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 9 months 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 9 months ago
Medium Priority
In Review
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 8 months ago
Jobs
In Review
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 8 months ago
Jobs
Scheduler Print Options
Desktop Portal - In the Scheduler Section To have the ability to Print (Printer or PDF) DailyWeeklyMonthly View Job Snapshots
Keith Azzopardi 9 months ago
Jobs
Scheduler Print Options
Desktop Portal - In the Scheduler Section To have the ability to Print (Printer or PDF) DailyWeeklyMonthly View Job Snapshots
Keith Azzopardi 9 months 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 3 months 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 3 months 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 8 months 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 8 months ago
Enhancement
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 9 months 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 9 months 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 3 months 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 3 months 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 7 months 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 7 months 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 6 months 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 6 months 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 9 months 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 9 months ago
Jobs
In Review
Enhanced Field Operations Coordination and Supervisory Oversight in Mobile App
Description: We have received valuable feedback from our users regarding the need for improved coordination and oversight in field operations. This combined feature request aims to address two key aspects:Supervisor Oversight:Objective: Empower supervisors with the ability to access all job details in the mobile app, regardless of their assignment to specific jobs.Feature: Introduce a 'Field Supervisor' role with enhanced permissions, enabling them to view and edit details of all jobs, enhancing their ability to manage and oversee field operations effectively.Field Agent Coordination:Objective: Facilitate better coordination among Field Agents by allowing them to see other agents assigned to the same job.Feature: Update the Mobile Diary to include information about all Field Agents assigned to a job, aiding in better planning and coordination regarding travel, tools, equipment, and job execution.Benefits:Improved operational efficiency and coordination among Field Agents.Enhanced supervisory control and oversight, leading to more effective management of field operations.Streamlined communication and planning, reducing potential overlaps or conflicts in job assignments.
Paul Humberstone 6 months ago
Scheduler
In Review
Enhanced Field Operations Coordination and Supervisory Oversight in Mobile App
Description: We have received valuable feedback from our users regarding the need for improved coordination and oversight in field operations. This combined feature request aims to address two key aspects:Supervisor Oversight:Objective: Empower supervisors with the ability to access all job details in the mobile app, regardless of their assignment to specific jobs.Feature: Introduce a 'Field Supervisor' role with enhanced permissions, enabling them to view and edit details of all jobs, enhancing their ability to manage and oversee field operations effectively.Field Agent Coordination:Objective: Facilitate better coordination among Field Agents by allowing them to see other agents assigned to the same job.Feature: Update the Mobile Diary to include information about all Field Agents assigned to a job, aiding in better planning and coordination regarding travel, tools, equipment, and job execution.Benefits:Improved operational efficiency and coordination among Field Agents.Enhanced supervisory control and oversight, leading to more effective management of field operations.Streamlined communication and planning, reducing potential overlaps or conflicts in job assignments.
Paul Humberstone 6 months ago
Scheduler
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 8 months 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 8 months ago
Usability
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 About 1 month 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 About 1 month ago
Jobs
Planned
Scheduler: Quick Access to customer file (View Client Details)
When on schedule and you click on the customer's job but only want to access their profile quicker there should be that option instead of having to click on edit job and then click on the customer profile which then opens another window.
Border Pest Control About 2 months ago
Scheduler
Planned
Scheduler: Quick Access to customer file (View Client Details)
When on schedule and you click on the customer's job but only want to access their profile quicker there should be that option instead of having to click on edit job and then click on the customer profile which then opens another window.
Border Pest Control About 2 months ago
Scheduler
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 7 months 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 7 months ago
Jobs
In Review
Accounting Zones for Invoicing
Problem Statement: Clients need a more flexible way to define default income/expense accounts for invoicing based on various criteria, such as job types, client-specific settings, and location-specific settings.Proposed Solution:Accounting Zones: Introduce a new section on /crm/accounts named "Accounting Zones". This will allow clients to define zones with preset income/expense accounts.Client & Location Specific Zones: Clients can set zones specific to them. Additionally, zones can be set for a location. If a location doesn't have a zone set, it will inherit the client's zone.Account Item Modification: Modify account items to decide if they should use their preset income/expense account codes or inherit from a higher level.Invoice Line Item Evaluation: When creating an invoice, line items should determine which codes they use based on a priority:Use item's default codes if set and does not inherit.Use codes from the location's accounting zone if defined.Use codes from the client's accounting zone if defined.If none of the above, use company defaults.Current Workaround: Currently, the desired functionality isn't available. The recommended approach for now is to use job types to set up the invoices.Impact: Implementing this feature would provide clients with a more streamlined and customizable invoicing process, allowing them to define income/expense accounts based on various criteria.
Keith Azzopardi 8 months ago
Jobs
In Review
Accounting Zones for Invoicing
Problem Statement: Clients need a more flexible way to define default income/expense accounts for invoicing based on various criteria, such as job types, client-specific settings, and location-specific settings.Proposed Solution:Accounting Zones: Introduce a new section on /crm/accounts named "Accounting Zones". This will allow clients to define zones with preset income/expense accounts.Client & Location Specific Zones: Clients can set zones specific to them. Additionally, zones can be set for a location. If a location doesn't have a zone set, it will inherit the client's zone.Account Item Modification: Modify account items to decide if they should use their preset income/expense account codes or inherit from a higher level.Invoice Line Item Evaluation: When creating an invoice, line items should determine which codes they use based on a priority:Use item's default codes if set and does not inherit.Use codes from the location's accounting zone if defined.Use codes from the client's accounting zone if defined.If none of the above, use company defaults.Current Workaround: Currently, the desired functionality isn't available. The recommended approach for now is to use job types to set up the invoices.Impact: Implementing this feature would provide clients with a more streamlined and customizable invoicing process, allowing them to define income/expense accounts based on various criteria.
Keith Azzopardi 8 months 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 8 months 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 8 months ago
Enhancement
In Review
Enhanced Weekday Selection for Recurring Job Profiles
Description: This feature introduces an advanced scheduling option for recurring job profiles, allowing users to specify which weekdays a job can be created on. It includes a checkbox list for selecting permissible days for job creation within the recurring profile.User's Original Request:"When creating a recurring job profile, allow the user to select which weekdays the job can be created on. This could be a checkbox list where the days a profile is allowed to create the job are checked.It would also be helpful to choose what happens if the next due date falls on one of the not selected days. Eg. "move to next allowed day" or "move to previous allowed day" -- so if a job falls on Saturday, and Saturday and Sunday are not allowed, the job will automatically be scheduled for Monday (next allowed) or Friday (previous allowed) according to the profile setting."Proposed Solution:Implement an option to select operational days in the recurring job profile setup, allowing users to select allowed weekdays for job creation. This would present a similar option to the existing functionality when creating a "Day" recurring profile:Introduce options for automatically rescheduling jobs that fall on non-selected days, such as "move to next allowed day" or "move to previous allowed day."
Calleigh Attwood 4 months ago
Jobs
In Review
Enhanced Weekday Selection for Recurring Job Profiles
Description: This feature introduces an advanced scheduling option for recurring job profiles, allowing users to specify which weekdays a job can be created on. It includes a checkbox list for selecting permissible days for job creation within the recurring profile.User's Original Request:"When creating a recurring job profile, allow the user to select which weekdays the job can be created on. This could be a checkbox list where the days a profile is allowed to create the job are checked.It would also be helpful to choose what happens if the next due date falls on one of the not selected days. Eg. "move to next allowed day" or "move to previous allowed day" -- so if a job falls on Saturday, and Saturday and Sunday are not allowed, the job will automatically be scheduled for Monday (next allowed) or Friday (previous allowed) according to the profile setting."Proposed Solution:Implement an option to select operational days in the recurring job profile setup, allowing users to select allowed weekdays for job creation. This would present a similar option to the existing functionality when creating a "Day" recurring profile:Introduce options for automatically rescheduling jobs that fall on non-selected days, such as "move to next allowed day" or "move to previous allowed day."
Calleigh Attwood 4 months ago
Jobs
In Review
Flexible Quarterly Recurring Job Profiles
Description: Enhance the flexibility of creating quarterly recurring job profiles by allowing users to select a preferred day, similar to the options available for daily or monthly profiles.Details:Preferred Day Option: Provide an option for users to select a preferred day when setting up a quarterly recurring job profile.User Interface: Ensure that the interface is user-friendly and consistent with the options available for daily and monthly profiles.Flexibility: Allow users to easily modify the preferred day for existing quarterly profiles.Benefits:Increased flexibility and convenience for users when setting up quarterly recurring job profiles.Improved user experience by providing consistent options across different profile types.Enhanced functionality that meets the specific needs of users who require quarterly recurring jobs.Useful for clients who prefer the same day of the week each quarter, ensuring consistency and predictability in scheduling.Image reference showing Day options:
Jamie 7 months ago
Jobs
In Review
Flexible Quarterly Recurring Job Profiles
Description: Enhance the flexibility of creating quarterly recurring job profiles by allowing users to select a preferred day, similar to the options available for daily or monthly profiles.Details:Preferred Day Option: Provide an option for users to select a preferred day when setting up a quarterly recurring job profile.User Interface: Ensure that the interface is user-friendly and consistent with the options available for daily and monthly profiles.Flexibility: Allow users to easily modify the preferred day for existing quarterly profiles.Benefits:Increased flexibility and convenience for users when setting up quarterly recurring job profiles.Improved user experience by providing consistent options across different profile types.Enhanced functionality that meets the specific needs of users who require quarterly recurring jobs.Useful for clients who prefer the same day of the week each quarter, ensuring consistency and predictability in scheduling.Image reference showing Day options:
Jamie 7 months ago
Jobs
In Review
Enhanced Job Notes and Persistent Red Warning for Important Notes
Description: Introduce improvements to the job creation process by incorporating the 'notes' section directly within the job creation tab. Additionally, implement a persistent RED warning on the job or contact/account screen to highlight critical information, ensuring essential notes are immediately visible to users. User's Original Request 1 - Job Notes: "It would be handy to have the job 'notes' section also in a tab when creating a job so we don't have to open a contacts page to see more about a customer."Developer's Insight for Job Notes: Incorporating the 'notes' section directly within the job creation tab will streamline the job creation process, reducing the need for users to navigate to separate pages. This enhancement will improve user efficiency and reduce potential oversights.Proposed Solution for Job Notes:Integrated Notes Tab: Introduce a 'notes' tab directly within the job creation interface.Easy Access: Ensure users can view and edit notes without navigating away from the job creation page.User's Original Request 2 - Red Warning: "When opening up a job or contact/account it would be handy to have somewhere on that screen a RED warning that for example this customer must pay cash on day as going through notes can be time-consuming. Just a once-off quick note that is always there so everyone sees it."Developer's Insight for Red Warning: Highlighting critical information with a persistent and prominent RED warning ensures that essential details are immediately visible. This feature will be particularly beneficial for teams dealing with a high volume of jobs or contacts/accounts daily.Proposed Solution for Red Warning:Prominent Warning Display: Introduce a RED warning banner or highlight on the job or contact/account screen.Customizable Warning Message: Allow users to set and edit the warning message as per the specific needs of the job or contact/account.Persistent Visibility: Ensure that the warning remains visible every time the job or contact/account is accessed.
JJM Pest Management 8 months ago
Jobs
In Review
Enhanced Job Notes and Persistent Red Warning for Important Notes
Description: Introduce improvements to the job creation process by incorporating the 'notes' section directly within the job creation tab. Additionally, implement a persistent RED warning on the job or contact/account screen to highlight critical information, ensuring essential notes are immediately visible to users. User's Original Request 1 - Job Notes: "It would be handy to have the job 'notes' section also in a tab when creating a job so we don't have to open a contacts page to see more about a customer."Developer's Insight for Job Notes: Incorporating the 'notes' section directly within the job creation tab will streamline the job creation process, reducing the need for users to navigate to separate pages. This enhancement will improve user efficiency and reduce potential oversights.Proposed Solution for Job Notes:Integrated Notes Tab: Introduce a 'notes' tab directly within the job creation interface.Easy Access: Ensure users can view and edit notes without navigating away from the job creation page.User's Original Request 2 - Red Warning: "When opening up a job or contact/account it would be handy to have somewhere on that screen a RED warning that for example this customer must pay cash on day as going through notes can be time-consuming. Just a once-off quick note that is always there so everyone sees it."Developer's Insight for Red Warning: Highlighting critical information with a persistent and prominent RED warning ensures that essential details are immediately visible. This feature will be particularly beneficial for teams dealing with a high volume of jobs or contacts/accounts daily.Proposed Solution for Red Warning:Prominent Warning Display: Introduce a RED warning banner or highlight on the job or contact/account screen.Customizable Warning Message: Allow users to set and edit the warning message as per the specific needs of the job or contact/account.Persistent Visibility: Ensure that the warning remains visible every time the job or contact/account is accessed.
JJM Pest Management 8 months ago
Jobs