Due Job Time: Display the exact time alongside the date for the next placeholder job. Job Duration Information: Indicate either the end date of the recurring job or the number of occurrences left. Completed Recurring Jobs: If there are no more future bookings or placeholders for a recurring job, the "next due date" field should be blank. Developer Note: This request aligns with our larger product development phase, and the enhancements to the Recurring Job Profiles table are on our roadmap. The upcoming updates will transition the recurring jobs section to smart tables, enabling users to efficiently filter through the available data. This upgrade will empower users to view due data, inclusive of the job time, enhancing the overall user experience.
Termite Solutions South Coast Over 2 years ago
Jobs
In Progress
Recurring Job Management Enhancements
Summary: A customer has suggested improvements to the Recurring Job Profiles table for better visibility and management of recurring jobs. Details: Next Due Job Time: Display the exact time alongside the date for the next placeholder job. Job Duration Information: Indicate either the end date of the recurring job or the number of occurrences left. Completed Recurring Jobs: If there are no more future bookings or placeholders for a recurring job, the "next due date" field should be blank. Developer Note: This request aligns with our larger product development phase, and the enhancements to the Recurring Job Profiles table are on our roadmap. The upcoming updates will transition the recurring jobs section to smart tables, enabling users to efficiently filter through the available data. This upgrade will empower users to view due data, inclusive of the job time, enhancing the overall user experience.
Termite Solutions South Coast Over 2 years ago
Jobs
In Review
JOBS/APP: Attach Completed Forms to Jobs in Mobile App
Summary: Introduce a feature on the mobile app allowing users to attach completed forms to any job, streamlining documentation and job management processes on the go (similar to desktop attachment features, but with the choice of selecting from submitted forms within your account).
Tania Bond Almost 2 years ago
Jobs
In Review
JOBS/APP: Attach Completed Forms to Jobs in Mobile App
Summary: Introduce a feature on the mobile app allowing users to attach completed forms to any job, streamlining documentation and job management processes on the go (similar to desktop attachment features, but with the choice of selecting from submitted forms within your account).
Tania Bond Almost 2 years ago
Jobs
In Review
Daily Totals - Enhanced Reporting for Job Value vs. Hours
Description: Introduce a feature that allows users to view and compare the total job value against total hours on a daily, weekly, and monthly basis. This enhancement aims to provide insights into the hourly rates and help businesses evaluate their profitability against employee costs. User's Original Request: "It would good to be able see a daily/weekly/monthly job total value that can be compared against total hours. This would help with seeing hourly rates." Developer's Insight: The user is seeking a more granular and comparative view of job values against hours worked. By providing a breakdown on a daily, weekly, and monthly basis, businesses can better assess their operational efficiency and profitability. Integrating this feature would require pulling data from both the job value and hours logged, then presenting it in a user-friendly format. Proposed Solution: Enhanced Reporting: Introduce a filter in the job page that allows users to view total job values and total hours for specific time frames (daily, weekly, monthly). Comparative Analysis: Display the total job value against the total hours, enabling users to calculate their effective hourly rate. User-friendly Interface: Present the data in a clear and intuitive format, allowing for easy interpretation and decision-making.
Mathew Cox Over 2 years ago
Jobs
In Review
Daily Totals - Enhanced Reporting for Job Value vs. Hours
Description: Introduce a feature that allows users to view and compare the total job value against total hours on a daily, weekly, and monthly basis. This enhancement aims to provide insights into the hourly rates and help businesses evaluate their profitability against employee costs. User's Original Request: "It would good to be able see a daily/weekly/monthly job total value that can be compared against total hours. This would help with seeing hourly rates." Developer's Insight: The user is seeking a more granular and comparative view of job values against hours worked. By providing a breakdown on a daily, weekly, and monthly basis, businesses can better assess their operational efficiency and profitability. Integrating this feature would require pulling data from both the job value and hours logged, then presenting it in a user-friendly format. Proposed Solution: Enhanced Reporting: Introduce a filter in the job page that allows users to view total job values and total hours for specific time frames (daily, weekly, monthly). Comparative Analysis: Display the total job value against the total hours, enabling users to calculate their effective hourly rate. User-friendly Interface: Present the data in a clear and intuitive format, allowing for easy interpretation and decision-making.
Mathew Cox Over 2 years ago
Jobs
In Review
JOBS | Enhance Order Number Functionality on Jobs and Invoices
Summary: This feature request seeks to improve the handling and visibility of Order Numbers across jobs and invoices, ensuring consistency and integration with Xero. Intended Outcome: Ensure Order Numbers are correctly carried over from jobs to invoices. Improve integration with Xero by using Order Numbers as reference numbers. Enhance user experience by providing clear and consistent Order Number fields. Benefits: Streamlined process for managing Order Numbers. Better integration with Xero, reducing manual data entry. Increased efficiency and accuracy in invoicing and job management. Key Features: Order Number Transfer to Invoices: Ensure that when an order number is filled out on a job dispatch, it is copied to the invoice created from that job. Quote to Job Conversion: Fix the issue where converting a quote to a job and then creating an invoice does not carry over the order number. Mobile App Enhancements: Add functionality to include Order Numbers on jobs created via the mobile app, ensuring they push through to the invoices.
Phillip Brookes Over 1 year ago
Jobs
In Review
JOBS | Enhance Order Number Functionality on Jobs and Invoices
Summary: This feature request seeks to improve the handling and visibility of Order Numbers across jobs and invoices, ensuring consistency and integration with Xero. Intended Outcome: Ensure Order Numbers are correctly carried over from jobs to invoices. Improve integration with Xero by using Order Numbers as reference numbers. Enhance user experience by providing clear and consistent Order Number fields. Benefits: Streamlined process for managing Order Numbers. Better integration with Xero, reducing manual data entry. Increased efficiency and accuracy in invoicing and job management. Key Features: Order Number Transfer to Invoices: Ensure that when an order number is filled out on a job dispatch, it is copied to the invoice created from that job. Quote to Job Conversion: Fix the issue where converting a quote to a job and then creating an invoice does not carry over the order number. Mobile App Enhancements: Add functionality to include Order Numbers on jobs created via the mobile app, ensuring they push through to the invoices.
Phillip Brookes Over 1 year ago
Jobs
In Review
Job Attachments from the field - not just the office.
Summary: Enable field teams to add documents directly to active jobs without requiring a form, enhancing job management and documentation processes. Intended Outcome: Allow team members to add documents to jobs directly from the field. Improve flexibility in job documentation, especially for jobs involving multiple stages and personnel. Considerations for Implementation: Add a + button in the job documents tab to allow document uploads. Ensure permissions are appropriately managed to allow for secure document additions. Enhance the job interface to support this new functionality seamlessly. Original Request: Carol from SureSafe Pest Management wants her team to add documents to active jobs from the field, enhancing job management without relying solely on forms.
Carol Over 1 year ago
Jobs
In Review
Job Attachments from the field - not just the office.
Summary: Enable field teams to add documents directly to active jobs without requiring a form, enhancing job management and documentation processes. Intended Outcome: Allow team members to add documents to jobs directly from the field. Improve flexibility in job documentation, especially for jobs involving multiple stages and personnel. Considerations for Implementation: Add a + button in the job documents tab to allow document uploads. Ensure permissions are appropriately managed to allow for secure document additions. Enhance the job interface to support this new functionality seamlessly. Original Request: Carol from SureSafe Pest Management wants her team to add documents to active jobs from the field, enhancing job management without relying solely on forms.
Carol Over 1 year ago
Jobs
In Review
Enhanced Leave & Miscellaneous Task Management in Scheduling Module
The existing system requires categorising leave and non-job-related actions (such as collecting parts, meetings, or doctor's appointments) as job types. This can complicate scheduling and reporting as it does not clearly differentiate between actual job assignments and other types of scheduled activities or leave. Improvements to the scheduling function could include the implementation of visual markers (such as greying or blacking out) on the calendar for days where leave or non-job related activities have been allocated, clearly distinguishing them from regular workdays or job assignments. The option to generate reports on employee leave, monitor leave balances, and ensure compliance with workplace regulations concerning leave entitlements and usage would also be a useful tool alongside this option.
Border Pest Control Over 1 year ago
Jobs
In Review
Enhanced Leave & Miscellaneous Task Management in Scheduling Module
The existing system requires categorising leave and non-job-related actions (such as collecting parts, meetings, or doctor's appointments) as job types. This can complicate scheduling and reporting as it does not clearly differentiate between actual job assignments and other types of scheduled activities or leave. Improvements to the scheduling function could include the implementation of visual markers (such as greying or blacking out) on the calendar for days where leave or non-job related activities have been allocated, clearly distinguishing them from regular workdays or job assignments. The option to generate reports on employee leave, monitor leave balances, and ensure compliance with workplace regulations concerning leave entitlements and usage would also be a useful tool alongside this option.
Border Pest Control Over 1 year ago
Jobs
In Review
Enhanced Communication Triggers for Unassigned Jobs in Scheduler
Objective: To improve the user experience by preventing reminder emails or communication triggers for unassigned jobs in the scheduler, as these are not confirmed bookings. Description: Users have expressed the need to exempt unassigned jobs in the scheduler from reminder emails or communication triggers. These jobs are not confirmed bookings and are simply waiting for assignments. The current system does not differentiate between assigned and unassigned jobs when sending out communications, which can lead to unnecessary emails being sent out for unconfirmed jobs. Proposed Solution: Implement additional conditions in the communication settings to enable communication triggers only once the job has been assigned. This will prevent unassigned jobs from triggering reminder emails or other communications, ensuring that only relevant and necessary communications are sent out. Utilise the existing Customer confirmed toggle to trigger communication once job is confirmed. Benefits: Improved user experience by preventing unnecessary communications for unassigned jobs. Enhanced communication settings that allow for more control over when communications are triggered. Increased efficiency by reducing the number of unnecessary emails sent out. Original request: Can we request that the current use of the unassigned section of the schedular be exempt from any reminder emails/triggers as these are not confirmed jobs, just sitting and waiting for bookings. We can't use the trigger section yet because we have jobs sitting unassigned that we move around.
JJM Pest Management Over 2 years ago
Jobs
In Review
Enhanced Communication Triggers for Unassigned Jobs in Scheduler
Objective: To improve the user experience by preventing reminder emails or communication triggers for unassigned jobs in the scheduler, as these are not confirmed bookings. Description: Users have expressed the need to exempt unassigned jobs in the scheduler from reminder emails or communication triggers. These jobs are not confirmed bookings and are simply waiting for assignments. The current system does not differentiate between assigned and unassigned jobs when sending out communications, which can lead to unnecessary emails being sent out for unconfirmed jobs. Proposed Solution: Implement additional conditions in the communication settings to enable communication triggers only once the job has been assigned. This will prevent unassigned jobs from triggering reminder emails or other communications, ensuring that only relevant and necessary communications are sent out. Utilise the existing Customer confirmed toggle to trigger communication once job is confirmed. Benefits: Improved user experience by preventing unnecessary communications for unassigned jobs. Enhanced communication settings that allow for more control over when communications are triggered. Increased efficiency by reducing the number of unnecessary emails sent out. Original request: Can we request that the current use of the unassigned section of the schedular be exempt from any reminder emails/triggers as these are not confirmed jobs, just sitting and waiting for bookings. We can't use the trigger section yet because we have jobs sitting unassigned that we move around.
JJM Pest Management Over 2 years ago
Jobs
In Review
Custom information on the Job Card for App Users
Summary: Introduce enhanced customization options for the Job Card in the Formitize app, enabling the addition or restriction of displayed information based on user roles and specific operational needs. Intended Outcomes: • Increased flexibility in tailoring the Job Card display to better suit the specific requirements of different roles within the organization. • Enhanced data privacy by allowing the restriction of sensitive information such as client contact details. Specific Requirements: • Permission-Based Customizations: Implement new permissions settings to control what information each user role can view on the Job Card. • Custom Field Integration: Allow the inclusion of custom fields on the Job Card, which can be configured to display information crucial for on-site operations. • Contact Detail Management: Provide options to either display or hide client contact details on the Job Card based on the user’s permissions or job requirements. • On-Site Usability Enhancements: Ensure that all customizations maintain ease of access and visibility to support efficient on-site job execution.
Pete's Pool Inspections Over 1 year ago
Jobs
In Review
Custom information on the Job Card for App Users
Summary: Introduce enhanced customization options for the Job Card in the Formitize app, enabling the addition or restriction of displayed information based on user roles and specific operational needs. Intended Outcomes: • Increased flexibility in tailoring the Job Card display to better suit the specific requirements of different roles within the organization. • Enhanced data privacy by allowing the restriction of sensitive information such as client contact details. Specific Requirements: • Permission-Based Customizations: Implement new permissions settings to control what information each user role can view on the Job Card. • Custom Field Integration: Allow the inclusion of custom fields on the Job Card, which can be configured to display information crucial for on-site operations. • Contact Detail Management: Provide options to either display or hide client contact details on the Job Card based on the user’s permissions or job requirements. • On-Site Usability Enhancements: Ensure that all customizations maintain ease of access and visibility to support efficient on-site job execution.
Pete's Pool Inspections Over 1 year ago
Jobs
Enhanced Client Job History View in Job Details Screen
Description: For businesses that offer recurring services, having quick access to a client's job history is crucial. Users have expressed the need to view a snapshot of a specific client's job history directly within the Job Details Screen. This enhancement aims to provide a more streamlined user experience, reducing the need to toggle between multiple tabs or screens. Current Workflow: At present, users often keep separate tabs open for the Scheduler and Active/Completed Jobs to search and verify a client's job history. Proposed Solution: Introduce a dedicated section or tab within the Job Details Screen that displays a client's job history. This section would provide a concise table view of past jobs, making it easier for users to get a comprehensive understanding of a client's service history. Table Structure: The envisioned table would allow users to filter job history based on locations. A dropdown menu would enable users to view job histories for all locations associated with a client or focus on a specific location. Additional Notes: Implementing this feature would significantly enhance the efficiency of accessing crucial client data, especially for businesses that have regular client interactions or recurring service schedules.
Termite Solutions South Coast Over 2 years ago
Usability
Enhanced Client Job History View in Job Details Screen
Description: For businesses that offer recurring services, having quick access to a client's job history is crucial. Users have expressed the need to view a snapshot of a specific client's job history directly within the Job Details Screen. This enhancement aims to provide a more streamlined user experience, reducing the need to toggle between multiple tabs or screens. Current Workflow: At present, users often keep separate tabs open for the Scheduler and Active/Completed Jobs to search and verify a client's job history. Proposed Solution: Introduce a dedicated section or tab within the Job Details Screen that displays a client's job history. This section would provide a concise table view of past jobs, making it easier for users to get a comprehensive understanding of a client's service history. Table Structure: The envisioned table would allow users to filter job history based on locations. A dropdown menu would enable users to view job histories for all locations associated with a client or focus on a specific location. Additional Notes: Implementing this feature would significantly enhance the efficiency of accessing crucial client data, especially for businesses that have regular client interactions or recurring service schedules.
Termite Solutions South Coast Over 2 years ago
Usability